401(k) · DOL Form 5500 · 2022

Milk Specialties Company 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
979
Participants Near avg headcount
87th
Percentile by assets National rank
$47,801
Avg per participant Low balance/head
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Official DOL plan name: Milk Specialties Company Retirement Plan · Sponsored by Milk Specialties Company · Minnesota · Manufacturing

$47M in assets, 979 participants

Milk Specialties Company's Milk Specialties Company Retirement Plan reported $47M in total assets and 979 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,813 in Manufacturing (20,602 peers)

Where Milk Specialties Company Retirement Plan sits by assets

Milk Specialties Company Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 979 participants (~$47,801/participant), down 11.4% in 2022.

#16,813
in Manufacturing (20,602 peers)
-11.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milk Specialties Company Retirement Plan's outsized position by total assets

Milk Specialties Company Retirement Plan vs every filed plan by assets

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

$46,797,285 Top 13% higher than 87% 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

Milk Specialties Company Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milk Specialties Company Retirement Plan sits mid-pack in the medium band (979 participants).

Published 5500 schedule card

Filing strip 363452006 · Milk Specialties Company PY 2022 · 401(k)

Milk Specialties Company Retirement Plan · $47M · 979 · 87th

  • IND $47M
  • EOY 979
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Mcdonough Bolyard Peck, Inc. Profit Sharing 401(k) Plan and Trust
  • EIN ind #16813

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 Manufacturing retirement plans → · Plans in Minnesota →

Milk Specialties Company Retirement Plan in the asset neighbourhood

Milk Specialties Company Retirement PlanMilk Specialties Company Ret…$47MMcdonough Bolyard Peck, Inc. Profit Sharing 401(k) Plan and TrustMcdonough Bolyard Peck, Inc.…$47MOpen Road 401(k) Plan$47MInotiv, Inc. Retirement Plan$47MCmd Corporation's Employee Savings and Retirement PlanCmd Corporation's Employee S…$47M
End-of-year total assets ($M) among Milk Specialties Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$47M
Net Income-$6M
Employer EIN363452006
Plan Effective Date1986-07-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Milk Specialties Company)

Sponsor-wide plan assets over time

All Milk Specialties Company plans reported in each filing year

Latest sponsor-wide plan assets
$67M 42.41071036492822% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.8M $66.6M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 979 $47M
2023 1 1,082 $57M
2024 1 1,166 $67M

Nearby 401(k) Plans in Minnesota

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

Milk Specialties Company Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Milk Specialties Company Retirement Plan, Total assets ($B): 0.046797285 · Participants: 979Milk Specialties Company Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Milk Specialties Company Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Milk Specialties Company Retirement Plan side-by-side with 3 peers →

Milk Specialties Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mcdonough Bolyard Peck, Inc. Profit Sharing 401(k) Plan and Trust in VA ($47M); by covered participants it is Homestreet, Inc 401(k) Savings Plan in WA (979 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (979 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 Milk Specialties Company Retirement Plan assets move in 2022? ▼
Milk Specialties Company Retirement Plan pulled back noticeably - down 11.4% during 2022, from $53M to $47M. Reported net income was -$6M.
How have Milk Specialties Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milk Specialties Company's sponsor-wide assets grew 42.4%, from $47M to $67M.
Where does Milk Specialties Company Retirement Plan rank by assets among Form 5500 filers? ▼
Milk Specialties Company Retirement Plan ranks in the 87th 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 Milk Specialties Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcdonough Bolyard Peck, Inc. Profit Sharing 401(k) Plan and Trust in VA ($47M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Milk Specialties Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Homestreet, Inc 401(k) Savings Plan in WA (979 participants, $151M 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 363452006.

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.