401(k) · DOL Form 5500 · 2022

Southworth-Milton Inc 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
950
Participants
93rd
Percentile by assets
$102,826
Avg per participant
PlainRetire home → About this data

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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$98M
total plan assets (2022 EOY)
950
covered participants
93rd
percentile by assets (of 139,126 plans)
$102,826
avg assets per participant

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.

Where Milton Cat 401(k) Plan sits 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 $2,010,000,000 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

State
Massachusetts
Industry
Wholesale Trade

Milton Cat 401(k) Plan vs the 2022 asset distribution

By assets, Milton Cat 401(k) Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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)

$80M$100M$120M$140M$160M$180M 202220232024 $97.7M $163M ▲ +66.6%
Total plan assets by year, all Southworth-Milton Inc plans on file
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 …, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Instit…Philips North Americ…, Total assets ($B): 5.180251859 · Participants: 19750Philips North Americ…Boston Scientific Co…, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Co…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Milton Cat 401(k) Plan by total assets, not by location.

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).

Next read for Milton Cat 401(k) Plan

Scale reading

Ways to act on Milton Cat 401(k) Plan's numbers.

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.