Defined Benefit (Pension) · DOL Form 5500 · 2023

Jill Miller & Associates, P.C. Pension Plan

Data updated 2026-08-11

$738K
Total assets
3
Participants
21st
Percentile by assets
$245,868
Avg per participant
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Official DOL plan name: Jill Miller & Associates, P.C. Cash Balance Plan · Sponsored by Jill Miller & Associates, P.C. · New York · Professional & Technical Services

$738K in assets, 3 participants

Jill Miller & Associates, P.C.'s Jill Miller & Associates, P.C. Cash Balance Plan reported $738K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 127,072 plans)
  • #3,285 in Professional & Technical Services (20,321 peers)

Jill Miller & Associates, P.C. multi-year trail

Jill Miller & Associates, P.C.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Jill Miller & Associates, P.C. Cash Balance Plan at $738K / 3 participants.

$738K
total plan assets (2023 EOY)
3
covered participants
21st
percentile by assets (of 127,072 plans)
$245,868
avg assets per participant

Where Jill Miller & Associates, P.C. Cash Balance Plan sits by total assets

Jill Miller & Associates, P.C. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$737,603 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jill Miller & Associates, P.C. Cash Balance Plan reported net income rose from $53K in the plan year 2022 filing to $176K in the plan year 2023 filing.
  • Jill Miller & Associates, P.C. Cash Balance Plan end-of-year assets rose from $562K in the plan year 2022 filing to $738K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

Jill Miller & Associates, P.C. across 3 plan years on file

Across the 3 plan years Jill Miller & Associates, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 46.9%, while reported participants moved from 9 to 7 (-22.2%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).

Jill Miller & Associates, P.C. multi-year asset trail

$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.69M $3.95M ▲ +46.8%
Total plan assets by year, all Jill Miller & Associates, P.C. plans on file
Year Plans Participants Total Assets
2022 2 9 $3M
2023 2 8 $3M
2024 2 7 $4M

Jill Miller & Associates, P.C. filing trail (2023)

Total Assets (Beginning of Year)$562K
Net Assets (End of Year)$738K
Net Income$176K
Employer EIN270075396
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Jill Miller & Associates, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Jill Miller & Associ…, Total assets ($B): 0.000737603 · Participants: 3Jill Miller & Associ…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Jill Miller & Associates, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jill Miller & Associates, P.C. Cash Bala… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Jill Miller & Associates, P.C. Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Jill Miller & Associates, P.C. Cash Balance Plan assets move in 2023? ▼
Jill Miller & Associates, P.C. Cash Balance Plan surged - up 31.3% during 2023, from $562K to $738K. Reported net income was $176K.
How have Jill Miller & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jill Miller & Associates, P.C.'s sponsor-wide assets grew 46.9%, from $3M to $4M.
Where does Jill Miller & Associates, P.C. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Jill Miller & Associates, P.C. Cash Balance Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Jill Miller & Associates, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Macarthur Company Union Factory Pension Plan in MN ($734K, 5 participants).

Next read for Jill Miller & Associates, P.C. Cash Bala…

Multi-year trail

Ways to act on Jill Miller & Associates, P.C. Cash Balance Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270075396.

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.