Money Purchase · DOL Form 5500 · 2022
Miller Wagner & Company PLLC Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 25th
- Percentile by assets National rank
Official DOL plan name: Miller Wagner & Company PLLC Money Purchase Pension Plan · Sponsored by Miller Wagner & Company PLLC · Arizona · Professional & Technical Services
$1M in assets, N/A participants
Miller Wagner & Company PLLC's Miller Wagner & Company PLLC Money Purchase Pension Plan reported $1M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,648 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Miller Wagner & Company PLLC Money Purchase Pension Plan holds $1M for N/A participants, in the lower half of filed plans by assets.
- #4,648
- in Professional & Technical Services (21,562 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Miller Wagner & Company PLLC Money Purchase Pension Plan among the smaller filed plans by assets
Miller Wagner & Company PLLC Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,037,356 25th percentile higher than 25% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 860944211 · Miller Wagner & Company PLLC PY 2022 · Money Purchase
Miller Wagner & Company PLLC Money Purchase Pension Plan · $1M · N/A · 25th
- VS-ST $1M
- BOY N/A
- SCH 25th
- EBSA Money Purchase
- PART near Oakley & Gore
- TYPE ind #4648
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 Arizona →
Miller Wagner & Company PLLC Money Purchase Pension Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$22K |
| Employer EIN | 860944211 |
| Plan Effective Date | 1977-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Miller Wagner & Company PLLC)
Sponsor-wide plan assets over time
All Miller Wagner & Company PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 1.644083612568877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $1M |
| 2023 | 1 | N/A | $1M |
| 2024 | 1 | N/A | $1M |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $101M · 3,763
- IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan $33M · 1,391
- The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 $14M · 47
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $13M · 538
- Benjamin E. Myers Money Purchase Pension Plan and Trust $8M · 1
Miller Wagner & Company PLLC Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets
Outside Arizona, the nearest Money Purchase by end-of-year assets is Oakley & Gore in KY at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.