401(k) · DOL Form 5500 · 2024
Southworth-Milton Inc 401(k) Plan
Data updated 2026-08-11
- $157M
- Total assets
- 1,304
- Participants
- 93rd
- Percentile by assets
- $120,248
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $157M
- total plan assets (2024 EOY)
- 1,304
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $120,248
- avg assets per participant
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.
Milton Cat 401(k) Plan vs the 2024 asset distribution
By assets, Milton Cat 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Milton Cat 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Milton Cat 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Milton Cat 401(k) Plan assets move in 2024? ▼
How have Southworth-Milton Inc plan assets changed over time? ▼
Where does Milton Cat 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Milton Cat 401(k) Plan? ▼
Next read for Milton Cat 401(k) Plan
Scale reading
Ways to act on Milton Cat 401(k) Plan's numbers.
- By total assets, Milton Cat 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Southworth-Milton Inc's sponsor-wide assets have grown 66.6% since 2022 across 3 plan years on file. More Wholesale Trade plans