Other · DOL Form 5500 · 2024
Milton Academy Retirement Plan
Data updated 2026-08-11
- $156M
- Total assets
- 398
- Participants
- 93rd
- Percentile by assets
- $391,510
- Avg per participant
Official DOL plan name: Milton Academy Retirement Plan · Sponsored by Milton Academy · Massachusetts · Educational Services
$156M in assets, 398 participants
Milton Academy's Milton Academy Retirement Plan reported $156M in total assets and 398 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)
- #3,219 in Educational Services (3,638 peers)
Where Milton Academy Retirement Plan sits by assets
Milton Academy Retirement Plan sits in the top 10% of all filed plans by assets, $156M for 398 participants (~$391,510/participant), up 7.7% in 2024.
- $156M
- total plan assets (2024 EOY)
- 398
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $391,510
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milton Academy Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Milton Academy Retirement Plan end-of-year assets rose from $145M in the plan year 2023 filing to $156M in the plan year 2024 filing.
Milton Academy Retirement Plan vs the 2024 asset distribution
By assets, Milton Academy Retirement 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) | $145M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $11M |
| Employer EIN | 042103603 |
| Plan Effective Date | 1956-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milton Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 457 | $129M |
| 2023 | 1 | 401 | $145M |
| 2024 | 1 | 398 | $156M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Milton Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Similar-Sized Other Plans Nationally
Other plans in other states closest to Milton Academy Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Milton Academy Retirement Plan assets move in 2024? ▼
How have Milton Academy plan assets changed over time? ▼
Where does Milton Academy Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Milton Academy Retirement Plan
Scale reading
Ways to act on Milton Academy Retirement Plan's numbers.
- By total assets, Milton Academy Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Milton Academy's sponsor-wide assets have grown 20.7% since 2022 across 3 plan years on file. More Educational Services plans