401(k) · DOL Form 5500 · 2024

The Milk Shake Factory 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
172
Participants Small participant base
24th
Percentile by assets National rank
$6,272
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Milk Shake Factory 401(k) Plan · Sponsored by The Milk Shake Factory · Pennsylvania · Food Services & Accommodation

$1M in assets, 172 participants

The Milk Shake Factory's The Milk Shake Factory 401(k) Plan reported $1M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,137 in Food Services & Accommodation (3,672 peers)

Coverage in Pennsylvania

The Milk Shake Factory 401(k) Plan covers 172 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $1M.

#2,137
in Food Services & Accommodation (3,672 peers)
+21.3%
assets growth YoY

The Milk Shake Factory 401(k) Plan among the smaller filed plans by assets

The Milk Shake Factory 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,078,742 24th percentile higher than 24% of 123,620 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 2024

The Milk Shake Factory 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Milk Shake Factory 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Milk Shake Factory 401(k) Plan reported participants fell from 366 in the plan year 2023 filing to 172 in the plan year 2024 filing.
  • The Milk Shake Factory 401(k) Plan end-of-year assets rose from $889K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Milk Shake Factory 401(k) Plan reported net income rose from $178K in the plan year 2023 filing to $190K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461099575 · The Milk Shake Factory PY 2024 · 401(k)

The Milk Shake Factory 401(k) Plan · $1M · 172 · 24th

  • PART $1M
  • PART 172
  • PART 24th
  • PART 401(k)
  • PART near Compass Behavioral Health 401(k) Plan
  • PART ind #2137

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

The Milk Shake Factory 401(k) Plan in the asset neighbourhood

The Milk Shake Factory 401(k) PlanThe Milk Shake Factory 401(k…$1MCompass Behavioral Health 401(k) PlanCompass Behavioral Health 40…$1MFirst Naturalstate Bank Profit Sharing/401(k) PlanFirst Naturalstate Bank Prof…$1MJones American Hvac Inc. Retirement PlanJones American Hvac Inc. Ret…$1MCompu-Sports Inc 401(k) Plan$1M
End-of-year total assets ($M) among The Milk Shake Factory 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$889K
Net Assets (End of Year)$1M
Net Income$190K
Employer EIN461099575
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Milk Shake Factory)

Sponsor-wide plan assets over time

All The Milk Shake Factory plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.70302409828319% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.71M $1.08M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 76 $711K
2023 1 366 $889K
2024 1 172 $1M

Nearby 401(k) Plans in Pennsylvania

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

The Milk Shake Factory 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Milk Shake Factory 401(k) Plan, Total assets ($B): 0.001078742 · Participants: 172The Milk Shake Factory 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Milk Shake Factory 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Milk Shake Factory 401(k) Plan side-by-side with 3 peers →

The Milk Shake Factory 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Compass Behavioral Health 401(k) Plan in CA ($1M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Milk Shake Factory 401(k) Plan assets move in 2024? ▼
The Milk Shake Factory 401(k) Plan grew sharply - up 21.3% during 2024, from $889K to $1M. Reported net income was $190K.
How have The Milk Shake Factory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Milk Shake Factory's sponsor-wide assets grew 51.7%, from $711K to $1M.
Where does The Milk Shake Factory 401(k) Plan rank by assets among Form 5500 filers? ▼
The Milk Shake Factory 401(k) Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Milk Shake Factory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Compass Behavioral Health 401(k) Plan in CA ($1M, 24 participants).
Which 401(k) plans cover a similar participant headcount to The Milk Shake Factory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461099575.

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.