Profit Sharing · DOL Form 5500 · 2022
Milford Consultants, Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $191,940
- Avg per participant Above avg balance/head
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.
- #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.
- #4,444
- in Real Estate (5,057 peers)
- -15.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Milford Consultants, Ltd. Defined Contribution Retirement Plan's outsized position 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 among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milford Consultants, Ltd. Defined Contribution Retirement Plan is a small filing (91 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 010789442 · Milford Consultants, Ltd. PY 2022 · Profit Sharing
Milford Consultants, Ltd. Defined Contribution Retirement Plan · $17M · 91 · 75th
- SCH $17M
- SCH 91
- SCH 75th
- SCH Profit Sharing
- SCH near GE Puerto Rico Savings Plan
- SCH ind #4444
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 Real Estate retirement plans → · Plans in New York →
Milford Consultants, Ltd. Defined Contribution Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Milford Consultants, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 12.887194298209547% vs 2022
- 2024 filing year
| 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.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Milford Consultants, Ltd. Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is GE Puerto Rico Savings Plan in PR ($17M); by covered participants it is Teamsters Joint Council No. 41 Severance Plan in OH (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.