401(k) · DOL Form 5500 · 2024
Milstein Brothers Real Estate LLC 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 335
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $140,604
- Avg per participant Near avg balance/head
Official DOL plan name: Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan · Sponsored by Milstein Brothers Real Estate LLC · New York · Real Estate
$47M in assets, 335 participants
Milstein Brothers Real Estate LLC's Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan reported $47M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #4,277 in Real Estate (4,605 peers)
Coverage in New York
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan covers 335 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $47M.
- #4,277
- in Real Estate (4,605 peers)
- +1.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan's outsized position by total assets
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,102,370 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings 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. Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan sits mid-pack in the medium band (335 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan reported net income fell from $6M in the plan year 2023 filing to $496K in the plan year 2024 filing.
- Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan reported participants rose from 317 in the plan year 2023 filing to 335 in the plan year 2024 filing.
- Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan end-of-year assets rose from $47M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134097228 · Milstein Brothers Real Estate LLC PY 2024 · 401(k)
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan · $47M · 335 · 83rd
- BOY $47M
- SCH 335
- EBSA 83rd
- PART 401(k)
- TYPE near Bodine Electric Company Employee's Savings & Investment Plan
- NET ind #4277
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 York →
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $496K |
| Employer EIN | 134097228 |
| Plan Effective Date | 1994-04-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milstein Brothers Real Estate LLC)
Sponsor-wide plan assets over time
All Milstein Brothers Real Estate LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 16.65541531027516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $40M |
| 2023 | 1 | 317 | $47M |
| 2024 | 1 | 335 | $47M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bodine Electric Company Employee's Savings & Investment Plan in IL ($47M); by covered participants it is Enstar (US) Inc. 401(k) Plan in FL (335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (335 participants); asset peers above are excluded.
- Enstar (US) Inc. 401(k) Plan (FL) 335 · 0 off
- Los Alamos Technical Associates, Inc. 401(k) and Profit Sharing Plan (NM) 335 · 0 off
- Life360, Inc. 401(k) Plan (CA) 335 · 0 off
- Gordon Brothers Profit-Sharing Plan (MA) 335 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.