Profit Sharing · DOL Form 5500 · 2022
Milford Consultants, Ltd. Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 91
- Participants
- 75th
- Percentile by assets
- $191,940
- Avg per participant
Official DOL plan name: Milford Consultants, Ltd. Defined Contribution Retirement Plan · Sponsored by Milford Consultants, Ltd. · New York · Real Estate
$17M in assets, 91 participants
Milford Consultants, Ltd.'s Milford Consultants, Ltd. Defined Contribution Retirement Plan reported $17M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 139,126 plans)
- #4,444 in Real Estate (5,057 peers)
Where Milford Consultants, Ltd. Defined Contribution Retirement Plan sits by assets
Milford Consultants, Ltd. Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 91 participants (~$191,940/participant), down 15.4% in 2022.
- $17M
- total plan assets (2022 EOY)
- 91
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $191,940
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Milford Consultants, Ltd. Defined Contribution Retirement Plan sits by total assets
Milford Consultants, Ltd. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,466,546 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Milford Consultants, Ltd. Defined Contribution Retirement Plan vs the 2022 asset distribution
By assets, Milford Consultants, Ltd. Defined Contribution Retirement Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 010789442 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milford Consultants, Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 97 | $24M |
| 2023 | 1 | 91 | $18M |
| 2024 | 1 | 94 | $21M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Milford Consultants, Ltd. Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
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- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
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- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Milford Consultants, Ltd. Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Milford Consultants, Ltd. Defined Contribution Retirement Plan assets move in 2022? ▼
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Scale reading
Ways to act on Milford Consultants, Ltd. Defined Contribution Retirement Plan's numbers.
- By total assets, Milford Consultants, Ltd. Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Milford Consultants, Ltd.'s sponsor-wide assets have declined 12.9% since 2022 across 3 plan years on file. More Real Estate plans