401(k) · DOL Form 5500 · 2023

Milrose Consultants, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
321
Participants Below avg headcount
63rd
Percentile by assets National rank
$38,491
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Milrose Consultants, LLC 401(k)/Profit Sharing Plan · Sponsored by Milrose Consultants, LLC · New York · Professional & Technical Services

$12M in assets, 321 participants

Milrose Consultants, LLC's Milrose Consultants, LLC 401(k)/Profit Sharing Plan reported $12M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,658 in Professional & Technical Services (20,321 peers)

Coverage in New York

Milrose Consultants, LLC 401(k)/Profit Sharing Plan covers 321 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $12M.

#12,658
in Professional & Technical Services (20,321 peers)
+28.2%
assets growth YoY

Milrose Consultants, LLC 401(k)/Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Milrose Consultants, LLC 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,355,543 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Milrose Consultants, LLC 401(k)/Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milrose Consultants, LLC 401(k)/Profit Sharing Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milrose Consultants, LLC 401(k)/Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Milrose Consultants, LLC 401(k)/Profit Sharing Plan reported participants rose from 181 in the plan year 2022 filing to 321 in the plan year 2023 filing.
  • Milrose Consultants, LLC 401(k)/Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113039923 · Milrose Consultants, LLC PY 2023 · 401(k)

Milrose Consultants, LLC 401(k)/Profit Sharing Plan · $12M · 321 · 63rd

  • RANK $12M
  • PHOTO 321
  • IND 63rd
  • EOY 401(k)
  • 5500 near Brown-Campbell Company 401(k) Plan
  • ASSETS ind #12658

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →

Milrose Consultants, LLC 401(k)/Profit Sharing Plan in the asset neighbourhood

Milrose Consultants, LLC 401(k)/Profit Sharing PlanMilrose Consultants, LLC 401…$12MBrown-Campbell Company 401(k) PlanBrown-Campbell Company 401(k…$12MColart Americas Savings and Investment PlanColart Americas Savings and …$12MThe Plaid Pantry Retirement and Profit Sharing PlanThe Plaid Pantry Retirement …$12MWrg 401(k) Plan & Trust$12M
End-of-year total assets ($M) among Milrose Consultants, LLC 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN113039923
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milrose Consultants, LLC)

Sponsor-wide plan assets over time

All Milrose Consultants, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 85.36611250214742% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.64M $17.9M ▲ +85.4%
Year Plans Participants Total Assets
2022 1 181 $10M
2023 1 321 $12M
2024 1 254 $18M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Milrose Consultants, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Milrose Consultants, LLC 401(k)/Profit Sharing Plan, Total assets ($B): 0.012355543 · Participants: 321Milrose Consultants, LLC 401(k)/Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Milrose Consultants, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Milrose Consultants, LLC 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Milrose Consultants, LLC 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Brown-Campbell Company 401(k) Plan in MI ($12M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milrose Consultants, LLC 401(k)/Profit Sharing Plan assets move in 2023? ▼
Milrose Consultants, LLC 401(k)/Profit Sharing Plan grew sharply - up 28.2% during 2023, from $10M to $12M. Reported net income was $3M.
How have Milrose Consultants, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milrose Consultants, LLC's sponsor-wide assets grew 85.4%, from $10M to $18M.
Which 401(k) plans are similar in size to Milrose Consultants, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown-Campbell Company 401(k) Plan in MI ($12M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Milrose Consultants, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113039923.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.