ESOP · DOL Form 5500 · 2023

Miller/Howard Investments, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
31
Participants Small participant base
60th
Percentile by assets National rank
$344,294
Avg per participant High balance/head
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Official DOL plan name: Miller/Howard Investments, Inc. Employee Stock Ownership Plan · Sponsored by Miller/Howard Investments, Inc. · New York · Finance & Insurance

$11M in assets, 31 participants

Miller/Howard Investments, Inc.'s Miller/Howard Investments, Inc. Employee Stock Ownership Plan reported $11M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,973 in Finance & Insurance (8,869 peers)

Miller/Howard Investments, Inc. multi-year trail

Miller/Howard Investments, Inc.'s plans moved -22.8% in assets from 2022 to 2024; this filing shows Miller/Howard Investments, Inc. Employee Stock Ownership Plan at $11M / 31 participants.

#3,973
in Finance & Insurance (8,869 peers)
+4.2%
assets growth YoY

Miller/Howard Investments, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Miller/Howard Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,673,126 Top 40% higher than 60% 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

Miller/Howard Investments, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miller/Howard Investments, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miller/Howard Investments, Inc. Employee Stock Ownership Plan reported net income rose from $775K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Miller/Howard Investments, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Miller/Howard Investments, Inc. Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141710657 · Miller/Howard Investments, Inc. PY 2023 · ESOP

Miller/Howard Investments, Inc. Employee Stock Ownership Plan · $11M · 31 · 60th

  • RANK $11M
  • PHOTO 31
  • IND 60th
  • EOY ESOP
  • 5500 near Mcconnell & Associates Employee Stock Ownership Plan
  • ASSETS ind #3973

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 New York →

Miller/Howard Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ovs Holdings, Inc. Employee Stock Ownership PlanOvs Holdings, Inc. Employee …$11MMcconnell & Associates Employee Stock Ownership PlanMcconnell & Associates Emplo…$11MMiller/Howard Investments, Inc. Employee Stock Ownership PlanMiller/Howard Investments, I…$11MTraditions Bancshares, Inc. Employee Stock Ownership PlanTraditions Bancshares, Inc. …$11MNewwave Technologies, Inc. Employee Stock Ownership PlanNewwave Technologies, Inc. E…$11M
End-of-year total assets ($M) among Miller/Howard Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Miller/Howard Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Miller/Howard Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.774726859551766% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $10.2M $7.91M ▼ -22.8%
Year Plans Participants Total Assets
2022 1 32 $10M
2023 1 31 $11M
2024 1 31 $8M

Miller/Howard Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN141710657
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Miller/Howard Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Miller/Howard Investments, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.673126 · Participants: 31Miller/Howard Investments, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Miller/Howard Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Miller/Howard Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Miller/Howard Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Mcconnell & Associates Employee Stock Ownership Plan in MO ($11M); by covered participants it is Combat Brands Employee Stock Ownership Plan in KS (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Miller/Howard Investments, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Miller/Howard Investments, Inc. Employee Stock Ownership Plan edged up modestly - up 4.2% during 2023, from $10M to $11M. Reported net income was $1M.
How have Miller/Howard Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miller/Howard Investments, Inc.'s sponsor-wide assets declined 22.8%, from $10M to $8M.
Which ESOP plans are similar in size to Miller/Howard Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcconnell & Associates Employee Stock Ownership Plan in MO ($11M, 152 participants).
Which ESOP plans cover a similar participant headcount to Miller/Howard Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Combat Brands Employee Stock Ownership Plan in KS (31 participants, $3M 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 141710657.

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.