ESOP · DOL Form 5500 · 2022

The Fort Miller Group, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
377
Participants Below avg headcount
88th
Percentile by assets National rank
$131,742
Avg per participant Near avg balance/head
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Official DOL plan name: The Fort Miller Group, Inc. Employee Stock Ownership Plan · Sponsored by The Fort Miller Group, Inc. · New York · Management of Enterprises

$50M in assets, 377 participants

The Fort Miller Group, Inc.'s The Fort Miller Group, Inc. Employee Stock Ownership Plan reported $50M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #841 in Management of Enterprises (1,193 peers)

Coverage in New York

The Fort Miller Group, Inc. Employee Stock Ownership Plan covers 377 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $50M.

#841
in Management of Enterprises (1,193 peers)
+10.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Fort Miller Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Fort Miller Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$49,666,793 Top 12% higher than 88% 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

The Fort Miller Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fort Miller Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (377 participants).

DOL schedule card

Filing strip 141459087 · The Fort Miller Group, Inc. PY 2022 · ESOP

The Fort Miller Group, Inc. Employee Stock Ownership Plan · $50M · 377 · 88th

  • SCH $50M
  • EBSA 377
  • PART 88th
  • TYPE ESOP
  • NET near Cornerstone Systems, Inc. Employee Stock Ownership Plan
  • BOOK ind #841

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 What is an ESOP? → · Plans in New York →

The Fort Miller Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Fort Miller Group, Inc. Employee Stock Ownership PlanThe Fort Miller Group, Inc. …$50MCornerstone Systems, Inc. Employee Stock Ownership PlanCornerstone Systems, Inc. Em…$50MAqua Engineers, Inc. Employee Stock Ownership PlanAqua Engineers, Inc. Employe…$50MCoborns Incorporated Employee Stock Ownership PlanCoborns Incorporated Employe…$50MErickson-Hall Holding Co. Employee Stock Ownership PlanErickson-Hall Holding Co. Em…$50M
End-of-year total assets ($M) among The Fort Miller Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN141459087
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fort Miller Group, Inc.)

Sponsor-wide plan assets over time

All The Fort Miller Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$173M 49.63957250228028% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $173M ▲ +49.6%
Year Plans Participants Total Assets
2022 2 798 $115M
2023 2 796 $135M
2024 2 833 $173M

Nearby ESOP Plans in New York

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

The Fort Miller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants The Fort Miller Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 49.666793 · Participants: 377The Fort Miller Group, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
The Fort Miller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare The Fort Miller Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Fort Miller Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN ($50M); by covered participants it is Buist Electric Inc Employee Stock Ownership Plan in MI (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 The Fort Miller Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Fort Miller Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.6% during 2022, from $45M to $50M. Reported net income was $4M.
How have The Fort Miller Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fort Miller Group, Inc.'s sponsor-wide assets grew 49.6%, from $115M to $173M.
Where does The Fort Miller Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Fort Miller Group, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Fort Miller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN ($50M, 171 participants).
Which ESOP plans cover a similar participant headcount to The Fort Miller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Buist Electric Inc Employee Stock Ownership Plan in MI (377 participants, $48M 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 141459087.

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.