401(k) · DOL Form 5500 · 2022

Miller-Lewis Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$615,165
Avg per participant High balance/head
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Official DOL plan name: Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust · Sponsored by Miller-Lewis Insurance Agency, Inc. · Ohio · Finance & Insurance

$4M in assets, 6 participants

Miller-Lewis Insurance Agency, Inc.'s Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust reported $4M in total assets and 6 participants in its 2022 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.

  • #2,811 in Finance & Insurance (9,261 peers)

Miller-Lewis Insurance Agency, Inc. multi-year trail

Miller-Lewis Insurance Agency, Inc.'s plans moved -58.6% in assets from 2022 to 2024; this filing shows Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust at $4M / 6 participants.

#2,811
in Finance & Insurance (9,261 peers)
-2.6%
assets change YoY

The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust's mid-pack asset rank among Finance & Insurance and all filers

Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,690,992 44th percentile higher than 44% of 139,123 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 2022

Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 311281271 · Miller-Lewis Insurance Agency, Inc. PY 2022 · 401(k)

Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust · $4M · 6 · 44th

  • PCT $4M
  • EIN 6
  • RANK 44th
  • PHOTO 401(k)
  • IND near Capital Square 401(k) Plan
  • EOY ind #2811

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 Finance & Insurance retirement plans → · Plans in Ohio →

Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust in the asset neighbourhood

Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and TrustMiller-Lewis Insurance Agenc…$4MCapital Square 401(k) Plan$4MKenona Industries LLC 401(k) PlanKenona Industries LLC 401(k)…$4MTarget Communications Retirement PlanTarget Communications Retire…$4MSanblaze Technology, Inc. 401(k) P/S PlanSanblaze Technology, Inc. 40…$4M
End-of-year total assets ($M) among Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Miller-Lewis Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Miller-Lewis Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.57796625425613% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 20222024 $11.3M $4.67M ▼ -58.6%
Year Plans Participants Total Assets
2022 4 20 $11M
2024 1 3 $5M

Miller-Lewis Insurance Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$98K
Employer EIN311281271
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust, Total assets ($B): 0.003690992 · Participants: 6Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust side-by-side with 3 peers →

Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Capital Square 401(k) Plan in VA ($4M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust assets move in 2022? ▼
Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust edged down modestly - down 2.6% during 2022, from $4M to $4M. Reported net income was -$98K.
How have Miller-Lewis Insurance Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Miller-Lewis Insurance Agency, Inc.'s sponsor-wide assets declined 58.6%, from $11M to $5M.
Which 401(k) plans are similar in size to Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Capital Square 401(k) Plan in VA ($4M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311281271.

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.