401(k) · DOL Form 5500 · 2024

Milrose Consultants, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
254
Participants Below avg headcount
68th
Percentile by assets National rank
$70,348
Avg per participant Below avg balance/head
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Official DOL plan name: Milrose Consultants, LLC 401(k)/Profit Sharing Plan · Sponsored by Milrose Consultants, LLC · New York · Professional & Technical Services

$18M in assets, 254 participants

Milrose Consultants, LLC's Milrose Consultants, LLC 401(k)/Profit Sharing Plan reported $18M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,572 in Professional & Technical Services (20,173 peers)

Coverage in New York

Milrose Consultants, LLC 401(k)/Profit Sharing Plan covers 254 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $18M.

#13,572
in Professional & Technical Services (20,173 peers)
+44.6%
assets growth YoY

Milrose Consultants, LLC 401(k)/Profit Sharing Plan's outsized position by total assets

Milrose Consultants, LLC 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$17,868,359 Top 32% higher than 68% 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

Milrose Consultants, LLC 401(k)/Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milrose Consultants, LLC 401(k)/Profit Sharing Plan sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milrose Consultants, LLC 401(k)/Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Milrose Consultants, LLC 401(k)/Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Milrose Consultants, LLC 401(k)/Profit Sharing Plan reported participants fell from 321 in the plan year 2023 filing to 254 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 113039923 · Milrose Consultants, LLC PY 2024 · 401(k)

Milrose Consultants, LLC 401(k)/Profit Sharing Plan · $18M · 254 · 68th

  • EIN $18M
  • RANK 254
  • PHOTO 68th
  • IND 401(k)
  • EOY near The Springs Company 401(k) Savings and Retirement Plan
  • 5500 ind #13572

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 →

Milrose Consultants, LLC 401(k)/Profit Sharing Plan in the asset neighbourhood

Milrose Consultants, LLC 401(k)/Profit Sharing PlanMilrose Consultants, LLC 401…$18MThe Springs Company 401(k) Savings and Retirement PlanThe Springs Company 401(k) S…$18MClassic Wire Cut Company, Inc. 401(k) PlanClassic Wire Cut Company, In…$18MI.a.T.S.E. Local 21 401(k) PlanI.a.T.S.E. Local 21 401(k) P…$18MWhitcorp Retirement Plan$18M
End-of-year total assets ($M) among Milrose Consultants, LLC 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN113039923
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milrose Consultants, LLC)

Sponsor-wide plan assets over time

All Milrose Consultants, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 85.36611250214742% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.64M $17.9M ▲ +85.4%
Year Plans Participants Total Assets
2022 1 181 $10M
2023 1 321 $12M
2024 1 254 $18M

Nearby 401(k) Plans in New York

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

Milrose Consultants, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Milrose Consultants, LLC 401(k)/Profit Sharing Plan, Total assets ($B): 0.017868359 · Participants: 254Milrose Consultants, LLC 401(k)/Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Milrose Consultants, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Milrose Consultants, LLC 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Milrose Consultants, LLC 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Springs Company 401(k) Savings and Retirement Plan in SC ($18M); by covered participants it is Swiss-American Cdmo 401(k) Savings Plan in TX (254 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Milrose Consultants, LLC 401(k)/Profit Sharing Plan assets move in 2024? ▼
Milrose Consultants, LLC 401(k)/Profit Sharing Plan surged - up 44.6% during 2024, from $12M to $18M. Reported net income was $2M.
How have Milrose Consultants, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milrose Consultants, LLC's sponsor-wide assets grew 85.4%, from $10M to $18M.
Which 401(k) plans are similar in size to Milrose Consultants, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Springs Company 401(k) Savings and Retirement Plan in SC ($18M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Milrose Consultants, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Swiss-American Cdmo 401(k) Savings Plan in TX (254 participants, $7M 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 113039923.

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.