401(k) · DOL Form 5500 · 2024

National Institute for Women in Trades, Technology & Science 401(k) Plan

Data updated 2026-08-25

$279K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$279,143
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Donna Milgram Sep 401(k) Keogh · Sponsored by National Institute for Women in Trades, Technology & Science · California · Educational Services

$279K in assets, 1 participants

National Institute for Women in Trades, Technology & Science's Donna Milgram Sep 401(k) Keogh reported $279K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #336 in Educational Services (3,638 peers)

What the 2024 filing shows

Donna Milgram Sep 401(k) Keogh holds $279K for 1 participant - about $279,143 per participant, among the smaller plans by assets on file.

#336
in Educational Services (3,638 peers)
$279K
reported net income

Donna Milgram Sep 401(k) Keogh among the smaller filed plans by assets

Donna Milgram Sep 401(k) Keogh vs every filed plan by assets

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

$279,143 13th percentile higher than 13% 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

Donna Milgram Sep 401(k) Keogh among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donna Milgram Sep 401(k) Keogh is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 522059171 · National Institute for Women in Trades, Technology & Science PY 2024 · 401(k)

Donna Milgram Sep 401(k) Keogh · $279K · 1 · 13th

  • ASSETS $279K
  • ASSETS 1
  • ASSETS 13th
  • ASSETS 401(k)
  • ASSETS near Bounder Holdings Inc. 401(k) Plan
  • ASSETS ind #336

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 Educational Services retirement plans → · Plans in California →

Donna Milgram Sep 401(k) Keogh in the asset neighbourhood

Donna Milgram Sep 401(k) KeoghDonna Milgram Sep 401(k) Keo…$279KBounder Holdings Inc. 401(k) PlanBounder Holdings Inc. 401(k)…$279KStoy and Sons Inc. 401(k) PlanStoy and Sons Inc. 401(k) Pl…$279KMudman Inc. 401(k) Plan$279KJepson Enterprises Investment PlanJepson Enterprises Investmen…$279K
End-of-year total assets ($M) among Donna Milgram Sep 401(k) Keogh and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$279K
Net Income$279K
Employer EIN522059171
Plan Effective Date2001-12-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Donna Milgram Sep 401(k) Keogh vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Donna Milgram Sep 401(k) Keogh, Total assets ($B): 0.000279143 · Participants: 1Donna Milgram Sep 401(k) KeoghGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Donna Milgram Sep 401(k) Keogh vs. nearby 401(k) plans in California, assets vs. participants

Donna Milgram Sep 401(k) Keogh's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bounder Holdings Inc. 401(k) Plan in VA ($279K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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

Where does Donna Milgram Sep 401(k) Keogh rank by assets among Form 5500 filers?
Donna Milgram Sep 401(k) Keogh ranks in the 13th 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 Donna Milgram Sep 401(k) Keogh?
Among 401(k) plans in other states, the closest by assets is Bounder Holdings Inc. 401(k) Plan in VA ($279K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Donna Milgram Sep 401(k) Keogh?
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).