401(k) · DOL Form 5500 · 2024

Milo's Tea Company, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
715
Participants Below avg headcount
72nd
Percentile by assets National rank
$30,453
Avg per participant Low balance/head
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Official DOL plan name: Milo's Tea Company, Inc. Retirement Savings Plan · Sponsored by Milo's Tea Company, Inc. · Alabama · Manufacturing

$22M in assets, 715 participants

Milo's Tea Company, Inc.'s Milo's Tea Company, Inc. Retirement Savings Plan reported $22M in total assets and 715 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #10,981 in Manufacturing (17,777 peers)

Milo's Tea Company, Inc. multi-year trail

Milo's Tea Company, Inc.'s plans moved +69.0% in assets from 2022 to 2024; this filing shows Milo's Tea Company, Inc. Retirement Savings Plan at $22M / 715 participants.

#10,981
in Manufacturing (17,777 peers)
+17.0%
assets growth YoY

Milo's Tea Company, Inc. Retirement Savings Plan's outsized position by total assets

Milo's Tea Company, Inc. Retirement Savings Plan vs every filed plan by assets

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

$21,773,923 Top 28% higher than 72% 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

Milo's Tea Company, Inc. Retirement Savings 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. Milo's Tea Company, Inc. Retirement Savings Plan sits mid-pack in the medium band (715 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milo's Tea Company, Inc. Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Milo's Tea Company, Inc. Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Milo's Tea Company, Inc. Retirement Savings Plan reported participants rose from 615 in the plan year 2023 filing to 715 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630794375 · Milo's Tea Company, Inc. PY 2024 · 401(k)

Milo's Tea Company, Inc. Retirement Savings Plan · $22M · 715 · 72nd

  • 5500 $22M
  • ASSETS 715
  • PCT 72nd
  • EIN 401(k)
  • RANK near Endurance Lift Holdings 401(k) Plan
  • PHOTO ind #10981

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 Manufacturing retirement plans → · Plans in Alabama →

Milo's Tea Company, Inc. Retirement Savings Plan in the asset neighbourhood

Organically Grown Company 401(k) PlanOrganically Grown Company 40…$22MMechanical Contractors, LLC 401(k) PlanMechanical Contractors, LLC …$22MLongbridge Financial LLC 401(k) Profit Sharing PlanLongbridge Financial LLC 401…$22MMilo's Tea Company, Inc. Retirement Savings PlanMilo's Tea Company, Inc. Ret…$22MEndurance Lift Holdings 401(k) PlanEndurance Lift Holdings 401(…$22M
End-of-year total assets ($M) among Milo's Tea Company, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Milo's Tea Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Milo's Tea Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 68.95651639514082% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.9M $21.8M ▲ +68.9%
Year Plans Participants Total Assets
2022 1 497 $13M
2023 1 615 $19M
2024 1 715 $22M

Milo's Tea Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN630794375
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Milo's Tea Company, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Milo's Tea Company, Inc. Retirement Savings Plan, Total assets ($B): 0.021773923 · Participants: 715Milo's Tea Company, Inc. Retirement Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Milo's Tea Company, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Milo's Tea Company, Inc. Retirement Savings Plan side-by-side with 3 peers →

Milo's Tea Company, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Endurance Lift Holdings 401(k) Plan in TX ($22M); by covered participants it is Premcor Retirement Savings Plan in TX (715 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (715 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 Milo's Tea Company, Inc. Retirement Savings Plan assets move in 2024? ▼
Milo's Tea Company, Inc. Retirement Savings Plan grew sharply - up 17.0% during 2024, from $19M to $22M. Reported net income was $3M.
How have Milo's Tea Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milo's Tea Company, Inc.'s sponsor-wide assets grew 69.0%, from $13M to $22M.
Which 401(k) plans are similar in size to Milo's Tea Company, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endurance Lift Holdings 401(k) Plan in TX ($22M, 574 participants).
Which 401(k) plans cover a similar participant headcount to Milo's Tea Company, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premcor Retirement Savings Plan in TX (715 participants, $325M 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 630794375.

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.