Defined Benefit (Pension) · DOL Form 5500 · 2023

Jill Miller & Associates, P.C. Pension Plan

Data updated 2026-08-25

$738K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$245,868
Avg per participant Above avg balance/head
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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.

  • #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.

#3,285
in Professional & Technical Services (20,321 peers)
+31.3%
assets growth YoY

Jill Miller & Associates, P.C. Cash Balance Plan among the smaller filed plans by 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 $2,050,000,000 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 2023

Jill Miller & Associates, P.C. Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jill Miller & Associates, P.C. Cash Balance Plan is a micro filing (3 participants), the leftmost band.

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 →

Form 5500 schedule snapshot

Filing strip 270075396 · Jill Miller & Associates, P.C. PY 2023 · Defined Benefit (Pension)

Jill Miller & Associates, P.C. Cash Balance Plan · $738K · 3 · 21st

  • 5500 $738K
  • 5500 3
  • 5500 21st
  • 5500 Defined Benefit (Pension)
  • 5500 near Macarthur Company Union Factory Pension Plan
  • 5500 ind #3285

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 New York →

Jill Miller & Associates, P.C. Cash Balance Plan in the asset neighbourhood

Jill Miller & Associates, P.C. Cash Balance PlanJill Miller & Associates, P.…$738KNielsen & Bainbridge Employees' Retirement Income PlanNielsen & Bainbridge Employe…$742KMacarthur Company Union Factory Pension PlanMacarthur Company Union Fact…$734KHung Thai Dental Corporation Defined Benefit PlanHung Thai Dental Corporation…$733KMid Valley Dental Care - Northridge Cash Balance Pension PlanMid Valley Dental Care - Nor…$730K
End-of-year total assets ($M) among Jill Miller & Associates, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Jill Miller & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.915930361410894% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.69M $3.95M ▲ +46.8%
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 ($B) Participants Jill Miller & Associates, P.C. Cash Balance Plan, Total assets ($B): 0.000737603 · Participants: 3Jill Miller & Associates, P.C. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
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 Balance Plan side-by-side with 3 peers →

Jill Miller & Associates, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Macarthur Company Union Factory Pension Plan in MN ($734K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jill Miller & Associates, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A in assets).

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.