401(k) · DOL Form 5500 · 2024
Milk Specialties Company 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,166
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $57,156
- Avg per participant Low balance/head
Official DOL plan name: Milk Specialties Company Retirement Plan · Sponsored by Milk Specialties Company · Minnesota · Manufacturing
$67M in assets, 1,166 participants
Milk Specialties Company's Milk Specialties Company Retirement Plan reported $67M in total assets and 1,166 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #14,469 in Manufacturing (17,777 peers)
Where Milk Specialties Company Retirement Plan sits by assets
Milk Specialties Company Retirement Plan sits in the top quartile of all filed plans by assets, $67M for 1,166 participants (~$57,156/participant), up 16.1% in 2024.
- #14,469
- in Manufacturing (17,777 peers)
- +16.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Milk Specialties Company Retirement Plan's outsized position by total assets
Milk Specialties Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,644,346 Top 13% higher than 87% 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
Milk Specialties Company Retirement 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. Milk Specialties Company Retirement Plan lands in the large band (1,166 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milk Specialties Company Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Milk Specialties Company Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Milk Specialties Company Retirement Plan reported participants rose from 1,082 in the plan year 2023 filing to 1,166 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 363452006 · Milk Specialties Company PY 2024 · 401(k)
Milk Specialties Company Retirement Plan · $67M · 1,166 · 87th
- NET $67M
- BOOK 1,166
- VS-ST 87th
- BOY 401(k)
- SCH near Homebridge Financial Services 401(k) Plan & Trust
- EBSA ind #14469
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 Minnesota →
Milk Specialties Company Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $9M |
| Employer EIN | 363452006 |
| Plan Effective Date | 1986-07-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milk Specialties Company)
Sponsor-wide plan assets over time
All Milk Specialties Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 42.41071036492822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 979 | $47M |
| 2023 | 1 | 1,082 | $57M |
| 2024 | 1 | 1,166 | $67M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Milk Specialties Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Homebridge Financial Services 401(k) Plan & Trust in NJ ($67M); by covered participants it is Lumeris 401(k) Plan in MO (1,166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Homebridge Financial Services 401(k) Plan & Trust (NJ) $67M · 285
- Rk Industries, LLC Salary Savings Plan (CO) $67M · 1,205
- Entek 401(k) Plan (OR) $67M · 567
- Nossaman LLP Profit Sharing & Retirement Savings Plan II (CA) $67M · 86
Similar participant headcount
Nearest other-state filings by covered participants (1,166 participants); asset peers above are excluded.
- Lumeris 401(k) Plan (MO) 1,166 · 0 off
- New Wincup Holdings, Inc. 401(k) Retirement Savings Plan (GA) 1,166 · 0 off
- Bswift LLC 401(k) Plan (IL) 1,166 · 0 off
- Asm America, Inc. 401(k) Plan (AZ) 1,166 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.