401(k) · DOL Form 5500 · 2024
Southworth-Milton Inc 401(k) Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 1,304
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $120,248
- Avg per participant Near avg balance/head
Official DOL plan name: Milton Cat 401(k) Plan · Sponsored by Southworth-Milton Inc · Massachusetts · Wholesale Trade
$157M in assets, 1,304 participants
Southworth-Milton Inc's Milton Cat 401(k) Plan reported $157M in total assets and 1,304 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #5,749 in Wholesale Trade (6,080 peers)
Where Milton Cat 401(k) Plan sits by assets
Milton Cat 401(k) Plan sits in the top 10% of all filed plans by assets, $157M for 1,304 participants (~$120,248/participant), up 22.0% in 2024.
- #5,749
- in Wholesale Trade (6,080 peers)
- +22.0%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Milton Cat 401(k) Plan's outsized position by total assets
Milton Cat 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$156,803,803 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Milton Cat 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Cat 401(k) Plan lands in the large band (1,304 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milton Cat 401(k) Plan reported participants rose from 1,065 in the plan year 2023 filing to 1,304 in the plan year 2024 filing.
- Milton Cat 401(k) Plan end-of-year assets rose from $129M in the plan year 2023 filing to $157M in the plan year 2024 filing.
- Milton Cat 401(k) Plan reported net income rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 020258444 · Southworth-Milton Inc PY 2024 · 401(k)
Milton Cat 401(k) Plan · $157M · 1,304 · 93rd
- BOOK $157M
- VS-ST 1,304
- BOY 93rd
- SCH 401(k)
- EBSA near Racetrac, Inc. 401(k) Plan
- PART ind #5749
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
Milton Cat 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $129M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $28M |
| Employer EIN | 020258444 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southworth-Milton Inc)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 950 | $98M |
| 2023 | 2 | 1,101 | $135M |
| 2024 | 2 | 1,338 | $163M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Milton Cat 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Racetrac, Inc. 401(k) Plan in GA ($157M); by covered participants it is T.L. Cannon 401(k) Plan in FL (1,304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Racetrac, Inc. 401(k) Plan (GA) $157M · 9,242
- Dexter 401(k) Retirement Savings Plan (IN) $157M · 3,127
- Dlh 401(k) Plan (GA) $157M · 2,186
- Ocean Network Express (North America) Inc. 401(k) Plan (VA) $157M · 863
Similar participant headcount
Nearest other-state filings by covered participants (1,304 participants); asset peers above are excluded.
- T.L. Cannon 401(k) Plan (FL) 1,304 · 0 off
- Meyer Distributing, Inc. Retirement Plan (IN) 1,304 · 0 off
- Hydro-Gear Retirement Plan (IL) 1,304 · 0 off
- Long John Silver's, LLC Employees Savings Trust (KY) 1,304 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.