401(k) · DOL Form 5500 · 2024

Milne Shaw & Robillard PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
36th
Percentile by assets National rank
$578,777
Avg per participant High balance/head
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Official DOL plan name: Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust · Sponsored by Milne Shaw & Robillard PC · Massachusetts · Professional & Technical Services

$3M in assets, 6 participants

Milne Shaw & Robillard PC's Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,623 in Professional & Technical Services (20,173 peers)

Milne Shaw & Robillard PC multi-year trail

Milne Shaw & Robillard PC's plans moved +41.3% in assets from 2022 to 2024; this filing shows Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust at $3M / 6 participants.

#6,623
in Professional & Technical Services (20,173 peers)
+17.8%
assets growth YoY

Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,472,659 36th percentile higher than 36% 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

Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust reported net income rose from $490K in the plan year 2023 filing to $524K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043291643 · Milne Shaw & Robillard PC PY 2024 · 401(k)

Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust · $3M · 6 · 36th

  • TYPE $3M
  • NET 6
  • BOOK 36th
  • VS-ST 401(k)
  • BOY near Metro Homes, Inc. Profit Sharing Plan
  • SCH ind #6623

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & TrustMilne Shaw & Robillard PC 40…$3MMetro Homes, Inc. Profit Sharing PlanMetro Homes, Inc. Profit Sha…$3MDls Investments, Inc. Pension Transfer Trust PlanDls Investments, Inc. Pensio…$3MCharles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. 401(k) PlanCharles Boyd Chevrolet-Cadil…$3MAllied Diagnostic Pathology 401(k) Profit Sharing PlanAllied Diagnostic Pathology …$3M
End-of-year total assets ($M) among Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Milne Shaw & Robillard PC multi-year asset trail

Sponsor-wide plan assets over time

All Milne Shaw & Robillard PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.27233251604573% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.46M $3.47M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $3M
2024 1 6 $3M

Milne Shaw & Robillard PC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$524K
Employer EIN043291643
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003472659 · Participants: 6Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Metro Homes, Inc. Profit Sharing Plan in DC ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.8% during 2024, from $3M to $3M. Reported net income was $524K.
How have Milne Shaw & Robillard PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milne Shaw & Robillard PC's sponsor-wide assets grew 41.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Metro Homes, Inc. Profit Sharing Plan in DC ($3M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Milne Shaw & Robillard PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A 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 043291643.

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.