401(k) · DOL Form 5500 · 2022

Milton Pediatric Associates, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
47
Participants Small participant base
76th
Percentile by assets National rank
$391,834
Avg per participant High balance/head
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Official DOL plan name: Milton Pediatric Retirement Trust · Sponsored by Milton Pediatric Associates, LLC · Massachusetts · Healthcare & Social Assistance

$18M in assets, 47 participants

Milton Pediatric Associates, LLC's Milton Pediatric Retirement Trust reported $18M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,028 in Healthcare & Social Assistance (20,060 peers)

Where Milton Pediatric Retirement Trust sits by assets

Milton Pediatric Retirement Trust sits in the top quartile of all filed plans by assets, $18M for 47 participants (~$391,834/participant), down 16.8% in 2022.

#16,028
in Healthcare & Social Assistance (20,060 peers)
-16.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milton Pediatric Retirement Trust's outsized position by total assets

Milton Pediatric Retirement Trust vs every filed plan by assets

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

$18,416,209 Top 24% higher than 76% 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

Milton Pediatric Retirement Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Pediatric Retirement Trust is a small filing (47 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043496618 · Milton Pediatric Associates, LLC PY 2022 · 401(k)

Milton Pediatric Retirement Trust · $18M · 47 · 76th

  • EBSA $18M
  • EBSA 47
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Birmingham Fastener & Supply, Inc. 401(k) Plan
  • EBSA ind #16028

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 Massachusetts →

Milton Pediatric Retirement Trust in the asset neighbourhood

Milton Pediatric Retirement TrustMilton Pediatric Retirement …$18MBirmingham Fastener & Supply, Inc. 401(k) PlanBirmingham Fastener & Supply…$18MEndava Inc. 401(k) Profit Sharing Plan and TrustEndava Inc. 401(k) Profit Sh…$18MCommunity Bank 401(k) Profit Sharing PlanCommunity Bank 401(k) Profit…$18MPsc Biotech Corporation Retirement PlanPsc Biotech Corporation Reti…$18M
End-of-year total assets ($M) among Milton Pediatric Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN043496618
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milton Pediatric Associates, LLC)

Sponsor-wide plan assets over time

All Milton Pediatric Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 43.13626110563797% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.4M $26.4M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 47 $18M
2023 1 46 $23M
2024 1 51 $26M

Nearby 401(k) Plans in Massachusetts

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

Milton Pediatric Retirement Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Milton Pediatric Retirement Trust, Total assets ($B): 0.018416209 · Participants: 47Milton Pediatric Retirement TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Milton Pediatric Retirement Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Milton Pediatric Retirement Trust side-by-side with 3 peers →

Milton Pediatric Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Birmingham Fastener & Supply, Inc. 401(k) Plan in AL ($18M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Milton Pediatric Retirement Trust assets move in 2022? ▼
Milton Pediatric Retirement Trust declined sharply - down 16.8% during 2022, from $22M to $18M. Reported net income was -$4M.
How have Milton Pediatric Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milton Pediatric Associates, LLC's sponsor-wide assets grew 43.1%, from $18M to $26M.
Where does Milton Pediatric Retirement Trust rank by assets among Form 5500 filers? ▼
Milton Pediatric Retirement Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Milton Pediatric Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Birmingham Fastener & Supply, Inc. 401(k) Plan in AL ($18M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Milton Pediatric Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants, $5M 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 043496618.

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.