Profit Sharing · DOL Form 5500 · 2023
Millbrooke Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $96,867
- Avg per participant Below avg balance/head
Official DOL plan name: Millbrooke Inc. Retirement Plan · Sponsored by Millbrooke Inc. · Illinois · Healthcare & Social Assistance
$4M in assets, 43 participants
Millbrooke Inc.'s Millbrooke Inc. Retirement Plan reported $4M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,766 in Healthcare & Social Assistance (17,684 peers)
Millbrooke Inc. multi-year trail
Millbrooke Inc.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Millbrooke Inc. Retirement Plan at $4M / 43 participants.
- #7,766
- in Healthcare & Social Assistance (17,684 peers)
- +2.2%
- assets growth YoY
Millbrooke Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Millbrooke Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,165,263 41st percentile higher than 41% 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
Millbrooke Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millbrooke Inc. Retirement Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Millbrooke Inc. Retirement Plan reported net income fell from $338K in the plan year 2022 filing to $90K in the plan year 2023 filing.
- Millbrooke Inc. Retirement Plan reported participants rose from 41 in the plan year 2022 filing to 43 in the plan year 2023 filing.
- Millbrooke Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 474038703 · Millbrooke Inc. PY 2023 · Profit Sharing
Millbrooke Inc. Retirement Plan · $4M · 43 · 41st
- RANK $4M
- PHOTO 43
- IND 41st
- EOY Profit Sharing
- 5500 near Kishek International, Inc. Profit Sharing Plan
- ASSETS ind #7766
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 Illinois →
Millbrooke Inc. Retirement Plan in the asset neighbourhood
Millbrooke Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Millbrooke Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 27.61886181734746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $4M |
| 2023 | 1 | 43 | $4M |
| 2024 | 1 | 41 | $5M |
Millbrooke Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $90K |
| Employer EIN | 474038703 |
| Plan Effective Date | 2015-05-19 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Millbrooke Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Kishek International, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Athenia Mason Profit-Sharing Plan in NJ (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.