401(k) · DOL Form 5500 · 2023

Milton Pediatric Associates, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
46
Participants Small participant base
75th
Percentile by assets National rank
$504,546
Avg per participant High balance/head
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Official DOL plan name: Milton Pediatric Retirement Trust · Sponsored by Milton Pediatric Associates, LLC · Massachusetts · Healthcare & Social Assistance

$23M in assets, 46 participants

Milton Pediatric Associates, LLC's Milton Pediatric Retirement Trust reported $23M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #14,001 in Healthcare & Social Assistance (17,684 peers)

Where Milton Pediatric Retirement Trust sits by assets

Milton Pediatric Retirement Trust sits in the top quartile of all filed plans by assets, $23M for 46 participants (~$504,546/participant), up 26.0% in 2023.

#14,001
in Healthcare & Social Assistance (17,684 peers)
+26.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Milton Pediatric Retirement Trust's outsized position by total assets

Milton Pediatric Retirement Trust vs every filed plan by assets

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

$23,209,094 Top 25% higher than 75% 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

Milton Pediatric Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Pediatric Retirement Trust is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milton Pediatric Retirement Trust reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Milton Pediatric Retirement Trust end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Milton Pediatric Retirement Trust reported participants fell from 47 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043496618 · Milton Pediatric Associates, LLC PY 2023 · 401(k)

Milton Pediatric Retirement Trust · $23M · 46 · 75th

  • BOOK $23M
  • VS-ST 46
  • BOY 75th
  • SCH 401(k)
  • EBSA near Franklin Products, Inc. 401(k) Profit Sharing Plan
  • PART ind #14001

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Milton Pediatric Retirement Trust in the asset neighbourhood

Milton Pediatric Retirement TrustMilton Pediatric Retirement …$23MFranklin Products, Inc. 401(k) Profit Sharing PlanFranklin Products, Inc. 401(…$23MWic Group 401(k) Plan$23MW.W. Wood Products, Inc. 401(k) PlanW.W. Wood Products, Inc. 401…$23MCutters, Inc. Profit Sharing and 401(k) PlanCutters, Inc. Profit Sharing…$23M
End-of-year total assets ($M) among Milton Pediatric Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN043496618
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milton Pediatric Associates, LLC)

Sponsor-wide plan assets over time

All Milton Pediatric Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 43.13626110563797% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.4M $26.4M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 47 $18M
2023 1 46 $23M
2024 1 51 $26M

Nearby 401(k) Plans in Massachusetts

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

Milton Pediatric Retirement Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Milton Pediatric Retirement Trust, Total assets ($B): 0.023209094 · Participants: 46Milton Pediatric Retirement TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Milton Pediatric Retirement Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Milton Pediatric Retirement Trust side-by-side with 3 peers →

Milton Pediatric Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Franklin Products, Inc. 401(k) Profit Sharing Plan in CT ($23M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Milton Pediatric Retirement Trust assets move in 2023? ▼
Milton Pediatric Retirement Trust grew sharply - up 26.0% during 2023, from $18M to $23M. Reported net income was $5M.
How have Milton Pediatric Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milton Pediatric Associates, LLC's sponsor-wide assets grew 43.1%, from $18M to $26M.
Where does Milton Pediatric Retirement Trust rank by assets among Form 5500 filers? ▼
Milton Pediatric Retirement Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Milton Pediatric Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Products, Inc. 401(k) Profit Sharing Plan in CT ($23M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Milton Pediatric Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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 043496618.

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.