Profit Sharing · DOL Form 5500 · 2024
Millennium Enterprises, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $788K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $196,964
- Avg per participant Above avg balance/head
Official DOL plan name: Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust · Sponsored by Millennium Enterprises, Inc. · Oregon · Retail Trade
$788K in assets, 4 participants
Millennium Enterprises, Inc.'s Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust reported $788K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,658 in Retail Trade (8,048 peers)
2024 asset change
Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust grew sharply 18.3% in 2024 ($666K → $788K) for 4 participants.
- #2,658
- in Retail Trade (8,048 peers)
- +18.3%
- assets growth YoY
Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust among the smaller filed plans by assets
Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$787,857 21st percentile higher than 21% 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
Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust reported net income rose from -$85K in the plan year 2023 filing to $122K in the plan year 2024 filing.
- Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust end-of-year assets rose from $666K in the plan year 2023 filing to $788K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 930633707 · Millennium Enterprises, Inc. PY 2024 · Profit Sharing
Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust · $788K · 4 · 21st
- EOY $788K
- 5500 4
- ASSETS 21st
- PCT Profit Sharing
- EIN near Gibbens Drake Scott, Inc. Employee Stock Ownership Fund
- RANK ind #2658
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 Retail Trade retirement plans → · Plans in Oregon →
Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust in the asset neighbourhood
Millennium Enterprises, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Millennium Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $788K 4.917362580583302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $751K |
| 2023 | 1 | 4 | $666K |
| 2024 | 1 | 4 | $788K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $666K |
|---|---|
| Net Assets (End of Year) | $788K |
| Net Income | $122K |
| Employer EIN | 930633707 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Millennium Enterprises, Inc. Restated Employee Savings Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Gibbens Drake Scott, Inc. Employee Stock Ownership Fund in MO ($788K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($788K here).
- Gibbens Drake Scott, Inc. Employee Stock Ownership Fund (MO) $788K · 23
- Ahron Raziel, Dds, P.C. Profit Sharing Plan (NY) $788K · 1
- West Branch Hardwoods Inc. (CO) $788K · 3
- Midstate Telephone Company Pension Plan (ND) $789K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.