Profit Sharing · DOL Form 5500 · 2022

Milluzzo & Company, P.C. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$475,571
Avg per participant High balance/head
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Official DOL plan name: Milluzzo & Company, P.C. Profit Sharing Plan · Sponsored by Milluzzo & Company, P.C. · Connecticut · Professional & Technical Services

$2M in assets, 4 participants

Milluzzo & Company, P.C.'s Milluzzo & Company, P.C. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,379 in Professional & Technical Services (21,562 peers)

Milluzzo & Company, P.C. multi-year trail

Milluzzo & Company, P.C.'s plans moved +21.9% in assets from 2022 to 2024; this filing shows Milluzzo & Company, P.C. Profit Sharing Plan at $2M / 4 participants.

#6,379
in Professional & Technical Services (21,562 peers)
-3.3%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milluzzo & Company, P.C. Profit Sharing Plan among the smaller filed plans by assets

Milluzzo & Company, P.C. Profit Sharing Plan vs every filed plan by assets

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

$1,902,282 33rd percentile higher than 33% 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

Milluzzo & Company, P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milluzzo & Company, P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 061289220 · Milluzzo & Company, P.C. PY 2022 · Profit Sharing

Milluzzo & Company, P.C. Profit Sharing Plan · $2M · 4 · 33rd

  • EOY $2M
  • EOY 4
  • EOY 33rd
  • EOY Profit Sharing
  • EOY near Mycoff Fry Partners LLC Profit Sharing Plan and Trust
  • EOY ind #6379

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Milluzzo & Company, P.C. Profit Sharing Plan in the asset neighbourhood

Milluzzo & Company, P.C. Profit Sharing PlanMilluzzo & Company, P.C. Pro…$2MMycoff Fry Partners LLC Profit Sharing Plan and TrustMycoff Fry Partners LLC Prof…$2MLakeview Pulmonary & Sleep Consult Profit Sharing PlanLakeview Pulmonary & Sleep C…$2MCornerstone Fabrication Corp. Retirement PlanCornerstone Fabrication Corp…$2MSara E Dysart PC Vip Basic Profit Sharing PlanSara E Dysart PC Vip Basic P…$2M
End-of-year total assets ($M) among Milluzzo & Company, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Milluzzo & Company, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Milluzzo & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.862689128110343% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.9M $2.32M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Milluzzo & Company, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$66K
Employer EIN061289220
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Milluzzo & Company, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Milluzzo & Company, P.C. Profit Sharing Plan, Total assets ($B): 0.001902282 · Participants: 4Milluzzo & Company, P.C. Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Milluzzo & Company, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Milluzzo & Company, P.C. Profit Sharing Plan side-by-side with 3 peers →

Milluzzo & Company, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Mycoff Fry Partners LLC Profit Sharing Plan and Trust in CO ($2M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Milluzzo & Company, P.C. Profit Sharing Plan assets move in 2022? ▼
Milluzzo & Company, P.C. Profit Sharing Plan edged down modestly - down 3.3% during 2022, from $2M to $2M. Reported net income was -$66K.
How have Milluzzo & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milluzzo & Company, P.C.'s sponsor-wide assets grew 21.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Milluzzo & Company, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mycoff Fry Partners LLC Profit Sharing Plan and Trust in CO ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Milluzzo & Company, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 061289220.

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.