ESOP · DOL Form 5500 · 2022

Miller Holdings, Inc ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
222
Participants Below avg headcount
80th
Percentile by assets National rank
$107,176
Avg per participant Below avg balance/head
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Official DOL plan name: Miller Holdings, Inc Employee Stock Ownership Plan and Trust · Sponsored by Miller Holdings, Inc · North Dakota · Manufacturing

$24M in assets, 222 participants

Miller Holdings, Inc's Miller Holdings, Inc Employee Stock Ownership Plan and Trust reported $24M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,725 in Manufacturing (20,602 peers)

Coverage in North Dakota

Miller Holdings, Inc Employee Stock Ownership Plan and Trust covers 222 participants in North Dakota, about 44% of the average North Dakota filer (state average ~504 per filing). Assets: $24M.

#14,725
in Manufacturing (20,602 peers)
+16.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Miller Holdings, Inc Employee Stock Ownership Plan and Trust's outsized position by total assets

Miller Holdings, Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$23,792,974 Top 20% higher than 80% 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 Holdings, Inc Employee Stock Ownership Plan and Trust 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. Miller Holdings, Inc Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (222 participants).

Published 5500 schedule card

Filing strip 753098510 · Miller Holdings, Inc PY 2022 · ESOP

Miller Holdings, Inc Employee Stock Ownership Plan and Trust · $24M · 222 · 80th

  • EBSA $24M
  • PART 222
  • TYPE 80th
  • NET ESOP
  • BOOK near Healthcare Appraisers, Inc. ESOP
  • VS-ST ind #14725

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 North Dakota →

Miller Holdings, Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood

1a Auto, Inc. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock…$24MMiller Holdings, Inc Employee Stock Ownership Plan and TrustMiller Holdings, Inc Employe…$24MHealthcare Appraisers, Inc. ESOPHealthcare Appraisers, Inc. …$24MFox Bros. Piggly Wiggly, Inc. Employee Stock Ownership PlanFox Bros. Piggly Wiggly, Inc…$24MModjeski and Masters Inc. Employee Stock Ownership PlanModjeski and Masters Inc. Em…$24M
End-of-year total assets ($M) among Miller Holdings, Inc Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

North Dakota filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN753098510
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miller Holdings, Inc)

Sponsor-wide plan assets over time

All Miller Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$55M 130.84710217394428% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $23.8M $54.9M ▲ +130.9%
Year Plans Participants Total Assets
2022 1 222 $24M
2023 1 232 $33M
2024 2 365 $55M

Nearby ESOP Plans in North Dakota

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

Miller Holdings, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.5 Total assets ($B) Participants Miller Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.023792974 · Participants: 222Miller Holdings, Inc Employee Stock Ownership Plan and TrustBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.106185018 · Participants: 2781Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.761655102 · Participants: 3187Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.234297255 · Participants: 616Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership Plan
Miller Holdings, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Miller Holdings, Inc Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Miller Holdings, Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Healthcare Appraisers, Inc. ESOP in FL ($24M); by covered participants it is Hcc, Inc. Employee Stock Ownership Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Holdings, Inc Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Miller Holdings, Inc Employee Stock Ownership Plan and Trust grew sharply - up 16.7% during 2022, from $20M to $24M. Reported net income was -$3M.
How have Miller Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miller Holdings, Inc's sponsor-wide assets grew 130.8%, from $24M to $55M.
Where does Miller Holdings, Inc Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Miller Holdings, Inc Employee Stock Ownership Plan and Trust ranks in the 80th 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 Miller Holdings, Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Healthcare Appraisers, Inc. ESOP in FL ($24M, 76 participants).
Which ESOP plans cover a similar participant headcount to Miller Holdings, Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Hcc, Inc. Employee Stock Ownership Plan in IL (222 participants, $94M 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 753098510.

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.