401(k) · DOL Form 5500 · 2023

Milton Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 206
Participants Below avg headcount: 44th
Percentile by assets National rank: $23,509
Avg per participant Low balance/head

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Official DOL plan name: Milton Industries 401(k) Plan · Sponsored by Milton Industries, Inc. · Illinois · Manufacturing

$5M in assets, 206 participants

Milton Industries, Inc.'s Milton Industries 401(k) Plan reported $5M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#5,048 in Manufacturing (18,722 peers)

Coverage in Illinois

Milton Industries 401(k) Plan covers 206 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#5,048
in Manufacturing (18,722 peers): +82.1%
assets growth YoY

Milton Industries 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Milton Industries 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,842,875 44th percentile higher than 44% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Milton Industries 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Industries 401(k) Plan sits mid-pack in the medium band (206 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Milton Industries 401(k) Plan reported net income rose from -$157K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Milton Industries 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Milton Industries 401(k) Plan reported participants rose from 130 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362135402 · Milton Industries, Inc. PY 2023 · 401(k)

Milton Industries 401(k) Plan · $5M · 206 · 44th

SCH $5M
EBSA 206
PART 44th
TYPE 401(k)
NET near Walter L. Stewart, Dds, PC Profit Sharing Plan
BOOK ind #5048

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 Illinois →

End-of-year total assets ($M) among Milton Industries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	362135402
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Milton Industries, Inc.)

Latest sponsor-wide plan assets: $6M 115.25297775745304% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	130	$3M
2023	1	206	$5M
2024	1	172	$6M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Milton Industries 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Milton Industries 401(k) Plan side-by-side with 3 peers →

Milton Industries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Walter L. Stewart, Dds, PC Profit Sharing Plan in GA ($5M); by covered participants it is Sequoia 401(k) Plan in CA (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Walter L. Stewart, Dds, PC Profit Sharing Plan (GA) $5M · 12
Insurify 401(k) Plan (MA) $5M · 112
Green Valley Grocery 401(k) Retirement Plan (NV) $5M · 624
Shared Support Inc. 401(k) Plan (PA) $5M · 216

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

Sequoia 401(k) Plan (CA) 206 · 0 off
Equibrand Corporation 401(k) Profit Sharing Plan (TX) 206 · 0 off
Orthopaedic Hospital 401(k) Plan (CA) 206 · 0 off
Walker Manufacturing Company 401(k) Plan (CO) 206 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milton Industries 401(k) Plan assets move in 2023? ▼

Milton Industries 401(k) Plan surged - up 82.1% during 2023, from $3M to $5M. Reported net income was $2M.

How have Milton Industries, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Milton Industries, Inc.'s sponsor-wide assets grew 115.3%, from $3M to $6M.

Which 401(k) plans are similar in size to Milton Industries 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Walter L. Stewart, Dds, PC Profit Sharing Plan in GA ($5M, 12 participants).

Which 401(k) plans cover a similar participant headcount to Milton Industries 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sequoia 401(k) Plan in CA (206 participants, $94M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362135402.