401(k) · DOL Form 5500 · 2023
Southworth-Milton Inc 401(k) Plan
Data updated 2026-08-11
- $129M
- Total assets
- 1,065
- Participants
- 93rd
- Percentile by assets
- $120,690
- Avg per participant
Official DOL plan name: Milton Cat 401(k) Plan · Sponsored by Southworth-Milton Inc · Massachusetts · Wholesale Trade
$129M in assets, 1,065 participants
Southworth-Milton Inc's Milton Cat 401(k) Plan reported $129M in total assets and 1,065 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.
- 93rd percentile by assets (of 127,072 plans)
- #5,938 in Wholesale Trade (6,309 peers)
Where Milton Cat 401(k) Plan sits by assets
Milton Cat 401(k) Plan sits in the top 10% of all filed plans by assets, $129M for 1,065 participants (~$120,690/participant), up 31.6% in 2023.
- $129M
- total plan assets (2023 EOY)
- 1,065
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $120,690
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Milton Cat 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Milton Cat 401(k) Plan end-of-year assets rose from $98M in the plan year 2022 filing to $129M in the plan year 2023 filing.
- Milton Cat 401(k) Plan reported participants rose from 950 in the plan year 2022 filing to 1,065 in the plan year 2023 filing.
Milton Cat 401(k) Plan vs the 2023 asset distribution
By assets, Milton Cat 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $26M |
| Employer EIN | 020258444 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southworth-Milton Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 950 | $98M |
| 2023 | 2 | 1,101 | $135M |
| 2024 | 2 | 1,338 | $163M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Milton Cat 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Milton Cat 401(k) Plan by total assets, not by location.
- Isuzu Companies' Savings Plan (CA) $128M · 489
- Qcr Holdings, Inc. 401(k) Plan (IL) $128M · 982
- Canfor Southern Pine, Inc. 401(k) Plan (SC) $129M · 2,374
- Boart Longyear Company 401(k) Savings Plan (UT) $128M · 1,051
Frequently Asked Questions
How did Milton Cat 401(k) Plan assets move in 2023? ▼
How have Southworth-Milton Inc plan assets changed over time? ▼
Where does Milton Cat 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Milton Cat 401(k) Plan? ▼
Next read for Milton Cat 401(k) Plan
Scale reading
Ways to act on Milton Cat 401(k) Plan's numbers.
- By total assets, Milton Cat 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Southworth-Milton Inc's sponsor-wide assets have grown 66.6% since 2022 across 3 plan years on file. More Wholesale Trade plans