401(k) · DOL Form 5500 · 2022

The Milk Shake Factory 401(k) Plan

Data updated 2026-08-25

$711K
Total assets Small plan by assets
76
Participants Small participant base
22nd
Percentile by assets National rank
$9,356
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Milk Shake Factory 401(k) Plan · Sponsored by The Milk Shake Factory · Pennsylvania · Food Services & Accommodation

$711K in assets, 76 participants

The Milk Shake Factory's The Milk Shake Factory 401(k) Plan reported $711K in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,438 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Milk Shake Factory 401(k) Plan ranks #2,438 of 4,592 2022 filers by assets (2751% of the sector average)-$711K for 76 participants.

#2,438
in Food Services & Accommodation (4,592 peers)
-11.6%
assets change YoY

The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Milk Shake Factory 401(k) Plan among the smaller filed plans by assets

The Milk Shake Factory 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$711,088 22nd percentile higher than 22% of 139,123 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 2022

The Milk Shake Factory 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Milk Shake Factory 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 461099575 · The Milk Shake Factory PY 2022 · 401(k)

The Milk Shake Factory 401(k) Plan · $711K · 76 · 22nd

  • BOOK $711K
  • BOOK 76
  • BOOK 22nd
  • BOOK 401(k)
  • BOOK near Sherman Personal Services, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2438

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

The Milk Shake Factory 401(k) Plan in the asset neighbourhood

The Milk Shake Factory 401(k) PlanThe Milk Shake Factory 401(k…$711KSherman Personal Services, Inc. 401(k) Profit Sharing PlanSherman Personal Services, I…$711KGlenoaks Pathology$711KSignova Corporation 401(k) PlanSignova Corporation 401(k) P…$711KFree Range Employment LLC 401(k) PlanFree Range Employment LLC 40…$711K
End-of-year total assets ($M) among The Milk Shake Factory 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$804K
Net Assets (End of Year)$711K
Net Income-$93K
Employer EIN461099575
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Milk Shake Factory)

Sponsor-wide plan assets over time

All The Milk Shake Factory plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.70302409828319% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.71M $1.08M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 76 $711K
2023 1 366 $889K
2024 1 172 $1M

Nearby 401(k) Plans in Pennsylvania

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

The Milk Shake Factory 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Milk Shake Factory 401(k) Plan, Total assets ($B): 0.000711088 · Participants: 76The Milk Shake Factory 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Milk Shake Factory 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Milk Shake Factory 401(k) Plan side-by-side with 3 peers →

The Milk Shake Factory 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sherman Personal Services, Inc. 401(k) Profit Sharing Plan in IL ($711K); by covered participants it is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($711K here).

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Milk Shake Factory 401(k) Plan assets move in 2022? ▼
The Milk Shake Factory 401(k) Plan pulled back noticeably - down 11.6% during 2022, from $804K to $711K. Reported net income was -$93K.
How have The Milk Shake Factory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Milk Shake Factory's sponsor-wide assets grew 51.7%, from $711K to $1M.
Where does The Milk Shake Factory 401(k) Plan rank by assets among Form 5500 filers? ▼
The Milk Shake Factory 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Milk Shake Factory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sherman Personal Services, Inc. 401(k) Profit Sharing Plan in IL ($711K, 14 participants).
Which 401(k) plans cover a similar participant headcount to The Milk Shake Factory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants, $590K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461099575.

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.