401(k) · DOL Form 5500 · 2023

Milwaukee Investment Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Milwaukee Investment Company Profit Sharing Plan · Sponsored by Milwaukee Investment Company · Colorado · Real Estate

$4M in assets, 2 participants

Milwaukee Investment Company's Milwaukee Investment Company Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,874 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Milwaukee Investment Company Profit Sharing Plan ranks #2,874 of 4,727 2023 filers by assets (628% of the sector average)-$4M for 2 participants.

#2,874
in Real Estate (4,727 peers)
+25.0%
assets growth YoY

Milwaukee Investment Company Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Milwaukee Investment Company Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,131,906 41st percentile higher than 41% of 127,068 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 2023

Milwaukee Investment Company Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milwaukee Investment Company Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milwaukee Investment Company Profit Sharing Plan reported net income rose from $478K in the plan year 2022 filing to $827K in the plan year 2023 filing.
  • Milwaukee Investment Company Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840990884 · Milwaukee Investment Company PY 2023 · 401(k)

Milwaukee Investment Company Profit Sharing Plan · $4M · 2 · 41st

  • VS-ST $4M
  • BOY 2
  • SCH 41st
  • EBSA 401(k)
  • PART near Draper & Mcginley, PA Retirement Plan
  • TYPE ind #2874

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 Colorado →

Milwaukee Investment Company Profit Sharing Plan in the asset neighbourhood

Milwaukee Investment Company Profit Sharing PlanMilwaukee Investment Company…$4MDraper & Mcginley, PA Retirement PlanDraper & Mcginley, PA Retire…$4MElixir Extrusions 401(k) Plan$4MA-1 Limousine Inc 401(k) Profit Sharing Plan and TrustA-1 Limousine Inc 401(k) Pro…$4MGavs Technologies NA, Inc. 401(k) PlanGavs Technologies NA, Inc. 4…$4M
End-of-year total assets ($M) among Milwaukee Investment Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$827K
Employer EIN840990884
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milwaukee Investment Company)

Sponsor-wide plan assets over time

All Milwaukee Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.657858384557997% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.31M $3.92M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $4M

Nearby 401(k) Plans in Colorado

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

Milwaukee Investment Company Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Milwaukee Investment Company Profit Sharing Plan, Total assets ($B): 0.004131906 · Participants: 2Milwaukee Investment Company Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Milwaukee Investment Company Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Milwaukee Investment Company Profit Sharing Plan side-by-side with 3 peers →

Milwaukee Investment Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Draper & Mcginley, PA Retirement Plan in MD ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milwaukee Investment Company Profit Sharing Plan assets move in 2023? ▼
Milwaukee Investment Company Profit Sharing Plan grew sharply - up 25.0% during 2023, from $3M to $4M. Reported net income was $827K.
How have Milwaukee Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milwaukee Investment Company's sponsor-wide assets grew 18.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Milwaukee Investment Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Draper & Mcginley, PA Retirement Plan in MD ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Milwaukee Investment Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840990884.

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.