Defined Benefit (Pension) · DOL Form 5500 · 2022

Milford Consultants, Ltd. Pension Plan

Data updated 2026-08-11

$6M
Total assets
6
Participants
56th
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Milford Consultants, Ltd. Retirement Plan · Sponsored by Milford Consultants, Ltd. · New York · Real Estate

$6M in assets, 6 participants

Milford Consultants, Ltd.'s Milford Consultants, Ltd. Retirement Plan reported $6M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • 56th percentile by assets (of 139,126 plans)
  • #3,671 in Real Estate (5,057 peers)

Milford Consultants, Ltd. multi-year trail

Milford Consultants, Ltd.'s plans moved -12.9% in assets from 2022 to 2024; this filing shows Milford Consultants, Ltd. Retirement Plan at $6M / 6 participants.

$6M
total plan assets (2022 EOY)
6
covered participants
56th
percentile by assets (of 139,126 plans)
$1.1M
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Milford Consultants, Ltd. Retirement Plan sits by total assets

Milford Consultants, Ltd. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,368,774 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Industry

Milford Consultants, Ltd. across 3 plan years on file

Across the 3 plan years Milford Consultants, Ltd. has on file (2022-2024), sponsor-wide plan assets have moved from $24M to $21M, a decline of 12.9%, while reported participants moved from 97 to 94 (-3.1%). Peak year by sponsor assets: 2022 ($24M); trough: 2023 ($18M).

Milford Consultants, Ltd. multi-year asset trail

$16M$18M$20M$22M$24M$26M 202220232024 $23.8M $20.8M ▼ -12.9%
Total plan assets by year, all Milford Consultants, Ltd. plans on file
Year Plans Participants Total Assets
2022 2 97 $24M
2023 1 91 $18M
2024 1 94 $21M

Milford Consultants, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN010789442
Plan Effective Date1980-12-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Milford Consultants, Ltd. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Milford Consultants, Ltd. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Milford Consultants,…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
Milford Consultants, Ltd. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Milford Consultants, Ltd. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Milford Consultants, Ltd. Retirement Plan assets move in 2022?
Milford Consultants, Ltd. Retirement Plan declined sharply - down 16.7% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Milford Consultants, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Milford Consultants, Ltd.'s sponsor-wide assets declined 12.9%, from $24M to $21M.
Which Defined Benefit (Pension) plans are similar in size to Milford Consultants, Ltd. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Ohio Art Company Employees' Retirement Income Plan in OH ($6M, 18 participants).

Next read for Milford Consultants, Ltd. Retirement Pla…

Multi-year trail

Ways to act on Milford Consultants, Ltd. Retirement Plan's numbers.

  • By total assets, Milford Consultants, Ltd. Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Milford Consultants, Ltd.'s sponsor-wide assets have declined 12.9% since 2022 across 3 plan years on file. More Real Estate plans