Profit Sharing · DOL Form 5500 · 2022

Milton Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$575K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$191,700
Avg per participant Above avg balance/head
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Official DOL plan name: Milton Ventures, Inc. Retirement Plan · Sponsored by Milton Ventures, Inc. · Arizona · Manufacturing

$575K in assets, 3 participants

Milton Ventures, Inc.'s Milton Ventures, Inc. Retirement Plan reported $575K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,716 in Manufacturing (20,602 peers)

Milton Ventures, Inc. multi-year trail

Milton Ventures, Inc.'s plans moved -11.0% in assets from 2022 to 2024; this filing shows Milton Ventures, Inc. Retirement Plan at $575K / 3 participants.

#1,716
in Manufacturing (20,602 peers)
+38.8%
assets growth YoY

Milton Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Milton Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$575,100 20th percentile higher than 20% 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 Ventures, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Ventures, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 822711737 · Milton Ventures, Inc. PY 2022 · Profit Sharing

Milton Ventures, Inc. Retirement Plan · $575K · 3 · 20th

  • NET $575K
  • NET 3
  • NET 20th
  • NET Profit Sharing
  • NET near Diva Deb Productions Retirement Plan
  • NET ind #1716

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 Arizona →

Milton Ventures, Inc. Retirement Plan in the asset neighbourhood

Milton Ventures, Inc. Retirement PlanMilton Ventures, Inc. Retire…$575KDiva Deb Productions Retirement PlanDiva Deb Productions Retirem…$575KDiriko Inc. Retirement Plan$575KBnw Motion Inc. Retirement PlanBnw Motion Inc. Retirement P…$575KBerkeley Group Enterprises, Inc. Retirement PlanBerkeley Group Enterprises, …$575K
End-of-year total assets ($M) among Milton Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Milton Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Milton Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$512K 10.994609633107286% vs 2022
2024 filing year
$0.5M$0.55M$0.6M 202220232024 $0.58M $0.51M ▼ -12.1%
Year Plans Participants Total Assets
2022 1 3 $575K
2023 1 4 $513K
2024 1 2 $512K

Milton Ventures, Inc. filing trail (2022)

Total Assets (Beginning of Year)$414K
Net Assets (End of Year)$575K
Net Income$161K
Employer EIN822711737
Plan Effective Date2017-09-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Milton Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Milton Ventures, Inc. Retirement Plan, Total assets ($M): 0.5751 · Participants: 3Milton Ventures, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Milton Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Milton Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Diva Deb Productions Retirement Plan in CA ($575K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($575K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ventures, Inc. Retirement Plan assets move in 2022?
Milton Ventures, Inc. Retirement Plan surged - up 38.8% during 2022, from $414K to $575K. Reported net income was $161K.
How have Milton Ventures, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Milton Ventures, Inc.'s sponsor-wide assets declined 11.0%, from $575K to $512K.
Where does Milton Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers?
Milton Ventures, Inc. Retirement Plan ranks in the 20th 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 Profit Sharing plans are similar in size to Milton Ventures, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Diva Deb Productions Retirement Plan in CA ($575K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Milton Ventures, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).