401(k) · DOL Form 5500 · 2022

J. Lee Milligan, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
351
Participants Below avg headcount
65th
Percentile by assets National rank
$28,169
Avg per participant Low balance/head
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Official DOL plan name: J. Lee Milligan, Inc. 401(k) Plan · Sponsored by J. Lee Milligan, Inc. · Texas · Construction

$10M in assets, 351 participants

J. Lee Milligan, Inc.'s J. Lee Milligan, Inc. 401(k) Plan reported $10M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,374 in Construction (9,927 peers)

J. Lee Milligan, Inc. multi-year trail

J. Lee Milligan, Inc.'s plans moved +99.6% in assets from 2022 to 2024; this filing shows J. Lee Milligan, Inc. 401(k) Plan at $10M / 351 participants.

#6,374
in Construction (9,927 peers)
-11.9%
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.

J. Lee Milligan, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

J. Lee Milligan, Inc. 401(k) Plan vs every filed plan by assets

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

$9,887,405 Top 35% higher than 65% 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

J. Lee Milligan, Inc. 401(k) 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. J. Lee Milligan, Inc. 401(k) Plan sits mid-pack in the medium band (351 participants).

EBSA filing schedule strip

Filing strip 750971715 · J. Lee Milligan, Inc. PY 2022 · 401(k)

J. Lee Milligan, Inc. 401(k) Plan · $10M · 351 · 65th

  • SCH $10M
  • EBSA 351
  • PART 65th
  • TYPE 401(k)
  • NET near Logistics Plus 401(k) Profit Sharing Plan
  • BOOK ind #6374

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 Construction retirement plans → · Plans in Texas →

J. Lee Milligan, Inc. 401(k) Plan in the asset neighbourhood

J. Lee Milligan, Inc. 401(k) PlanJ. Lee Milligan, Inc. 401(k)…$10MLogistics Plus 401(k) Profit Sharing PlanLogistics Plus 401(k) Profit…$10MKoehler Instrument Co., Inc. 401(k) Retirement PlanKoehler Instrument Co., Inc.…$10MRuthman Pump & Engineering Inc 401(k) Profit Sharing Plan & TrustRuthman Pump & Engineering I…$10MCe 401(k) Plan$10M
End-of-year total assets ($M) among J. Lee Milligan, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J. Lee Milligan, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J. Lee Milligan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 99.61015601983306% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $46.1M $92M ▲ +99.6%
Year Plans Participants Total Assets
2022 2 687 $46M
2023 2 645 $72M
2024 2 651 $92M

J. Lee Milligan, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN750971715
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

J. Lee Milligan, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants J. Lee Milligan, Inc. 401(k) Plan, Total assets ($B): 0.009887405 · Participants: 351J. Lee Milligan, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
J. Lee Milligan, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare J. Lee Milligan, Inc. 401(k) Plan side-by-side with 3 peers →

J. Lee Milligan, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Logistics Plus 401(k) Profit Sharing Plan in PA ($10M); by covered participants it is Natrol 401(k) Profit Sharing Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 J. Lee Milligan, Inc. 401(k) Plan assets move in 2022? ▼
J. Lee Milligan, Inc. 401(k) Plan pulled back noticeably - down 11.9% during 2022, from $11M to $10M. Reported net income was -$1M.
How have J. Lee Milligan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Lee Milligan, Inc.'s sponsor-wide assets grew 99.6%, from $46M to $92M.
Which 401(k) plans are similar in size to J. Lee Milligan, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Logistics Plus 401(k) Profit Sharing Plan in PA ($10M, 377 participants).
Which 401(k) plans cover a similar participant headcount to J. Lee Milligan, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natrol 401(k) Profit Sharing Plan in CA (351 participants, N/A 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 750971715.

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.