Profit Sharing · DOL Form 5500 · 2023

Milton Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$513K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$128,314
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Milton Ventures, Inc. Retirement Plan · Sponsored by Milton Ventures, Inc. · Arizona · Manufacturing

$513K in assets, 4 participants

Milton Ventures, Inc.'s Milton Ventures, Inc. Retirement Plan reported $513K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,375 in Manufacturing (18,722 peers)

Milton Ventures, Inc. multi-year trail

Milton Ventures, Inc.'s plans moved -11.0% in assets from 2022 to 2024; this filing shows Milton Ventures, Inc. Retirement Plan at $513K / 4 participants.

#1,375
in Manufacturing (18,722 peers)
-10.8%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milton Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Milton Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$513,254 18th percentile higher than 18% 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 Ventures, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Ventures, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milton Ventures, Inc. Retirement Plan reported net income fell from $161K in the plan year 2022 filing to -$62K in the plan year 2023 filing.
  • Milton Ventures, Inc. Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Milton Ventures, Inc. Retirement Plan end-of-year assets fell from $575K in the plan year 2022 filing to $513K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822711737 · Milton Ventures, Inc. PY 2023 · Profit Sharing

Milton Ventures, Inc. Retirement Plan · $513K · 4 · 18th

  • EIN $513K
  • EIN 4
  • EIN 18th
  • EIN Profit Sharing
  • EIN near Lil Strawbaby Inc. Retirement Plan
  • EIN ind #1375

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 Arizona →

Milton Ventures, Inc. Retirement Plan in the asset neighbourhood

Milton Ventures, Inc. Retirement PlanMilton Ventures, Inc. Retire…$513KLil Strawbaby Inc. Retirement PlanLil Strawbaby Inc. Retiremen…$514KMain Industries, Inc. Employee Stock Ownership PlanMain Industries, Inc. Employ…$514KCourtney Ray Mittelmark Apc Profit Sharing PlanCourtney Ray Mittelmark Apc …$513KFlorida Empire Holdings, Inc. Retirement PlanFlorida Empire Holdings, Inc…$513K
End-of-year total assets ($M) among Milton Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Milton Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Milton Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$512K 10.994609633107286% vs 2022
2024 filing year
$0.5M$0.55M$0.6M 202220232024 $0.58M $0.51M ▼ -12.1%
Year Plans Participants Total Assets
2022 1 3 $575K
2023 1 4 $513K
2024 1 2 $512K

Milton Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$575K
Net Assets (End of Year)$513K
Net Income-$62K
Employer EIN822711737
Plan Effective Date2017-09-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Milton Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Milton Ventures, Inc. Retirement Plan, Total assets ($M): 0.513254 · Participants: 4Milton Ventures, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Milton Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Milton Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Milton Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Lil Strawbaby Inc. Retirement Plan in TX ($514K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ventures, Inc. Retirement Plan assets move in 2023? ▼
Milton Ventures, Inc. Retirement Plan pulled back noticeably - down 10.8% during 2023, from $575K to $513K. Reported net income was -$62K.
How have Milton Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milton Ventures, Inc.'s sponsor-wide assets declined 11.0%, from $575K to $512K.
Where does Milton Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Milton Ventures, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Milton Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lil Strawbaby Inc. Retirement Plan in TX ($514K, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Milton Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 822711737.

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.