Profit Sharing · DOL Form 5500 · 2023

Milluzzo & Company, P.C. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$523,561
Avg per participant High balance/head
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Official DOL plan name: Milluzzo & Company, P.C. Profit Sharing Plan · Sponsored by Milluzzo & Company, P.C. · Connecticut · Professional & Technical Services

$2M in assets, 4 participants

Milluzzo & Company, P.C.'s Milluzzo & Company, P.C. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,497 in Professional & Technical Services (20,321 peers)

Milluzzo & Company, P.C. multi-year trail

Milluzzo & Company, P.C.'s plans moved +21.9% in assets from 2022 to 2024; this filing shows Milluzzo & Company, P.C. Profit Sharing Plan at $2M / 4 participants.

#5,497
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY

Milluzzo & Company, P.C. Profit Sharing Plan among the smaller filed plans by assets

Milluzzo & Company, P.C. Profit Sharing Plan vs every filed plan by assets

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

$2,094,243 31st percentile higher than 31% 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

Milluzzo & Company, P.C. Profit Sharing 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. Milluzzo & Company, P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milluzzo & Company, P.C. Profit Sharing Plan reported net income rose from -$66K in the plan year 2022 filing to $192K in the plan year 2023 filing.
  • Milluzzo & Company, P.C. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061289220 · Milluzzo & Company, P.C. PY 2023 · Profit Sharing

Milluzzo & Company, P.C. Profit Sharing Plan · $2M · 4 · 31st

  • PCT $2M
  • EIN 4
  • RANK 31st
  • PHOTO Profit Sharing
  • IND near Peach Tree Healthcare Retirement Plan
  • EOY ind #5497

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 Connecticut →

Milluzzo & Company, P.C. Profit Sharing Plan in the asset neighbourhood

Berks Community Health Center 403(b) PlanBerks Community Health Cente…$2MBarron, Rosenberg, Mayoras & Mayoras, PC Profit Sharing TrustBarron, Rosenberg, Mayoras &…$2MMilluzzo & Company, P.C. Profit Sharing PlanMilluzzo & Company, P.C. Pro…$2MPeach Tree Healthcare Retirement PlanPeach Tree Healthcare Retire…$2MCommunity Health Centers of the Central Coast, Inc. 403(b) Savings PlanCommunity Health Centers of …$2M
End-of-year total assets ($M) among Milluzzo & Company, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Milluzzo & Company, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Milluzzo & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.862689128110343% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.9M $2.32M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Milluzzo & Company, P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$192K
Employer EIN061289220
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Milluzzo & Company, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Milluzzo & Company, P.C. Profit Sharing Plan, Total assets ($B): 0.002094243 · Participants: 4Milluzzo & Company, P.C. Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Milluzzo & Company, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Milluzzo & Company, P.C. Profit Sharing Plan side-by-side with 3 peers →

Milluzzo & Company, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Peach Tree Healthcare Retirement Plan in CA ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Milluzzo & Company, P.C. Profit Sharing Plan assets move in 2023? ▼
Milluzzo & Company, P.C. Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $2M to $2M. Reported net income was $192K.
How have Milluzzo & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milluzzo & Company, P.C.'s sponsor-wide assets grew 21.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Milluzzo & Company, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Peach Tree Healthcare Retirement Plan in CA ($2M, 122 participants).
Which Profit Sharing plans cover a similar participant headcount to Milluzzo & Company, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 061289220.

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.