401(k) · DOL Form 5500 · 2022
Dj Miller Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $296K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $49,337
- Avg per participant Low balance/head
Official DOL plan name: Dj Miller Investments Retirement Plan · Sponsored by Dj Miller Investments, Inc. · Wisconsin · Arts, Entertainment & Recreation
$296K in assets, 6 participants
Dj Miller Investments, Inc.'s Dj Miller Investments Retirement Plan reported $296K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #984 in Arts, Entertainment & Recreation (3,077 peers)
2022 asset change
Dj Miller Investments Retirement Plan pulled back noticeably 12.4% in 2022 ($338K → $296K) for 6 participants.
- #984
- in Arts, Entertainment & Recreation (3,077 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dj Miller Investments Retirement Plan among the smaller filed plans by assets
Dj Miller Investments Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$296,022 14th percentile higher than 14% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dj Miller Investments Retirement 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. Dj Miller Investments Retirement Plan is a micro filing (6 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 264129479 · Dj Miller Investments, Inc. PY 2022 · 401(k)
Dj Miller Investments Retirement Plan · $296K · 6 · 14th
- EBSA $296K
- EBSA 6
- EBSA 14th
- EBSA 401(k)
- EBSA near Clarke Enterprises Florida Inc. 401(k) Plan
- EBSA ind #984
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 Arts, Entertainment & Recreation retirement plans → · Plans in Wisconsin →
Dj Miller Investments Retirement Plan in the asset neighbourhood
Dj Miller Investments, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Dj Miller Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $296K |
| 2023 | 1 | 5 | $328K |
| 2024 | 1 | 7 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $338K |
|---|---|
| Net Assets (End of Year) | $296K |
| Net Income | -$42K |
| Employer EIN | 264129479 |
| Plan Effective Date | 2009-01-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Dj Miller Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Clarke Enterprises Florida Inc. 401(k) Plan in FL ($296K); 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 ($296K 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.