401(k) · DOL Form 5500 · 2024

New Perspective Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,750
Participants Near avg headcount
66th
Percentile by assets National rank
$9,244
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New Perspective Senior Living 401(k) Plan · Sponsored by New Perspective Senior Living, LLC · Minnesota · Healthcare & Social Assistance

$16M in assets, 1,750 participants

New Perspective Senior Living, LLC's New Perspective Senior Living 401(k) Plan reported $16M in total assets and 1,750 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,008 in Healthcare & Social Assistance (16,916 peers)

New Perspective Senior Living, LLC multi-year trail

New Perspective Senior Living, LLC's plans moved +151.2% in assets from 2022 to 2024; this filing shows New Perspective Senior Living 401(k) Plan at $16M / 1,750 participants.

#12,008
in Healthcare & Social Assistance (16,916 peers)
+39.3%
assets growth YoY

New Perspective Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$16,176,671 Top 34% higher than 66% 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

New Perspective Senior Living 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Perspective Senior Living 401(k) Plan lands in the large band (1,750 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Perspective Senior Living 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • New Perspective Senior Living 401(k) Plan reported participants rose from 1,319 in the plan year 2023 filing to 1,750 in the plan year 2024 filing.
  • New Perspective Senior Living 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611572941 · New Perspective Senior Living, LLC PY 2024 · 401(k)

New Perspective Senior Living 401(k) Plan · $16M · 1,750 · 66th

  • BOY $16M
  • SCH 1,750
  • EBSA 66th
  • PART 401(k)
  • TYPE near Best Services Group, Inc. Employee Savings and Profit Sharing Plan
  • NET ind #12008

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 Minnesota →

New Perspective Senior Living 401(k) Plan in the asset neighbourhood

New Perspective Senior Living 401(k) PlanNew Perspective Senior Livin…$16MBest Services Group, Inc. Employee Savings and Profit Sharing PlanBest Services Group, Inc. Em…$16MMdc Vacuum Products, LLC 401(k) PlanMdc Vacuum Products, LLC 401…$16MMaxx Properties 401(k) Plan$16MW.J. Beitler Co. Savings and Security PlanW.J. Beitler Co. Savings and…$16M
End-of-year total assets ($M) among New Perspective Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Perspective Senior Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All New Perspective Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 151.16320412948838% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.44M $16.2M ▲ +151.2%
Year Plans Participants Total Assets
2022 1 1,014 $6M
2023 1 1,319 $12M
2024 1 1,750 $16M

New Perspective Senior Living, LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN611572941
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

New Perspective Senior Living 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants New Perspective Senior Living 401(k) Plan, Total assets ($B): 0.016176671 · Participants: 1750New Perspective Senior Living 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
New Perspective Senior Living 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare New Perspective Senior Living 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Best Services Group, Inc. Employee Savings and Profit Sharing Plan in NC ($16M); by covered participants it is Axiom Global Inc. 401(k) Plan in IL (1,750 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,750 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 New Perspective Senior Living 401(k) Plan assets move in 2024? ▼
New Perspective Senior Living 401(k) Plan surged - up 39.3% during 2024, from $12M to $16M. Reported net income was $4M.
How have New Perspective Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Perspective Senior Living, LLC's sponsor-wide assets grew 151.2%, from $6M to $16M.
Which 401(k) plans are similar in size to New Perspective Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Best Services Group, Inc. Employee Savings and Profit Sharing Plan in NC ($16M, 687 participants).
Which 401(k) plans cover a similar participant headcount to New Perspective Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Axiom Global Inc. 401(k) Plan in IL (1,750 participants, $114M 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 611572941.

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.