401(k) · DOL Form 5500 · 2023

Milner, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
372
Participants Below avg headcount
81st
Percentile by assets National rank
$90,446
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Milner, Inc. 401(k) Plan · Sponsored by Milner, Inc. · Georgia · Wholesale Trade

$34M in assets, 372 participants

Milner, Inc.'s Milner, Inc. 401(k) Plan reported $34M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,086 in Wholesale Trade (6,309 peers)

Coverage in Georgia

Milner, Inc. 401(k) Plan covers 372 participants in Georgia, about 34% of the average Georgia filer (state average ~1,096 per filing). Assets: $34M.

#5,086
in Wholesale Trade (6,309 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Milner, Inc. 401(k) Plan's outsized position by total assets

Milner, Inc. 401(k) Plan vs every filed plan by assets

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

$33,646,056 Top 19% higher than 81% 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

Milner, Inc. 401(k) 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. Milner, Inc. 401(k) Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milner, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Milner, Inc. 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Milner, Inc. 401(k) Plan reported participants fell from 396 in the plan year 2022 filing to 372 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581681590 · Milner, Inc. PY 2023 · 401(k)

Milner, Inc. 401(k) Plan · $34M · 372 · 81st

  • PHOTO $34M
  • IND 372
  • EOY 81st
  • 5500 401(k)
  • ASSETS near Advanced Chemical Transport Inc
  • PCT ind #5086

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 Georgia →

Milner, Inc. 401(k) Plan in the asset neighbourhood

Milner, Inc. 401(k) Plan$34MAdvanced Chemical Transport IncAdvanced Chemical Transport …$34MLancaster Bingo Company, LLC Profit Sharing PlanLancaster Bingo Company, LLC…$34MAccurate Background 401(k) PlanAccurate Background 401(k) P…$34MCondon-Johnson & Associates, Inc. 401(k) Profit Sharing PlanCondon-Johnson & Associates,…$34M
End-of-year total assets ($M) among Milner, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN581681590
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milner, Inc.)

Sponsor-wide plan assets over time

All Milner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 22.483470651103357% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.3M $37.2M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 396 $30M
2023 1 372 $34M
2024 1 344 $37M

Nearby 401(k) Plans in Georgia

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

Milner, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Milner, Inc. 401(k) Plan, Total assets ($B): 0.033646056 · Participants: 372Milner, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Milner, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Milner, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Advanced Chemical Transport Inc in CA ($34M); by covered participants it is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Milner, Inc. 401(k) Plan assets move in 2023? ▼
Milner, Inc. 401(k) Plan grew at a solid clip - up 10.9% during 2023, from $30M to $34M. Reported net income was $3M.
How have Milner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milner, Inc.'s sponsor-wide assets grew 22.5%, from $30M to $37M.
Where does Milner, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Milner, Inc. 401(k) Plan ranks in the 81st 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 Milner, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Chemical Transport Inc in CA ($34M, 647 participants).
Which 401(k) plans cover a similar participant headcount to Milner, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants, $11M 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 581681590.

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.