Defined Benefit (Pension) · DOL Form 5500 · 2023

Southworth-Milton, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
36
Participants Small participant base
49th
Percentile by assets National rank
$175,679
Avg per participant Above avg balance/head
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Official DOL plan name: Southworth-Milton, Inc. Bargaining Unit Pension Plan · Sponsored by Southworth-Milton, Inc. · Massachusetts · Real Estate

$6M in assets, 36 participants

Southworth-Milton, Inc.'s Southworth-Milton, Inc. Bargaining Unit Pension Plan reported $6M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,217 in Real Estate (4,727 peers)

Southworth-Milton, Inc. multi-year trail

Southworth-Milton, Inc.'s plans moved +66.6% in assets from 2022 to 2024; this filing shows Southworth-Milton, Inc. Bargaining Unit Pension Plan at $6M / 36 participants.

#3,217
in Real Estate (4,727 peers)
+12.2%
assets growth YoY

Southworth-Milton, Inc. Bargaining Unit Pension Plan's mid-pack asset rank among Real Estate and all filers

Southworth-Milton, Inc. Bargaining Unit Pension Plan vs every filed plan by assets

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

$6,324,434 49th percentile higher than 49% 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

Southworth-Milton, Inc. Bargaining Unit Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southworth-Milton, Inc. Bargaining Unit Pension Plan is a small filing (36 participants) on this national headcount ladder.

DOL schedule card

Filing strip 020258444 · Southworth-Milton, Inc. PY 2023 · Defined Benefit (Pension)

Southworth-Milton, Inc. Bargaining Unit Pension Plan · $6M · 36 · 49th

  • PART $6M
  • TYPE 36
  • NET 49th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Terry C. Smith, M.D., P.a. Retirement Plan
  • BOY ind #3217

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 Real Estate retirement plans → · Plans in Massachusetts →

Southworth-Milton, Inc. Bargaining Unit Pension Plan in the asset neighbourhood

Tennessee Valley Pain Consultants, PC Cash BalanceTennessee Valley Pain Consul…$6MSouthworth-Milton, Inc. Bargaining Unit Pension PlanSouthworth-Milton, Inc. Barg…$6MTerry C. Smith, M.D., P.a. Retirement PlanTerry C. Smith, M.D., P.a. R…$6MPacific Holdings Pension Plan$6MLime, LLC Defined Benefit Pension PlanLime, LLC Defined Benefit Pe…$6M
End-of-year total assets ($M) among Southworth-Milton, Inc. Bargaining Unit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Southworth-Milton, Inc. multi-year asset trail

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

Southworth-Milton, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$690K
Employer EIN020258444
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southworth-Milton, Inc. Bargaining Unit Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Southworth-Milton, Inc. Bargaining Unit Pension Plan, Total assets ($B): 0.006324434 · Participants: 36Southworth-Milton, Inc. Bargaining Unit Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Southworth-Milton, Inc. Bargaining Unit Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Southworth-Milton, Inc. Bargaining Unit Pension Plan side-by-side with 3 peers →

Southworth-Milton, Inc. Bargaining Unit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Terry C. Smith, M.D., P.a. Retirement Plan in MS ($6M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Southworth-Milton, Inc. Bargaining Unit Pension Plan assets move in 2023? ▼
Southworth-Milton, Inc. Bargaining Unit Pension Plan grew at a solid clip - up 12.2% during 2023, from $6M to $6M. Reported net income was $690K.
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.
Which Defined Benefit (Pension) plans are similar in size to Southworth-Milton, Inc. Bargaining Unit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Terry C. Smith, M.D., P.a. Retirement Plan in MS ($6M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southworth-Milton, Inc. Bargaining Unit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants, $14M 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.