Defined Benefit (Pension) · DOL Form 5500 · 2022

Miles & Schmitt, Md, PC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
30th
Percentile by assets National rank
$110,466
Avg per participant Below avg balance/head
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Official DOL plan name: Miles & Schmitt, Md, PC Cash Balance Plan · Sponsored by Miles & Schmitt, Md, PC · Alabama · Healthcare & Social Assistance

$2M in assets, 14 participants

Miles & Schmitt, Md, PC's Miles & Schmitt, Md, PC Cash Balance Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,907 in Healthcare & Social Assistance (20,060 peers)

Miles & Schmitt, Md, PC multi-year trail

Miles & Schmitt, Md, PC's plans moved -27.3% in assets from 2022 to 2024; this filing shows Miles & Schmitt, Md, PC Cash Balance Plan at $2M / 14 participants.

#5,907
in Healthcare & Social Assistance (20,060 peers)
+15.7%
assets growth YoY

Miles & Schmitt, Md, PC Cash Balance Plan among the smaller filed plans by assets

Miles & Schmitt, Md, PC Cash Balance Plan vs every filed plan by assets

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

$1,546,517 30th percentile higher than 30% 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

Miles & Schmitt, Md, PC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miles & Schmitt, Md, PC Cash Balance Plan is a small filing (14 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 630620636 · Miles & Schmitt, Md, PC PY 2022 · Defined Benefit (Pension)

Miles & Schmitt, Md, PC Cash Balance Plan · $2M · 14 · 30th

  • NET $2M
  • BOOK 14
  • VS-ST 30th
  • BOY Defined Benefit (Pension)
  • SCH near Broadway Stores, Inc. Pension Plan for Part. Concessionaires
  • EBSA ind #5907

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Miles & Schmitt, Md, PC Cash Balance Plan in the asset neighbourhood

Miles & Schmitt, Md, PC Cash Balance PlanMiles & Schmitt, Md, PC Cash…$2MBroadway Stores, Inc. Pension Plan for Part. ConcessionairesBroadway Stores, Inc. Pensio…$2MThe Spine Center Inc Defined Benefit Pension PlanThe Spine Center Inc Defined…$2MStanley Whitney Studio LLC Defined Benefit PlanStanley Whitney Studio LLC D…$2MMerrick Capital Corporation Defined Benefit Pension PlanMerrick Capital Corporation …$2M
End-of-year total assets ($M) among Miles & Schmitt, Md, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Miles & Schmitt, Md, PC multi-year asset trail

Sponsor-wide plan assets over time

All Miles & Schmitt, Md, PC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.26478020470193% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $5.78M $4.2M ▼ -27.3%
Year Plans Participants Total Assets
2022 2 29 $6M
2023 2 30 $6M
2024 2 27 $4M

Miles & Schmitt, Md, PC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$209K
Employer EIN630620636
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Miles & Schmitt, Md, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Miles & Schmitt, Md, PC Cash Balance Plan, Total assets ($B): 0.001546517 · Participants: 14Miles & Schmitt, Md, PC Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Miles & Schmitt, Md, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Miles & Schmitt, Md, PC Cash Balance Plan side-by-side with 3 peers →

Miles & Schmitt, Md, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Broadway Stores, Inc. Pension Plan for Part. Concessionaires in OH ($2M); by covered participants it is Maya Brenner Designs Defined Benefit Pension Plan in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Miles & Schmitt, Md, PC Cash Balance Plan assets move in 2022? ▼
Miles & Schmitt, Md, PC Cash Balance Plan grew sharply - up 15.7% during 2022, from $1M to $2M. Reported net income was $209K.
How have Miles & Schmitt, Md, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miles & Schmitt, Md, PC's sponsor-wide assets declined 27.3%, from $6M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Miles & Schmitt, Md, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Broadway Stores, Inc. Pension Plan for Part. Concessionaires in OH ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Miles & Schmitt, Md, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maya Brenner Designs Defined Benefit Pension Plan in CA (14 participants, $1M 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 630620636.

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.