401(k) · DOL Form 5500 · 2023

Miltons Distributing Co., Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
148
Participants Small participant base
59th
Percentile by assets National rank
$69,639
Avg per participant Below avg balance/head
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Official DOL plan name: Milton's Distributing Co., Inc. 401(k) Plan · Sponsored by Miltons Distributing Co., Inc. · Massachusetts · Wholesale Trade

$10M in assets, 148 participants

Miltons Distributing Co., Inc.'s Milton's Distributing Co., Inc. 401(k) Plan reported $10M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,236 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Milton's Distributing Co., Inc. 401(k) Plan covers 148 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#3,236
in Wholesale Trade (6,309 peers)
+15.2%
assets growth YoY

Milton's Distributing Co., Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Milton's Distributing Co., Inc. 401(k) Plan vs every filed plan by assets

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

$10,306,512 Top 41% higher than 59% 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's Distributing Co., 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. Milton's Distributing Co., Inc. 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milton's Distributing Co., Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Milton's Distributing Co., Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Milton's Distributing Co., Inc. 401(k) Plan reported participants rose from 134 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042637325 · Miltons Distributing Co., Inc. PY 2023 · 401(k)

Milton's Distributing Co., Inc. 401(k) Plan · $10M · 148 · 59th

  • PART $10M
  • TYPE 148
  • NET 59th
  • BOOK 401(k)
  • VS-ST near Flavor Producers, LLC 401(k) Plan
  • BOY ind #3236

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's Distributing Co., Inc. 401(k) Plan in the asset neighbourhood

Milton's Distributing Co., Inc. 401(k) PlanMilton's Distributing Co., I…$10MFlavor Producers, LLC 401(k) PlanFlavor Producers, LLC 401(k)…$10MThe I Grace Company Retirement Savings PlanThe I Grace Company Retireme…$10MAire-Rite Airconditioning Refrigeration, Inc. 401(k) ProfitAire-Rite Airconditioning Re…$10MBlinds to Go 401(k) Plan$10M
End-of-year total assets ($M) among Milton's Distributing Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN042637325
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miltons Distributing Co., Inc.)

Sponsor-wide plan assets over time

All Miltons Distributing Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.55389634618966% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.95M $12M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 134 $9M
2023 1 148 $10M
2024 1 151 $12M

Nearby 401(k) Plans in Massachusetts

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

Milton's Distributing Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Milton's Distributing Co., Inc. 401(k) Plan, Total assets ($B): 0.010306512 · Participants: 148Milton's Distributing Co., Inc. 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's Distributing Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Milton's Distributing Co., Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Flavor Producers, LLC 401(k) Plan in CA ($10M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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's Distributing Co., Inc. 401(k) Plan assets move in 2023? ▼
Milton's Distributing Co., Inc. 401(k) Plan grew sharply - up 15.2% during 2023, from $9M to $10M. Reported net income was $1M.
How have Miltons Distributing Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miltons Distributing Co., Inc.'s sponsor-wide assets grew 33.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Milton's Distributing Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flavor Producers, LLC 401(k) Plan in CA ($10M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Milton's Distributing Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 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 042637325.

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.