Other · DOL Form 5500 · 2023

Milton Academy Retirement Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
401
Participants Below avg headcount
93rd
Percentile by assets National rank
$360,813
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Milton Academy Retirement Plan · Sponsored by Milton Academy · Massachusetts · Educational Services

$145M in assets, 401 participants

Milton Academy's Milton Academy Retirement Plan reported $145M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,315 in Educational Services (3,735 peers)

Where Milton Academy Retirement Plan sits by assets

Milton Academy Retirement Plan sits in the top 10% of all filed plans by assets, $145M for 401 participants (~$360,813/participant), up 12.1% in 2023.

#3,315
in Educational Services (3,735 peers)
+12.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Milton Academy Retirement Plan's outsized position by total assets

Milton Academy Retirement Plan vs every filed plan by assets

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

$144,685,830 Top 7% higher than 93% 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 Academy Retirement 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. Milton Academy Retirement Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milton Academy Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Milton Academy Retirement Plan reported participants fell from 457 in the plan year 2022 filing to 401 in the plan year 2023 filing.
  • Milton Academy Retirement Plan end-of-year assets rose from $129M in the plan year 2022 filing to $145M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042103603 · Milton Academy PY 2023 · Other

Milton Academy Retirement Plan · $145M · 401 · 93rd

  • PART $145M
  • TYPE 401
  • NET 93rd
  • BOOK Other
  • VS-ST near The Cooper Union Defined Contribution Retirement Plan
  • BOY ind #3315

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 Educational Services retirement plans → · Plans in Massachusetts →

Milton Academy Retirement Plan in the asset neighbourhood

Berry College Defined Contribution PlanBerry College Defined Contri…$146MMilton Academy Retirement PlanMilton Academy Retirement Pl…$145MThe Cooper Union Defined Contribution Retirement PlanThe Cooper Union Defined Con…$145MAllegheny College Defined Contribution Retirement PlanAllegheny College Defined Co…$144MAugsburg University Defined Contribution Retirement PlanAugsburg University Defined …$144M
End-of-year total assets ($M) among Milton Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$145M
Net Income$16M
Employer EIN042103603
Plan Effective Date1956-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milton Academy)

Sponsor-wide plan assets over time

All Milton Academy plans reported in each filing year

Latest sponsor-wide plan assets
$156M 20.73685684848762% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $156M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 457 $129M
2023 1 401 $145M
2024 1 398 $156M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Milton Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Milton Academy Retirement Plan, Total assets ($B): 0.14468583 · Participants: 401Milton Academy Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Milton Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Milton Academy Retirement Plan side-by-side with 3 peers →

Milton Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Cooper Union Defined Contribution Retirement Plan in NY ($145M); by covered participants it is Carson Valley Childrens Aid 403(b) Plan in PA (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Academy Retirement Plan assets move in 2023? ▼
Milton Academy Retirement Plan grew at a solid clip - up 12.1% during 2023, from $129M to $145M. Reported net income was $16M.
How have Milton Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milton Academy's sponsor-wide assets grew 20.7%, from $129M to $156M.
Where does Milton Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Milton Academy Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Milton Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Cooper Union Defined Contribution Retirement Plan in NY ($145M, 296 participants).
Which Other plans cover a similar participant headcount to Milton Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Carson Valley Childrens Aid 403(b) Plan in PA (401 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 042103603.

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.