401(k) · DOL Form 5500 · 2022

Southworth-Milton Inc 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
950
Participants Near avg headcount
93rd
Percentile by assets National rank
$102,826
Avg per participant Below avg balance/head
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Official DOL plan name: Milton Cat 401(k) Plan · Sponsored by Southworth-Milton Inc · Massachusetts · Wholesale Trade

$98M in assets, 950 participants

Southworth-Milton Inc's Milton Cat 401(k) Plan reported $98M in total assets and 950 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #6,435 in Wholesale Trade (6,843 peers)

Where Milton Cat 401(k) Plan sits by assets

Milton Cat 401(k) Plan sits in the top 10% of all filed plans by assets, $98M for 950 participants (~$102,826/participant), down 12.3% in 2022.

#6,435
in Wholesale Trade (6,843 peers)
-12.3%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milton Cat 401(k) Plan's outsized position by total assets

Milton Cat 401(k) Plan vs every filed plan by assets

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

$97,684,326 Top 7% higher than 93% 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 Cat 401(k) 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 Cat 401(k) Plan sits mid-pack in the medium band (950 participants).

EBSA filing schedule strip

Filing strip 020258444 · Southworth-Milton Inc PY 2022 · 401(k)

Milton Cat 401(k) Plan · $98M · 950 · 93rd

  • IND $98M
  • EOY 950
  • 5500 93rd
  • ASSETS 401(k)
  • PCT near Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.a. 401(k) Plan
  • EIN ind #6435

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Milton Cat 401(k) Plan in the asset neighbourhood

Realtruck Retirement Savings PlanRealtruck Retirement Savings…$98MStearns Weaver Miller Weissler Alhadeff & Sitterson, P.a. 401(k) PlanStearns Weaver Miller Weissl…$98MMilton Cat 401(k) Plan$98MMill Creek Residential Trust Resources LLC 401(k) PlanMill Creek Residential Trust…$98MFive9, Inc.401(k) Plan$98M
End-of-year total assets ($M) among Milton Cat 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$98M
Net Income-$14M
Employer EIN020258444
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southworth-Milton Inc)

Sponsor-wide plan assets over time

All Southworth-Milton Inc plans reported in each filing year

Latest sponsor-wide plan assets
$163M 66.621882614003% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $97.7M $163M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 950 $98M
2023 2 1,101 $135M
2024 2 1,338 $163M

Nearby 401(k) Plans in Massachusetts

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

Milton Cat 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Milton Cat 401(k) Plan, Total assets ($B): 0.097684326 · Participants: 950Milton Cat 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Milton Cat 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Milton Cat 401(k) Plan side-by-side with 3 peers →

Milton Cat 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.a. 401(k) Plan in FL ($98M); by covered participants it is Sonder 401(k) Savings Plan in CO (950 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (950 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 Cat 401(k) Plan assets move in 2022? ▼
Milton Cat 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $111M to $98M. Reported net income was -$14M.
How have Southworth-Milton Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southworth-Milton Inc's sponsor-wide assets grew 66.6%, from $98M to $163M.
Where does Milton Cat 401(k) Plan rank by assets among Form 5500 filers? ▼
Milton Cat 401(k) Plan ranks in the 93rd 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 401(k) plans are similar in size to Milton Cat 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.a. 401(k) Plan in FL ($98M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Milton Cat 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sonder 401(k) Savings Plan in CO (950 participants, $13M 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 020258444.

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.