Defined Benefit (Pension) · DOL Form 5500 · 2024

Southworth-Milton, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
34
Participants Small participant base
45th
Percentile by assets National rank
$175,284
Avg per participant Above avg balance/head
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Official DOL plan name: Southworth-Milton, Inc. Bargaining Unit Pension Plan · Sponsored by Southworth-Milton, Inc. · Massachusetts · Real Estate

$6M in assets, 34 participants

Southworth-Milton, Inc.'s Southworth-Milton, Inc. Bargaining Unit Pension Plan reported $6M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,978 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Southworth-Milton, Inc. Bargaining Unit Pension Plan ranks #2,978 of 4,605 2024 filers by assets (436% of the sector average)-$6M for 34 participants.

#2,978
in Real Estate (4,605 peers)
-5.8%
assets change YoY

The plan reported a net loss of $365K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southworth-Milton, Inc. Bargaining Unit Pension Plan's mid-pack asset rank among Real Estate and all filers

Southworth-Milton, Inc. Bargaining Unit Pension Plan vs every filed plan by assets

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

$5,959,660 45th percentile higher than 45% 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

Southworth-Milton, Inc. Bargaining Unit Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southworth-Milton, Inc. Bargaining Unit Pension Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southworth-Milton, Inc. Bargaining Unit Pension Plan reported net income fell from $690K in the plan year 2023 filing to -$365K in the plan year 2024 filing.
  • Southworth-Milton, Inc. Bargaining Unit Pension Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Southworth-Milton, Inc. Bargaining Unit Pension Plan reported participants fell from 36 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 020258444 · Southworth-Milton, Inc. PY 2024 · Defined Benefit (Pension)

Southworth-Milton, Inc. Bargaining Unit Pension Plan · $6M · 34 · 45th

  • PHOTO $6M
  • PHOTO 34
  • PHOTO 45th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Judson Center Defined Benefit Pension Plan
  • PHOTO ind #2978

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 Real Estate retirement plans → · Plans in Massachusetts →

Southworth-Milton, Inc. Bargaining Unit Pension Plan in the asset neighbourhood

Employer Defined Benefit Plan of Inwood HouseEmployer Defined Benefit Pla…$6MSouthworth-Milton, Inc. Bargaining Unit Pension PlanSouthworth-Milton, Inc. Barg…$6MJudson Center Defined Benefit Pension PlanJudson Center Defined Benefi…$6MEmployees' Retirement Plan of Centrus Energy Corp.Employees' Retirement Plan o…$6MAlan D. Wallace Pension Plan$6M
End-of-year total assets ($M) among Southworth-Milton, Inc. Bargaining Unit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$365K
Employer EIN020258444
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southworth-Milton, Inc.)

Sponsor-wide plan assets over time

All Southworth-Milton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$163M 66.621882614003% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $97.7M $163M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 950 $98M
2023 2 1,101 $135M
2024 2 1,338 $163M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southworth-Milton, Inc. Bargaining Unit Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Southworth-Milton, Inc. Bargaining Unit Pension Plan, Total assets ($B): 0.00595966 · Participants: 34Southworth-Milton, Inc. Bargaining Unit Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Southworth-Milton, Inc. Bargaining Unit Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Southworth-Milton, Inc. Bargaining Unit Pension Plan side-by-side with 3 peers →

Southworth-Milton, Inc. Bargaining Unit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Judson Center Defined Benefit Pension Plan in MI ($6M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Southworth-Milton, Inc. Bargaining Unit Pension Plan assets move in 2024? ▼
Southworth-Milton, Inc. Bargaining Unit Pension Plan pulled back noticeably - down 5.8% during 2024, from $6M to $6M. Reported net income was -$365K.
How have Southworth-Milton, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southworth-Milton, Inc.'s sponsor-wide assets grew 66.6%, from $98M to $163M.
Which Defined Benefit (Pension) plans are similar in size to Southworth-Milton, Inc. Bargaining Unit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Judson Center Defined Benefit Pension Plan in MI ($6M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southworth-Milton, Inc. Bargaining Unit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (34 participants, $15M 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 020258444.

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.