401(k) · DOL Form 5500 · 2022

Miller Tabak & Co., LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
55th
Percentile by assets National rank
$606,621
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Miller Tabak & Co. , LLC Savings Investment Plan · Sponsored by Miller Tabak & Co., LLC · New York · Finance & Insurance

$6M in assets, 10 participants

Miller Tabak & Co., LLC's Miller Tabak & Co. , LLC Savings Investment Plan reported $6M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,552 in Finance & Insurance (9,261 peers)

Miller Tabak & Co., LLC multi-year trail

Miller Tabak & Co., LLC's plans moved +12.4% in assets from 2022 to 2024; this filing shows Miller Tabak & Co. , LLC Savings Investment Plan at $6M / 10 participants.

#3,552
in Finance & Insurance (9,261 peers)
-16.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Miller Tabak & Co. , LLC Savings Investment Plan's mid-pack asset rank among Finance & Insurance and all filers

Miller Tabak & Co. , LLC Savings Investment Plan vs every filed plan by assets

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

$6,066,210 Top 45% higher than 55% 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 Tabak & Co. , LLC Savings Investment 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. Miller Tabak & Co. , LLC Savings Investment Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 133086847 · Miller Tabak & Co., LLC PY 2022 · 401(k)

Miller Tabak & Co. , LLC Savings Investment Plan · $6M · 10 · 55th

  • EIN $6M
  • EIN 10
  • EIN 55th
  • EIN 401(k)
  • EIN near Cape Associates, Inc. 401(k) Profit Sharing Plan
  • EIN ind #3552

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 New York →

Miller Tabak & Co. , LLC Savings Investment Plan in the asset neighbourhood

Miller Tabak & Co. , LLC Savings Investment PlanMiller Tabak & Co. , LLC Sav…$6MCape Associates, Inc. 401(k) Profit Sharing PlanCape Associates, Inc. 401(k)…$6MAuction Edge Inc 401(k) Profit Sharing Plan and TrustAuction Edge Inc 401(k) Prof…$6MComfort Systems of Virginia, Inc. 401(k) PlanComfort Systems of Virginia,…$6MTriple, Inc. 401(k) Savings PlanTriple, Inc. 401(k) Savings …$6M
End-of-year total assets ($M) among Miller Tabak & Co. , LLC Savings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Miller Tabak & Co., LLC multi-year asset trail

Sponsor-wide plan assets over time

All Miller Tabak & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.360864526615465% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $6.07M $6.82M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 10 $6M
2023 1 10 $6M
2024 1 11 $7M

Miller Tabak & Co., LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN133086847
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Miller Tabak & Co. , LLC Savings Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Miller Tabak & Co. , LLC Savings Investment Plan, Total assets ($B): 0.00606621 · Participants: 10Miller Tabak & Co. , LLC Savings Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Miller Tabak & Co. , LLC Savings Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Miller Tabak & Co. , LLC Savings Investment Plan side-by-side with 3 peers →

Miller Tabak & Co. , LLC Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cape Associates, Inc. 401(k) Profit Sharing Plan in MA ($6M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Tabak & Co. , LLC Savings Investment Plan assets move in 2022? ▼
Miller Tabak & Co. , LLC Savings Investment Plan declined sharply - down 16.6% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Miller Tabak & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miller Tabak & Co., LLC's sponsor-wide assets grew 12.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Miller Tabak & Co. , LLC Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cape Associates, Inc. 401(k) Profit Sharing Plan in MA ($6M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Miller Tabak & Co. , LLC Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 133086847.

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.