401(k) · DOL Form 5500 · 2023

Milo C. Cockerham, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
77
Participants Small participant base
38th
Percentile by assets National rank
$45,647
Avg per participant Low balance/head
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Official DOL plan name: Milo C. Cockerham, Inc. 401(k) Plan · Sponsored by Milo C. Cockerham, Inc. · Virginia · Retail Trade

$4M in assets, 77 participants

Milo C. Cockerham, Inc.'s Milo C. Cockerham, Inc. 401(k) Plan reported $4M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,142 in Retail Trade (8,414 peers)

What the 2023 filing shows

Milo C. Cockerham, Inc. 401(k) Plan holds $4M for 77 participants - about $45,647 per participant, in the lower half of filed plans by assets.

#4,142
in Retail Trade (8,414 peers)
-5.4%
assets change YoY

The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milo C. Cockerham, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Milo C. Cockerham, Inc. 401(k) Plan vs every filed plan by assets

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

$3,514,838 38th percentile higher than 38% 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 C. Cockerham, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milo C. Cockerham, Inc. 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milo C. Cockerham, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$200K in the plan year 2023 filing.
  • Milo C. Cockerham, Inc. 401(k) Plan reported participants rose from 70 in the plan year 2022 filing to 77 in the plan year 2023 filing.
  • Milo C. Cockerham, Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540891745 · Milo C. Cockerham, Inc. PY 2023 · 401(k)

Milo C. Cockerham, Inc. 401(k) Plan · $4M · 77 · 38th

  • RANK $4M
  • PHOTO 77
  • IND 38th
  • EOY 401(k)
  • 5500 near Gentner Group 401(k) Plan
  • ASSETS ind #4142

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 Retail Trade retirement plans → · Plans in Virginia →

Milo C. Cockerham, Inc. 401(k) Plan in the asset neighbourhood

Amphora, Inc. 401(k) Plan$4MChappaqua Transportation, Inc. Profit Sharing PlanChappaqua Transportation, In…$4MMilo C. Cockerham, Inc. 401(k) PlanMilo C. Cockerham, Inc. 401(…$4MGentner Group 401(k) Plan$4MHawley, LLC 401(k) Plan 001$4M
End-of-year total assets ($M) among Milo C. Cockerham, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$200K
Employer EIN540891745
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milo C. Cockerham, Inc.)

Sponsor-wide plan assets over time

All Milo C. Cockerham, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 7.015985288333638% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.71M $3.98M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 70 $4M
2023 1 77 $4M
2024 1 77 $4M

Nearby 401(k) Plans in Virginia

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

Milo C. Cockerham, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Milo C. Cockerham, Inc. 401(k) Plan, Total assets ($B): 0.003514838 · Participants: 77Milo C. Cockerham, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Milo C. Cockerham, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Milo C. Cockerham, Inc. 401(k) Plan side-by-side with 3 peers →

Milo C. Cockerham, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Gentner Group 401(k) Plan in CA ($4M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 C. Cockerham, Inc. 401(k) Plan assets move in 2023? ▼
Milo C. Cockerham, Inc. 401(k) Plan pulled back noticeably - down 5.4% during 2023, from $4M to $4M. Reported net income was -$200K.
How have Milo C. Cockerham, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milo C. Cockerham, Inc.'s sponsor-wide assets grew 7.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Milo C. Cockerham, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gentner Group 401(k) Plan in CA ($4M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Milo C. Cockerham, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 540891745.

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.