Profit Sharing · DOL Form 5500 · 2023

Millhaven Management Corporation Profit Sharing Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$199,878
Avg per participant Above avg balance/head
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Official DOL plan name: Millhaven Management Corporation Profit Sharing Plan & Trust · Sponsored by Millhaven Management Corporation · California · Real Estate

$400K in assets, 2 participants

Millhaven Management Corporation's Millhaven Management Corporation Profit Sharing Plan & Trust reported $400K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,267 in Real Estate (4,727 peers)

Millhaven Management Corporation multi-year trail

Millhaven Management Corporation's plans moved -34.7% in assets from 2022 to 2024; this filing shows Millhaven Management Corporation Profit Sharing Plan & Trust at $400K / 2 participants.

#1,267
in Real Estate (4,727 peers)
-30.4%
assets change YoY

The plan reported a net loss of $174K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Millhaven Management Corporation Profit Sharing Plan & Trust among the smaller filed plans by assets

Millhaven Management Corporation Profit Sharing Plan & Trust vs every filed plan by assets

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

$399,755 16th percentile higher than 16% 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

Millhaven Management Corporation Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millhaven Management Corporation Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Millhaven Management Corporation Profit Sharing Plan & Trust reported net income fell from -$40K in the plan year 2022 filing to -$174K in the plan year 2023 filing.
  • Millhaven Management Corporation Profit Sharing Plan & Trust end-of-year assets fell from $574K in the plan year 2022 filing to $400K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 812286233 · Millhaven Management Corporation PY 2023 · Profit Sharing

Millhaven Management Corporation Profit Sharing Plan & Trust · $400K · 2 · 16th

  • IND $400K
  • EOY 2
  • 5500 16th
  • ASSETS Profit Sharing
  • PCT near Jrh&e Investments, Inc. Retirement Plan
  • EIN ind #1267

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 Real Estate retirement plans → · Plans in California →

Millhaven Management Corporation Profit Sharing Plan & Trust in the asset neighbourhood

Millhaven Management Corporation Profit Sharing Plan & TrustMillhaven Management Corpora…$400KJrh&e Investments, Inc. Retirement PlanJrh&e Investments, Inc. Reti…$400KJames a. Mcpeake Profit Sharing PlanJames a. Mcpeake Profit Shar…$400KCentury Tube Corporation Profit Sharing PlanCentury Tube Corporation Pro…$400KMcconnell Ventures Incorporated Retirement PlanMcconnell Ventures Incorpora…$400K
End-of-year total assets ($M) among Millhaven Management Corporation Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Millhaven Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Millhaven Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$375K 34.70208526381061% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.57M $0.37M ▼ -35.1%
Year Plans Participants Total Assets
2022 1 2 $574K
2023 1 2 $400K
2024 1 2 $375K

Millhaven Management Corporation filing trail (2023)

Total Assets (Beginning of Year)$574K
Net Assets (End of Year)$400K
Net Income-$174K
Employer EIN812286233
Plan Effective Date2016-04-14
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Millhaven Management Corporation Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Millhaven Management Corporation Profit Sharing Plan & Trust, Total assets ($B): 0.000399755 · Participants: 2Millhaven Management Corporation Profit Sharing Plan & TrustIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Millhaven Management Corporation Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Millhaven Management Corporation Profit Sharing Plan & Trust side-by-side with 3 peers →

Millhaven Management Corporation Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jrh&e Investments, Inc. Retirement Plan in AZ ($400K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Millhaven Management Corporation Profit Sharing Plan & Trust assets move in 2023? ▼
Millhaven Management Corporation Profit Sharing Plan & Trust contracted severely - down 30.4% during 2023, from $574K to $400K. Reported net income was -$174K.
How have Millhaven Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Millhaven Management Corporation's sponsor-wide assets declined 34.7%, from $574K to $375K.
Where does Millhaven Management Corporation Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Millhaven Management Corporation Profit Sharing Plan & Trust ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Millhaven Management Corporation Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jrh&e Investments, Inc. Retirement Plan in AZ ($400K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Millhaven Management Corporation Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 812286233.

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.