401(k) · DOL Form 5500 · 2023

Milo's Tea Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
615
Participants Below avg headcount
71st
Percentile by assets National rank
$30,265
Avg per participant Low balance/head
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Official DOL plan name: Milo's Tea Company, Inc. Retirement Savings Plan · Sponsored by Milo's Tea Company, Inc. · Alabama · Manufacturing

$19M in assets, 615 participants

Milo's Tea Company, Inc.'s Milo's Tea Company, Inc. Retirement Savings Plan reported $19M in total assets and 615 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,378 in Manufacturing (18,722 peers)

Milo's Tea Company, Inc. multi-year trail

Milo's Tea Company, Inc.'s plans moved +69.0% in assets from 2022 to 2024; this filing shows Milo's Tea Company, Inc. Retirement Savings Plan at $19M / 615 participants.

#11,378
in Manufacturing (18,722 peers)
+44.4%
assets growth YoY

Milo's Tea Company, Inc. Retirement Savings Plan's outsized position by total assets

Milo's Tea Company, Inc. Retirement Savings Plan vs every filed plan by assets

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

$18,613,192 Top 29% higher than 71% 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 Tea Company, Inc. Retirement Savings 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 Tea Company, Inc. Retirement Savings Plan sits mid-pack in the medium band (615 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milo's Tea Company, Inc. Retirement Savings Plan reported net income rose from -$844K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Milo's Tea Company, Inc. Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Milo's Tea Company, Inc. Retirement Savings Plan reported participants rose from 497 in the plan year 2022 filing to 615 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630794375 · Milo's Tea Company, Inc. PY 2023 · 401(k)

Milo's Tea Company, Inc. Retirement Savings Plan · $19M · 615 · 71st

  • PHOTO $19M
  • IND 615
  • EOY 71st
  • 5500 401(k)
  • ASSETS near 403(b) Thrift Plan for Employees of Community Hospice, Inc.
  • PCT ind #11378

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 Manufacturing retirement plans → · Plans in Alabama →

Milo's Tea Company, Inc. Retirement Savings Plan in the asset neighbourhood

Milo's Tea Company, Inc. Retirement Savings PlanMilo's Tea Company, Inc. Ret…$19M403(b) Thrift Plan for Employees of Community Hospice, Inc.403(b) Thrift Plan for Emplo…$19MHome of the Innocents 401(k) and Retirement PlanHome of the Innocents 401(k)…$19MPathstone Corporation Retirement PlanPathstone Corporation Retire…$19MTech Systems, Inc. 401(k) PlanTech Systems, Inc. 401(k) Pl…$19M
End-of-year total assets ($M) among Milo's Tea Company, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Milo's Tea Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Milo's Tea Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 68.95651639514082% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.9M $21.8M ▲ +68.9%
Year Plans Participants Total Assets
2022 1 497 $13M
2023 1 615 $19M
2024 1 715 $22M

Milo's Tea Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN630794375
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Milo's Tea Company, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Milo's Tea Company, Inc. Retirement Savings Plan, Total assets ($B): 0.018613192 · Participants: 615Milo's Tea Company, Inc. Retirement Savings 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 Tea Company, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Milo's Tea Company, Inc. Retirement Savings Plan side-by-side with 3 peers →

Milo's Tea Company, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Community Hospice, Inc. in CA ($19M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (615 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 Tea Company, Inc. Retirement Savings Plan assets move in 2023? ▼
Milo's Tea Company, Inc. Retirement Savings Plan surged - up 44.4% during 2023, from $13M to $19M. Reported net income was $6M.
How have Milo's Tea Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milo's Tea Company, Inc.'s sponsor-wide assets grew 69.0%, from $13M to $22M.
Which 401(k) plans are similar in size to Milo's Tea Company, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Community Hospice, Inc. in CA ($19M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Milo's Tea Company, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants, $12M 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 630794375.

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.