ESOP · DOL Form 5500 · 2022

J.Roger Miller & Assoc., Inc. ESOP

Data updated 2026-08-25

$275K
Total assets Small plan by assets
9
Participants Small participant base
13th
Percentile by assets National rank
$30,535
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Miller Engineers & Scientist Empl Stock Ownership Plan · Sponsored by J.Roger Miller & Assoc., Inc. · Wisconsin · Professional & Technical Services

$275K in assets, 9 participants

J.Roger Miller & Assoc., Inc.'s Miller Engineers & Scientist Empl Stock Ownership Plan reported $275K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,258 in Professional & Technical Services (21,562 peers)

J.Roger Miller & Assoc., Inc. multi-year trail

J.Roger Miller & Assoc., Inc.'s plans moved +87.4% in assets from 2022 to 2024; this filing shows Miller Engineers & Scientist Empl Stock Ownership Plan at $275K / 9 participants.

#2,258
in Professional & Technical Services (21,562 peers)
+28.4%
assets growth YoY

Miller Engineers & Scientist Empl Stock Ownership Plan among the smaller filed plans by assets

Miller Engineers & Scientist Empl Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$274,813 13th percentile higher than 13% of 139,123 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 2022

Miller Engineers & Scientist Empl Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miller Engineers & Scientist Empl Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 390986804 · J.Roger Miller & Assoc., Inc. PY 2022 · ESOP

Miller Engineers & Scientist Empl Stock Ownership Plan · $275K · 9 · 13th

  • PART $275K
  • TYPE 9
  • NET 13th
  • BOOK ESOP
  • VS-ST near Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan
  • BOY ind #2258

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 What is an ESOP? → · Plans in Wisconsin →

Miller Engineers & Scientist Empl Stock Ownership Plan in the asset neighbourhood

Embedur Employee Stock Ownership PlanEmbedur Employee Stock Owner…$277KMiller Engineers & Scientist Empl Stock Ownership PlanMiller Engineers & Scientist…$275KWeber, Hayes & Associates, Inc. Employee Stock Ownership PlanWeber, Hayes & Associates, I…$274KDivision II Construction Company,Inc. Employee Stock Ownership PlanDivision II Construction Com…$274KYoungblood Lumber Company Employee Stock Ownership PlanYoungblood Lumber Company Em…$273K
End-of-year total assets ($M) among Miller Engineers & Scientist Empl Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

J.Roger Miller & Assoc., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.Roger Miller & Assoc., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$515K 87.4492836947306% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.27M $0.52M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 9 $275K
2023 1 9 $414K
2024 1 9 $515K

J.Roger Miller & Assoc., Inc. filing trail (2022)

Total Assets (Beginning of Year)$214K
Net Assets (End of Year)$275K
Net Income$61K
Employer EIN390986804
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Miller Engineers & Scientist Empl Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Miller Engineers & Scientist Empl Stock Ownership Plan, Total assets ($B): 0.000274813 · Participants: 9Miller Engineers & Scientist Empl Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Miller Engineers & Scientist Empl Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Miller Engineers & Scientist Empl Stock Ownership Plan side-by-side with 3 peers →

Miller Engineers & Scientist Empl Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan in CA ($274K); by covered participants it is Stowe Insurance Agency, Inc. Employee Stock Ownership Plan in VT (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Miller Engineers & Scientist Empl Stock Ownership Plan assets move in 2022? ▼
Miller Engineers & Scientist Empl Stock Ownership Plan grew sharply - up 28.4% during 2022, from $214K to $275K. Reported net income was $61K.
How have J.Roger Miller & Assoc., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.Roger Miller & Assoc., Inc.'s sponsor-wide assets grew 87.4%, from $275K to $515K.
Where does Miller Engineers & Scientist Empl Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Miller Engineers & Scientist Empl Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Miller Engineers & Scientist Empl Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan in CA ($274K, 10 participants).
Which ESOP plans cover a similar participant headcount to Miller Engineers & Scientist Empl Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stowe Insurance Agency, Inc. Employee Stock Ownership Plan in VT (9 participants, N/A in assets).

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 390986804.

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.