401(k) · DOL Form 5500 · 2023

Millington Lockwood 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
49
Participants Small participant base
52nd
Percentile by assets National rank
$152,782
Avg per participant Above avg balance/head
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Official DOL plan name: Millington Lockwood Profit Sharing Plan · Sponsored by Millington Lockwood · New York · Wholesale Trade

$7M in assets, 49 participants

Millington Lockwood's Millington Lockwood Profit Sharing Plan reported $7M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,687 in Wholesale Trade (6,309 peers)

Millington Lockwood multi-year trail

Millington Lockwood's plans moved +25.9% in assets from 2022 to 2024; this filing shows Millington Lockwood Profit Sharing Plan at $7M / 49 participants.

#2,687
in Wholesale Trade (6,309 peers)
+12.6%
assets growth YoY

Millington Lockwood Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Millington Lockwood Profit Sharing Plan vs every filed plan by assets

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

$7,486,331 Top 48% higher than 52% 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

Millington Lockwood Profit Sharing 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. Millington Lockwood Profit Sharing Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Millington Lockwood Profit Sharing Plan reported net income rose from -$801K in the plan year 2022 filing to $836K in the plan year 2023 filing.
  • Millington Lockwood Profit Sharing Plan reported participants fell from 57 in the plan year 2022 filing to 49 in the plan year 2023 filing.
  • Millington Lockwood Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160529380 · Millington Lockwood PY 2023 · 401(k)

Millington Lockwood Profit Sharing Plan · $7M · 49 · 52nd

  • VS-ST $7M
  • BOY 49
  • SCH 52nd
  • EBSA 401(k)
  • PART near Office360 401(k) Plan
  • TYPE ind #2687

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 New York →

Millington Lockwood Profit Sharing Plan in the asset neighbourhood

Millington Lockwood Profit Sharing PlanMillington Lockwood Profit S…$7MOffice360 401(k) Plan$7MPolymer Corporation 401(k) Profit Sharing Plan & TrustPolymer Corporation 401(k) P…$7MMike Shaw Automotive 401(k) PlanMike Shaw Automotive 401(k) …$7MRaventek Solution Partners, LLC 401(k) PlanRaventek Solution Partners, …$7M
End-of-year total assets ($M) among Millington Lockwood Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Millington Lockwood multi-year asset trail

Sponsor-wide plan assets over time

All Millington Lockwood plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.93468613585174% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.65M $8.38M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 57 $7M
2023 1 49 $7M
2024 1 47 $8M

Millington Lockwood filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$836K
Employer EIN160529380
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Millington Lockwood Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Millington Lockwood Profit Sharing Plan, Total assets ($B): 0.007486331 · Participants: 49Millington Lockwood Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Millington Lockwood Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Millington Lockwood Profit Sharing Plan side-by-side with 3 peers →

Millington Lockwood Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Office360 401(k) Plan in IN ($7M); by covered participants it is Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan in VA (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Millington Lockwood Profit Sharing Plan assets move in 2023? ▼
Millington Lockwood Profit Sharing Plan grew at a solid clip - up 12.6% during 2023, from $7M to $7M. Reported net income was $836K.
How have Millington Lockwood plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Millington Lockwood's sponsor-wide assets grew 25.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Millington Lockwood Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Office360 401(k) Plan in IN ($7M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Millington Lockwood Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan in VA (49 participants, $13M 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 160529380.

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.