401(k) · DOL Form 5500 · 2023

Millennium Management Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
149
Participants Small participant base
38th
Percentile by assets National rank
$22,875
Avg per participant Low balance/head
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Official DOL plan name: Millennium Management Inc. 401(k) Profit Sharing Plan & Tru · Sponsored by Millennium Management Inc. · New York · Professional & Technical Services

$3M in assets, 149 participants

Millennium Management Inc.'s Millennium Management Inc. 401(k) Profit Sharing Plan & Tru reported $3M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,043 in Professional & Technical Services (20,321 peers)

Coverage in New York

Millennium Management Inc. 401(k) Profit Sharing Plan & Tru covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $3M.

#7,043
in Professional & Technical Services (20,321 peers)
+21.9%
assets growth YoY

Millennium Management Inc. 401(k) Profit Sharing Plan & Tru's mid-pack asset rank among Professional & Technical Services and all filers

Millennium Management Inc. 401(k) Profit Sharing Plan & Tru vs every filed plan by assets

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

$3,408,397 38th percentile higher than 38% 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

Millennium Management Inc. 401(k) Profit Sharing Plan & Tru 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. Millennium Management Inc. 401(k) Profit Sharing Plan & Tru sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Millennium Management Inc. 401(k) Profit Sharing Plan & Tru reported net income rose from -$1M in the plan year 2022 filing to $613K in the plan year 2023 filing.
  • Millennium Management Inc. 401(k) Profit Sharing Plan & Tru end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Millennium Management Inc. 401(k) Profit Sharing Plan & Tru reported participants rose from 143 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133620969 · Millennium Management Inc. PY 2023 · 401(k)

Millennium Management Inc. 401(k) Profit Sharing Plan & Tru · $3M · 149 · 38th

  • BOOK $3M
  • VS-ST 149
  • BOY 38th
  • SCH 401(k)
  • EBSA near Dbia 401(k) Plan
  • PART ind #7043

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 →

Millennium Management Inc. 401(k) Profit Sharing Plan & Tru in the asset neighbourhood

Millennium Management Inc. 401(k) Profit Sharing Plan & TruMillennium Management Inc. 4…$3MDbia 401(k) Plan$3MNew Rh, LLC 401(k) Plan$3MKirk Associates Retirement PlanKirk Associates Retirement P…$3MConstruction Ahead, Inc. Retirement PlanConstruction Ahead, Inc. Ret…$3M
End-of-year total assets ($M) among Millennium Management Inc. 401(k) Profit Sharing Plan & Tru and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$613K
Employer EIN133620969
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Millennium Management Inc.)

Sponsor-wide plan assets over time

All Millennium Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 48.016832361341365% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.8M $4.14M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 143 $3M
2023 1 149 $3M
2024 1 189 $4M

Nearby 401(k) Plans in New York

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

Millennium Management Inc. 401(k) Profit Sharing Plan & Tru vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Millennium Management Inc. 401(k) Profit Sharing Plan & Tru, Total assets ($B): 0.003408397 · Participants: 149Millennium Management Inc. 401(k) Profit Sharing Plan & TruIBM 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
Millennium Management Inc. 401(k) Profit Sharing Plan & Tru vs. nearby 401(k) plans in New York, assets vs. participants
Compare Millennium Management Inc. 401(k) Profit Sharing Plan & Tru side-by-side with 3 peers →

Millennium Management Inc. 401(k) Profit Sharing Plan & Tru's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dbia 401(k) Plan in DC ($3M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Millennium Management Inc. 401(k) Profit Sharing Plan & Tru assets move in 2023? ▼
Millennium Management Inc. 401(k) Profit Sharing Plan & Tru grew sharply - up 21.9% during 2023, from $3M to $3M. Reported net income was $613K.
How have Millennium Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Millennium Management Inc.'s sponsor-wide assets grew 48.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Millennium Management Inc. 401(k) Profit Sharing Plan & Tru? ▼
Among 401(k) plans in other states, the closest by assets is Dbia 401(k) Plan in DC ($3M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Millennium Management Inc. 401(k) Profit Sharing Plan & Tru? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 133620969.

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.