401(k)
2022 plan-year 401(k) DOL Form 5500

Miles & Stockbridge Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Miles & Stockbridge P.C. · Maryland · Professional & Technical Services

What the 2023 filing shows

Miles & Stockbridge Retirement Plan holds $143M for 360 participants — about $396,338 per participant, down 27.1% over the 2022 plan year.

$143M
total plan assets (2022 EOY)
360
covered participants
$396,338
avg assets per participant
-27.1%
assets change YoY

The plan reported a net loss of $53M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$143M
Participants
360
State
Industry
Professional & Technical Services

What the Filing Says About Miles & Stockbridge Retirement Plan

Miles & Stockbridge Retirement Plan is a 401(k) retirement plan sponsored by Miles & Stockbridge P.C., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $143M in total end-of-year assets and covers 360 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 521852131, and the plan has been effective since 1969-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $196M at the beginning of 2022 to $143M at year-end — a decline of 27.1%. Net assets (after liabilities) closed the year at $143M, with reported net income of $-53,138,177 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$196M
Total Assets (End of Year)$143M
Net Assets (End of Year)$143M
Net Income$-53,138,177
Plan Type401(k)
Employer EIN521852131
Plan Effective Date1969-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miles & Stockbridge P.C.)

Year Plans Participants Total Assets
2022 1 360 $143M
2023 1 332 $171M
2024 1 378 $195M

Nearby 401(k) Plans in Maryland

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Miles & Stockbridge Retirement Plan?
As of the 2022 Form 5500 filing, Miles & Stockbridge Retirement Plan holds $143M in total assets with 360 participants. It is sponsored by Miles & Stockbridge P.C..
What type of plan is Miles & Stockbridge Retirement Plan?
Miles & Stockbridge Retirement Plan is a 401(k) plan. It has been effective since 1969-04-01. The plan is filed with the U.S. Department of Labor under EIN 521852131.
Who sponsors the Miles & Stockbridge Retirement Plan?
Miles & Stockbridge Retirement Plan is sponsored by Miles & Stockbridge P.C., located in Maryland. The sponsor's EIN is 521852131 and the plan operates in the Professional & Technical Services industry.
How did Miles & Stockbridge Retirement Plan perform in 2022?
Miles & Stockbridge Retirement Plan declined by 27.1% during 2022, moving from $196M to $143M in total assets. Net income was $-53,138,177.
Where can I find official filings for Miles & Stockbridge Retirement Plan?
Official Form 5500 filings for Miles & Stockbridge Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521852131 or plan name at efast.dol.gov.
How does Miles & Stockbridge Retirement Plan compare to other plans?
You can compare Miles & Stockbridge Retirement Plan against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 521852131.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.