401(k) · DOL Form 5500 · 2022
Miller Davies & Ito Accountancy 401(k) Plan
Data updated 2026-08-25
- $70K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $13,997
- Avg per participant Low balance/head
Official DOL plan name: Miller Davies & Ito 401(k) · Sponsored by Miller Davies & Ito Accountancy · California · Professional & Technical Services
$70K in assets, 5 participants
Miller Davies & Ito Accountancy's Miller Davies & Ito 401(k) reported $70K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.
- #889 in Professional & Technical Services (21,562 peers)
Miller Davies & Ito Accountancy multi-year trail
Miller Davies & Ito Accountancy's plans moved +155.8% in assets from 2022 to 2024; this filing shows Miller Davies & Ito 401(k) at $70K / 5 participants.
- #889
- in Professional & Technical Services (21,562 peers)
- -9.7%
- assets change YoY
The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Miller Davies & Ito 401(k) among the smaller filed plans by assets
Miller Davies & Ito 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$69,983 5th percentile higher than 5% 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
Miller Davies & Ito 401(k) 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 Davies & Ito 401(k) is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 834686004 · Miller Davies & Ito Accountancy PY 2022 · 401(k)
Miller Davies & Ito 401(k) · $70K · 5 · 5th
- EOY $70K
- EOY 5
- EOY 5th
- EOY 401(k)
- EOY near C & E Consulting Ventures Inc 401(k) Plan
- EOY ind #889
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 California →
Miller Davies & Ito 401(k) in the asset neighbourhood
Miller Davies & Ito Accountancy multi-year asset trail
Sponsor-wide plan assets over time
All Miller Davies & Ito Accountancy plans reported in each filing year
- Latest sponsor-wide plan assets
- $179K 155.81498363888372% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $70K |
| 2023 | 1 | 6 | $115K |
| 2024 | 1 | 5 | $179K |
Miller Davies & Ito Accountancy filing trail (2022)
| Total Assets (Beginning of Year) | $78K |
|---|---|
| Net Assets (End of Year) | $70K |
| Net Income | -$8K |
| Employer EIN | 834686004 |
| Plan Effective Date | 2019-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Miller Davies & Ito 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is C & E Consulting Ventures Inc 401(k) Plan in FL ($70K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70K here).
- C & E Consulting Ventures Inc 401(k) Plan (FL) $70K · 1
- Blackjack Pines Inc 401(k) Plan (IN) $70K · 2
- Cowin Family Wines Inc 401(k) Trust (TX) $70K · N/A
- Solution Factory Retirement Plan (WA) $70K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 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.