401(k) · DOL Form 5500 · 2023
New Perspective Senior Living, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 1,319
- Participants Near avg headcount
- 62nd
- Percentile by assets National rank
- $8,807
- Avg per participant Low balance/head
Official DOL plan name: New Perspective Senior Living 401(k) Plan · Sponsored by New Perspective Senior Living, LLC · Minnesota · Healthcare & Social Assistance
$12M in assets, 1,319 participants
New Perspective Senior Living, LLC's New Perspective Senior Living 401(k) Plan reported $12M in total assets and 1,319 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,891 in Healthcare & Social Assistance (17,684 peers)
New Perspective Senior Living, LLC multi-year trail
New Perspective Senior Living, LLC's plans moved +151.2% in assets from 2022 to 2024; this filing shows New Perspective Senior Living 401(k) Plan at $12M / 1,319 participants.
- #11,891
- in Healthcare & Social Assistance (17,684 peers)
- +80.3%
- assets growth YoY
New Perspective Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
New Perspective Senior Living 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,615,780 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
New Perspective Senior Living 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Perspective Senior Living 401(k) Plan lands in the large band (1,319 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Perspective Senior Living 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- New Perspective Senior Living 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- New Perspective Senior Living 401(k) Plan reported participants rose from 1,014 in the plan year 2022 filing to 1,319 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 611572941 · New Perspective Senior Living, LLC PY 2023 · 401(k)
New Perspective Senior Living 401(k) Plan · $12M · 1,319 · 62nd
- EOY $12M
- EOY 1,319
- EOY 62nd
- EOY 401(k)
- EOY near Core Spaces 401(k) Plan
- EOY ind #11891
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
New Perspective Senior Living 401(k) Plan in the asset neighbourhood
New Perspective Senior Living, LLC multi-year asset trail
Sponsor-wide plan assets over time
All New Perspective Senior Living, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 151.16320412948838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,014 | $6M |
| 2023 | 1 | 1,319 | $12M |
| 2024 | 1 | 1,750 | $16M |
New Perspective Senior Living, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $5M |
| Employer EIN | 611572941 |
| Plan Effective Date | 2008-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
New Perspective Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Core Spaces 401(k) Plan in IL ($12M); by covered participants it is Mega International, LLC 401(k) Plan in CA (1,319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Core Spaces 401(k) Plan (IL) $12M · 1,179
- M.a. Brightbill Body Works, Inc. 401(k) Psp (PA) $12M · 571
- Arthritis Center of Nebraska Profit Sharing Plan (NE) $12M · 47
- Atlantic Squared Supply, LLC 401(k) Profit Sharing Plan (NC) $12M · 405
Similar participant headcount
Nearest other-state filings by covered participants (1,319 participants); asset peers above are excluded.
- Mega International, LLC 401(k) Plan (CA) 1,319 · 0 off
- Centralsquare Technologies 401(k) Plan (FL) 1,319 · 0 off
- Indiana Farm Bureau Companies Employees' 401(k) Savings Plan (IN) 1,319 · 0 off
- Stephens Employees' 401(k) Profit Sharing Plan and Trust (AR) 1,319 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.