ESOP · DOL Form 5500 · 2023

Miller/Howard Investments, Inc. ESOP

Data updated 2026-08-11

$11M
Total assets: 31
Participants: 60th
Percentile by assets: $344,294
Avg per participant

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.

60th percentile by assets (of 127,072 plans)
#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.

$11M
total plan assets (2023 EOY): 31
covered participants: 60th
percentile by assets (of 127,072 plans): $344,294
avg assets per participant

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 →

State

New York

Industry

Finance & Insurance

Miller/Howard Investments, Inc. across 3 plan years on file

Across the 3 plan years Miller/Howard Investments, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $8M, a decline of 22.8%, while reported participants moved from 32 to 31 (-3.1%). Peak year by sponsor assets: 2023 ($11M); trough: 2024 ($8M).

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

Total plan assets by year, all Miller/Howard Investments, Inc. plans on file

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 EIN	141710657
Plan Effective Date	2017-01-01
Filing Status	FILING 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

Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93

Compare Miller/Howard Investments, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Miller/Howard Investments, Inc. Employee Stock Ownership Plan by total assets, not by location.

Mcconnell & Associates Employee Stock Ownership Plan (MO) $11M · 152
Ovs Holdings, Inc. Employee Stock Ownership Plan (OH) $11M · 23
Traditions Bancshares, Inc. Employee Stock Ownership Plan (AL) $11M · 75
Newwave Technologies, Inc. Employee Stock Ownership Plan (MD) $11M · 40

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).

Next read for Miller/Howard Investments, Inc. Employee…

Multi-year trail

Ways to act on Miller/Howard Investments, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Miller/Howard Investments, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
Miller/Howard Investments, Inc.'s sponsor-wide assets have declined 22.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.