Other · DOL Form 5500 · 2022

Milton Academy Retirement Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
457
Participants Below avg headcount
94th
Percentile by assets National rank
$282,403
Avg per participant High balance/head
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Official DOL plan name: Milton Academy Retirement Plan · Sponsored by Milton Academy · Massachusetts · Educational Services

$129M in assets, 457 participants

Milton Academy's Milton Academy Retirement Plan reported $129M in total assets and 457 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,599 in Educational Services (4,024 peers)

Where Milton Academy Retirement Plan sits by assets

Milton Academy Retirement Plan sits in the top 10% of all filed plans by assets, $129M for 457 participants (~$282,403/participant), down 16.0% in 2022.

#3,599
in Educational Services (4,024 peers)
-16.0%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milton Academy Retirement Plan's outsized position by total assets

Milton Academy Retirement Plan vs every filed plan by assets

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

$129,058,392 Top 6% higher than 94% 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 Academy 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. Milton Academy Retirement Plan sits mid-pack in the medium band (457 participants).

DOL schedule card

Filing strip 042103603 · Milton Academy PY 2022 · Other

Milton Academy Retirement Plan · $129M · 457 · 94th

  • IND $129M
  • IND 457
  • IND 94th
  • IND Other
  • IND near NECA Local 145 IBEW Annuity and Profit Sharing Pla
  • IND ind #3599

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 Educational Services retirement plans → · Plans in Massachusetts →

Milton Academy Retirement Plan in the asset neighbourhood

NECA Local 145 IBEW Annuity and Profit Sharing PlaNECA Local 145 IBEW Annuity …$129MMilton Academy Retirement PlanMilton Academy Retirement Pl…$129MThe Museum of Modern Art 403(b) Retirement PlanThe Museum of Modern Art 403…$128MAugsburg University Defined Contribution Retirement PlanAugsburg University Defined …$128MCouncil on Foreign Relations 403(b) Retirement PlanCouncil on Foreign Relations…$128M
End-of-year total assets ($M) among Milton Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$129M
Net Income-$25M
Employer EIN042103603
Plan Effective Date1956-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milton Academy)

Sponsor-wide plan assets over time

All Milton Academy plans reported in each filing year

Latest sponsor-wide plan assets
$156M 20.73685684848762% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $156M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 457 $129M
2023 1 401 $145M
2024 1 398 $156M

Nearby Other Plans in Massachusetts

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

Milton Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Milton Academy Retirement Plan, Total assets ($B): 0.129058392 · Participants: 457Milton Academy Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Milton Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Milton Academy Retirement Plan side-by-side with 3 peers →

Milton Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is NECA Local 145 IBEW Annuity and Profit Sharing Pla in IL ($129M); by covered participants it is University Clinical Health 403(b) Plan in TN (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Academy Retirement Plan assets move in 2022? ▼
Milton Academy Retirement Plan declined sharply - down 16.0% during 2022, from $154M to $129M. Reported net income was -$25M.
How have Milton Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milton Academy's sponsor-wide assets grew 20.7%, from $129M to $156M.
Where does Milton Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Milton Academy Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Milton Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is NECA Local 145 IBEW Annuity and Profit Sharing Pla in IL ($129M, 1,066 participants).
Which Other plans cover a similar participant headcount to Milton Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University Clinical Health 403(b) Plan in TN (457 participants, $10M 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 042103603.

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.