Other · DOL Form 5500 · 2024

Milton Academy Retirement Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
398
Participants Below avg headcount
93rd
Percentile by assets National rank
$391,510
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,219
in Educational Services (3,638 peers)
+7.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Milton Academy Retirement Plan's outsized position by total assets

Milton Academy Retirement Plan vs every filed plan by assets

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

$155,821,046 Top 7% higher than 93% 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

Milton Academy Retirement 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. Milton Academy Retirement Plan sits mid-pack in the medium band (398 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042103603 · Milton Academy PY 2024 · Other

Milton Academy Retirement Plan · $156M · 398 · 93rd

  • RANK $156M
  • RANK 398
  • RANK 93rd
  • RANK Other
  • RANK near The Cooper Union Defined Contribution Retirement Plan
  • RANK ind #3219

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 Educational Services retirement plans → · Plans in Massachusetts →

Milton Academy Retirement Plan in the asset neighbourhood

Gti Supplemental Retirement Annuity PlanGti Supplemental Retirement …$156MMilton Academy Retirement PlanMilton Academy Retirement Pl…$156MThe Cooper Union Defined Contribution Retirement PlanThe Cooper Union Defined Con…$156MRobert Wood Johnson Foundation Qualified Retirement PlanRobert Wood Johnson Foundati…$156MHigh Point University Retirement PlanHigh Point University Retire…$156M
End-of-year total assets ($M) among Milton Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$156M
Net Income$11M
Employer EIN042103603
Plan Effective Date1956-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milton Academy)

Sponsor-wide plan assets over time

All Milton Academy plans reported in each filing year

Latest sponsor-wide plan assets
$156M 20.73685684848762% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $156M ▲ +20.7%
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 Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Milton Academy Retirement Plan, Total assets ($B): 0.155821046 · Participants: 398Milton Academy Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Milton Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Milton Academy Retirement Plan side-by-side with 3 peers →

Milton Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Cooper Union Defined Contribution Retirement Plan in NY ($156M); by covered participants it is Stephens College DC Retirement Plan in MO (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Milton Academy Retirement Plan assets move in 2024? ▼
Milton Academy Retirement Plan grew at a solid clip - up 7.7% during 2024, from $145M to $156M. Reported net income was $11M.
How have Milton Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milton Academy's sponsor-wide assets grew 20.7%, from $129M to $156M.
Where does Milton Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Milton Academy Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Milton Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Cooper Union Defined Contribution Retirement Plan in NY ($156M, 313 participants).
Which Other plans cover a similar participant headcount to Milton Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Stephens College DC Retirement Plan in MO (398 participants, $26M 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 042103603.

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.