401(k) · DOL Form 5500 · 2023

Southworth-Milton Inc 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
1,065
Participants Near avg headcount
93rd
Percentile by assets National rank
$120,690
Avg per participant Near avg balance/head
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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.

  • #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.

#5,938
in Wholesale Trade (6,309 peers)
+31.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Milton Cat 401(k) Plan's outsized position by total assets

Milton Cat 401(k) Plan vs every filed plan by assets

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

$128,534,972 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 Cat 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Cat 401(k) Plan lands in the large band (1,065 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020258444 · Southworth-Milton Inc PY 2023 · 401(k)

Milton Cat 401(k) Plan · $129M · 1,065 · 93rd

  • VS-ST $129M
  • BOY 1,065
  • SCH 93rd
  • EBSA 401(k)
  • PART near Isuzu Companies' Savings Plan
  • TYPE ind #5938

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 Massachusetts →

Milton Cat 401(k) Plan in the asset neighbourhood

Canfor Southern Pine, Inc. 401(k) PlanCanfor Southern Pine, Inc. 4…$129MMilton Cat 401(k) Plan$129MIsuzu Companies' Savings Plan$128MQcr Holdings, Inc. 401(k) PlanQcr Holdings, Inc. 401(k) Pl…$128MBoart Longyear Company 401(k) Savings PlanBoart Longyear Company 401(k…$128M
End-of-year total assets ($M) among Milton Cat 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$129M
Net Income$26M
Employer EIN020258444
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southworth-Milton Inc)

Sponsor-wide plan assets over time

All Southworth-Milton Inc plans reported in each filing year

Latest sponsor-wide plan assets
$163M 66.621882614003% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $97.7M $163M ▲ +66.6%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Milton Cat 401(k) Plan, Total assets ($B): 0.128534972 · Participants: 1065Milton Cat 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Milton Cat 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Milton Cat 401(k) Plan side-by-side with 3 peers →

Milton Cat 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Isuzu Companies' Savings Plan in CA ($128M); by covered participants it is Farmers Pride Employee Profit Sharing and Savings Plan in PA (1,065 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($129M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,065 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 Cat 401(k) Plan assets move in 2023? ▼
Milton Cat 401(k) Plan surged - up 31.6% during 2023, from $98M to $129M. Reported net income was $26M.
How have Southworth-Milton Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southworth-Milton Inc's sponsor-wide assets grew 66.6%, from $98M to $163M.
Where does Milton Cat 401(k) Plan rank by assets among Form 5500 filers? ▼
Milton Cat 401(k) 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 401(k) plans are similar in size to Milton Cat 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isuzu Companies' Savings Plan in CA ($128M, 489 participants).
Which 401(k) plans cover a similar participant headcount to Milton Cat 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers Pride Employee Profit Sharing and Savings Plan in PA (1,065 participants, $26M 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 020258444.

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.