401(k) · DOL Form 5500 · 2023

Milo's Restaurant Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
151
Participants Small participant base
34th
Percentile by assets National rank
$17,334
Avg per participant Low balance/head
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Official DOL plan name: Milo's Hamburgers 401(k) Plan · Sponsored by Milo's Restaurant Holdings, LLC · Alabama · Food Services & Accommodation

$3M in assets, 151 participants

Milo's Restaurant Holdings, LLC's Milo's Hamburgers 401(k) Plan reported $3M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,683 in Food Services & Accommodation (3,828 peers)

Coverage in Alabama

Milo's Hamburgers 401(k) Plan covers 151 participants in Alabama, about 42% of the average Alabama filer (state average ~360 per filing). Assets: $3M.

#2,683
in Food Services & Accommodation (3,828 peers)
+13.1%
assets growth YoY

Milo's Hamburgers 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Milo's Hamburgers 401(k) Plan vs every filed plan by assets

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

$2,617,427 34th percentile higher than 34% 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

Milo's Hamburgers 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milo's Hamburgers 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milo's Hamburgers 401(k) Plan reported net income rose from -$160K in the plan year 2022 filing to $302K in the plan year 2023 filing.
  • Milo's Hamburgers 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 151 in the plan year 2023 filing.
  • Milo's Hamburgers 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364714633 · Milo's Restaurant Holdings, LLC PY 2023 · 401(k)

Milo's Hamburgers 401(k) Plan · $3M · 151 · 34th

  • IND $3M
  • EOY 151
  • 5500 34th
  • ASSETS 401(k)
  • PCT near Scottish Rite Masonic Museum & Library Retirement Plan
  • EIN ind #2683

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 Food Services & Accommodation retirement plans → · Plans in Alabama →

Milo's Hamburgers 401(k) Plan in the asset neighbourhood

Milo's Hamburgers 401(k) Plan$3MScottish Rite Masonic Museum & Library Retirement PlanScottish Rite Masonic Museum…$3MOak Engineering, Inc. Retirement Plan and TrustOak Engineering, Inc. Retire…$3MBates Trucking Co Inc 401(k) Profit Sharing Plan & TrustBates Trucking Co Inc 401(k)…$3MProspance Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Milo's Hamburgers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$302K
Employer EIN364714633
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milo's Restaurant Holdings, LLC)

Sponsor-wide plan assets over time

All Milo's Restaurant Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.729636352483483% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M$2.7M 202220232024 $2.31M $2.56M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 131 $2M
2023 1 151 $3M
2024 1 173 $3M

Nearby 401(k) Plans in Alabama

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

Milo's Hamburgers 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Milo's Hamburgers 401(k) Plan, Total assets ($B): 0.002617427 · Participants: 151Milo's Hamburgers 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Milo's Hamburgers 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Milo's Hamburgers 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Scottish Rite Masonic Museum & Library Retirement Plan in MA ($3M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Milo's Hamburgers 401(k) Plan assets move in 2023? ▼
Milo's Hamburgers 401(k) Plan grew at a solid clip - up 13.1% during 2023, from $2M to $3M. Reported net income was $302K.
How have Milo's Restaurant Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milo's Restaurant Holdings, LLC's sponsor-wide assets grew 10.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Milo's Hamburgers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scottish Rite Masonic Museum & Library Retirement Plan in MA ($3M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Milo's Hamburgers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 364714633.

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.