401(k) · DOL Form 5500 · 2024

Miravida Living, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
137
Participants Small participant base
43rd
Percentile by assets National rank
$37,923
Avg per participant Low balance/head
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Official DOL plan name: Miravida Living Retirement Plan · Sponsored by Miravida Living, Inc. · Wisconsin · Healthcare & Social Assistance

$5M in assets, 137 participants

Miravida Living, Inc.'s Miravida Living Retirement Plan reported $5M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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 (16,916 peers)

Coverage in Wisconsin

Miravida Living Retirement Plan covers 137 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#7,766
in Healthcare & Social Assistance (16,916 peers)
-10.6%
assets change YoY

The plan reported a net loss of $616K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Miravida Living Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Miravida Living Retirement Plan vs every filed plan by assets

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

$5,195,426 43rd percentile higher than 43% 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

Miravida Living Retirement 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. Miravida Living Retirement Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Miravida Living Retirement Plan reported net income fell from $243K in the plan year 2023 filing to -$616K in the plan year 2024 filing.
  • Miravida Living Retirement Plan reported participants rose from 122 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Miravida Living Retirement Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391032234 · Miravida Living, Inc. PY 2024 · 401(k)

Miravida Living Retirement Plan · $5M · 137 · 43rd

  • NET $5M
  • NET 137
  • NET 43rd
  • NET 401(k)
  • NET near Spi Group 401(k) Plan
  • NET 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 Wisconsin →

Miravida Living Retirement Plan in the asset neighbourhood

Miravida Living Retirement PlanMiravida Living Retirement P…$5MSpi Group 401(k) Plan$5MLellyett & Rogers Company Profit Sharing and 401(k) PlanLellyett & Rogers Company Pr…$5MSciolex Corp. 401(k) & Profit Sharing PlanSciolex Corp. 401(k) & Profi…$5MHammond and Shinners, P.C. 401(k) PlanHammond and Shinners, P.C. 4…$5M
End-of-year total assets ($M) among Miravida Living Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$616K
Employer EIN391032234
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miravida Living, Inc.)

Sponsor-wide plan assets over time

All Miravida Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.702301848884846% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.57M $5.2M ▼ -6.6%
Year Plans Participants Total Assets
2022 1 138 $6M
2023 1 122 $6M
2024 1 137 $5M

Nearby 401(k) Plans in Wisconsin

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

Miravida Living Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Miravida Living Retirement Plan, Total assets ($B): 0.005195426 · Participants: 137Miravida Living Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Miravida Living Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Miravida Living Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Spi Group 401(k) Plan in TX ($5M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Miravida Living Retirement Plan assets move in 2024? ▼
Miravida Living Retirement Plan pulled back noticeably - down 10.6% during 2024, from $6M to $5M. Reported net income was -$616K.
How have Miravida Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miravida Living, Inc.'s sponsor-wide assets declined 6.7%, from $6M to $5M.
Which 401(k) plans are similar in size to Miravida Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spi Group 401(k) Plan in TX ($5M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Miravida Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 391032234.

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.