401(k) · DOL Form 5500 · 2022

Milward Funeral Directors 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
46th
Percentile by assets National rank
$247,616
Avg per participant Above avg balance/head
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Official DOL plan name: Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan · Sponsored by Milward Funeral Directors · Kentucky · Other Services

$4M in assets, 16 participants

Milward Funeral Directors's Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,561 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan ranks #5,561 of 8,398 2022 filers by assets (507% of the sector average)-$4M for 16 participants.

#5,561
in Other Services (8,398 peers)
+3.4%
assets growth YoY

Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,961,862 46th percentile higher than 46% 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

Milward Funeral Directors, Inc. 401(k) Profit Sharing 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. Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 610889933 · Milward Funeral Directors PY 2022 · 401(k)

Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan · $4M · 16 · 46th

  • EBSA $4M
  • PART 16
  • TYPE 46th
  • NET 401(k)
  • BOOK near Austin Engineering USA Service 401(k)
  • VS-ST ind #5561

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 Other Services retirement plans → · Plans in Kentucky →

Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Milward Funeral Directors, Inc. 401(k) Profit Sharing PlanMilward Funeral Directors, I…$4MAustin Engineering USA Service 401(k)Austin Engineering USA Servi…$4MMje, LLC 401(k) Profit Sharing PlanMje, LLC 401(k) Profit Shari…$4MStrada Services, Inc 401(k) Retirement PlanStrada Services, Inc 401(k) …$4MHahn & Clay Employees Profit Sharing PlanHahn & Clay Employees Profit…$4M
End-of-year total assets ($M) among Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$131K
Employer EIN610889933
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milward Funeral Directors)

Sponsor-wide plan assets over time

All Milward Funeral Directors plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.210864992268785% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.96M $4.41M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 20 $4M
2024 1 21 $4M

Nearby 401(k) Plans in Kentucky

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

Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003961862 · Participants: 16Milward Funeral Directors, Inc. 401(k) Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Austin Engineering USA Service 401(k) in WY ($4M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan edged up modestly - up 3.4% during 2022, from $4M to $4M. Reported net income was $131K.
How have Milward Funeral Directors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milward Funeral Directors's sponsor-wide assets grew 11.2%, from $4M to $4M.
Which 401(k) plans are similar in size to Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Austin Engineering USA Service 401(k) in WY ($4M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Milward Funeral Directors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 610889933.

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.