401(k) · DOL Form 5500 · 2024

Millstone Self Storage, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$509,782
Avg per participant High balance/head
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Official DOL plan name: Millstone Self Storage, Inc. 401(k) Profit Sharing Plan · Sponsored by Millstone Self Storage, Inc. · New Jersey · Real Estate

$2M in assets, 3 participants

Millstone Self Storage, Inc.'s Millstone Self Storage, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,069 in Real Estate (4,605 peers)

What the 2024 filing shows

Millstone Self Storage, Inc. 401(k) Profit Sharing Plan holds $2M for 3 participants - about $509,782 per participant, in the lower half of filed plans by assets.

#2,069
in Real Estate (4,605 peers)
+6.8%
assets growth YoY

Millstone Self Storage, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Millstone Self Storage, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,529,347 27th percentile higher than 27% of 123,620 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 2024

Millstone Self Storage, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millstone Self Storage, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Millstone Self Storage, Inc. 401(k) Profit Sharing Plan reported net income rose from -$44K in the plan year 2023 filing to $98K in the plan year 2024 filing.
  • Millstone Self Storage, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 822148516 · Millstone Self Storage, Inc. PY 2024 · 401(k)

Millstone Self Storage, Inc. 401(k) Profit Sharing Plan · $2M · 3 · 27th

  • EIN $2M
  • RANK 3
  • PHOTO 27th
  • IND 401(k)
  • EOY near Felker Pharmacy 401(k) Plan
  • 5500 ind #2069

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 New Jersey →

Millstone Self Storage, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Millstone Self Storage, Inc. 401(k) Profit Sharing PlanMillstone Self Storage, Inc.…$2MFelker Pharmacy 401(k) Plan$2MEckerman 401(k) Plan$2MElevated Resources Inc 401(k) Profit Sharing Plan & TrustElevated Resources Inc 401(k…$2MBelle Meade Mansion 401(k) PlanBelle Meade Mansion 401(k) P…$2M
End-of-year total assets ($M) among Millstone Self Storage, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$98K
Employer EIN822148516
Plan Effective Date2017-07-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Millstone Self Storage, Inc.)

Sponsor-wide plan assets over time

All Millstone Self Storage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.620262684504189% vs 2022
2024 filing year
$1.4M$1.45M$1.5M$1.55M 202220232024 $1.48M $1.53M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 3 $1M
2024 1 3 $2M

Nearby 401(k) Plans in New Jersey

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

Millstone Self Storage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Millstone Self Storage, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001529347 · Participants: 3Millstone Self Storage, Inc. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Millstone Self Storage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Millstone Self Storage, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Millstone Self Storage, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Felker Pharmacy 401(k) Plan in IL ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Millstone Self Storage, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Millstone Self Storage, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.8% during 2024, from $1M to $2M. Reported net income was $98K.
How have Millstone Self Storage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Millstone Self Storage, Inc.'s sponsor-wide assets grew 3.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Millstone Self Storage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Felker Pharmacy 401(k) Plan in IL ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Millstone Self Storage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822148516.

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.