401(k) · DOL Form 5500 · 2023

Maxwell Group Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
2,160
Participants Near avg headcount
78th
Percentile by assets National rank
$12,702
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Senior Living Communities 401(k) Plan · Sponsored by Maxwell Group Inc. · North Carolina · Healthcare & Social Assistance

$27M in assets, 2,160 participants

Maxwell Group Inc.'s Senior Living Communities 401(k) Plan reported $27M in total assets and 2,160 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,382 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Senior Living Communities 401(k) Plan covers 2,160 participants in North Carolina, 2.6x the typical North Carolina plan (state average ~819 per filing). Assets: $27M.

#14,382
in Healthcare & Social Assistance (17,684 peers)
+26.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Senior Living Communities 401(k) Plan's outsized position by total assets

Senior Living Communities 401(k) Plan vs every filed plan by assets

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

$27,437,162 Top 22% higher than 78% 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

Senior Living Communities 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. Senior Living Communities 401(k) Plan lands in the large band (2,160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Senior Living Communities 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Senior Living Communities 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Senior Living Communities 401(k) Plan reported participants rose from 1,977 in the plan year 2022 filing to 2,160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561660190 · Maxwell Group Inc. PY 2023 · 401(k)

Senior Living Communities 401(k) Plan · $27M · 2,160 · 78th

  • PART $27M
  • TYPE 2,160
  • NET 78th
  • BOOK 401(k)
  • VS-ST near Haselwood Auto Group 401(k) Plan
  • BOY ind #14382

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 North Carolina →

Senior Living Communities 401(k) Plan in the asset neighbourhood

Senior Living Communities 401(k) PlanSenior Living Communities 40…$27MHaselwood Auto Group 401(k) PlanHaselwood Auto Group 401(k) …$27MAlbuquerque Publishing Company 401(k) PlanAlbuquerque Publishing Compa…$27MSanta Fuel, Inc. 401(k) Savings PlanSanta Fuel, Inc. 401(k) Savi…$27MBommarito Automotive Group 401(k) Retirement PlanBommarito Automotive Group 4…$27M
End-of-year total assets ($M) among Senior Living Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$6M
Employer EIN561660190
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maxwell Group Inc.)

Sponsor-wide plan assets over time

All Maxwell Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 44.50604756872128% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $31.3M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 1,977 $22M
2023 1 2,160 $27M
2024 1 2,368 $31M

Nearby 401(k) Plans in North Carolina

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

Senior Living Communities 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Senior Living Communities 401(k) Plan, Total assets ($B): 0.027437162 · Participants: 2160Senior Living Communities 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Senior Living Communities 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Senior Living Communities 401(k) Plan side-by-side with 3 peers →

Senior Living Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Haselwood Auto Group 401(k) Plan in WA ($27M); by covered participants it is The Hilb Group Operating Company, LLC 401(k) Plan in VA (2,160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,160 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 Senior Living Communities 401(k) Plan assets move in 2023? ▼
Senior Living Communities 401(k) Plan grew sharply - up 26.6% during 2023, from $22M to $27M. Reported net income was $6M.
How have Maxwell Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maxwell Group Inc.'s sponsor-wide assets grew 44.5%, from $22M to $31M.
Where does Senior Living Communities 401(k) Plan rank by assets among Form 5500 filers? ▼
Senior Living Communities 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Senior Living Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haselwood Auto Group 401(k) Plan in WA ($27M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Senior Living Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Hilb Group Operating Company, LLC 401(k) Plan in VA (2,160 participants, $142M 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 561660190.

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.