401(k) · DOL Form 5500 · 2024

Millennium Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
402
Participants Below avg headcount
44th
Percentile by assets National rank
$14,098
Avg per participant Low balance/head
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Official DOL plan name: Living Care Lifestyles 401(k) Profit Sharing Plan · Sponsored by Millennium Advisors, Inc. · Washington · Healthcare & Social Assistance

$6M in assets, 402 participants

Millennium Advisors, Inc.'s Living Care Lifestyles 401(k) Profit Sharing Plan reported $6M in total assets and 402 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,079 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Living Care Lifestyles 401(k) Profit Sharing Plan covers 402 participants in Washington, about 27% of the average Washington filer (state average ~1,476 per filing). Assets: $6M.

#8,079
in Healthcare & Social Assistance (16,916 peers)
+1.5%
assets growth YoY

Living Care Lifestyles 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Living Care Lifestyles 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,667,545 44th percentile higher than 44% 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

Living Care Lifestyles 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. Living Care Lifestyles 401(k) Profit Sharing Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Living Care Lifestyles 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $86K in the plan year 2024 filing.
  • Living Care Lifestyles 401(k) Profit Sharing Plan reported participants rose from 342 in the plan year 2023 filing to 402 in the plan year 2024 filing.
  • Living Care Lifestyles 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 911644545 · Millennium Advisors, Inc. PY 2024 · 401(k)

Living Care Lifestyles 401(k) Profit Sharing Plan · $6M · 402 · 44th

  • ASSETS $6M
  • ASSETS 402
  • ASSETS 44th
  • ASSETS 401(k)
  • ASSETS near Chicago Dental Society 401(k) Plan
  • ASSETS ind #8079

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 Washington →

Living Care Lifestyles 401(k) Profit Sharing Plan in the asset neighbourhood

Living Care Lifestyles 401(k) Profit Sharing PlanLiving Care Lifestyles 401(k…$6MChicago Dental Society 401(k) PlanChicago Dental Society 401(k…$6MGrammatech 401(k) Plan$6MDecisionpoint 401(k) Profit Sharing Plan 002Decisionpoint 401(k) Profit …$6MLotus Cars USA, Inc. 401(k) PlanLotus Cars USA, Inc. 401(k) …$6M
End-of-year total assets ($M) among Living Care Lifestyles 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$86K
Employer EIN911644545
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Millennium Advisors, Inc.)

Sponsor-wide plan assets over time

All Millennium Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.409450588639658% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.41M $5.67M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 382 $4M
2023 1 342 $6M
2024 1 402 $6M

Nearby 401(k) Plans in Washington

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

Living Care Lifestyles 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Living Care Lifestyles 401(k) Profit Sharing Plan, Total assets ($B): 0.005667545 · Participants: 402Living Care Lifestyles 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Living Care Lifestyles 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Living Care Lifestyles 401(k) Profit Sharing Plan side-by-side with 3 peers →

Living Care Lifestyles 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Chicago Dental Society 401(k) Plan in IL ($6M); by covered participants it is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (402 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Living Care Lifestyles 401(k) Profit Sharing Plan assets move in 2024? ▼
Living Care Lifestyles 401(k) Profit Sharing Plan edged up modestly - up 1.5% during 2024, from $6M to $6M. Reported net income was $86K.
How have Millennium Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Millennium Advisors, Inc.'s sponsor-wide assets grew 28.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Living Care Lifestyles 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Dental Society 401(k) Plan in IL ($6M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Living Care Lifestyles 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (402 participants, $14M 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 911644545.

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.