401(k) · DOL Form 5500 · 2023
S&a Miller Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $532K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $265,960
- Avg per participant High balance/head
Official DOL plan name: S&a Miller Group Retirement Plan · Sponsored by S&a Miller Group, Inc. · Ohio · Finance & Insurance
$532K in assets, 2 participants
S&a Miller Group, Inc.'s S&a Miller Group Retirement Plan reported $532K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #1,003 in Finance & Insurance (8,869 peers)
S&a Miller Group, Inc. multi-year trail
S&a Miller Group, Inc.'s plans moved +467.2% in assets from 2022 to 2024; this filing shows S&a Miller Group Retirement Plan at $532K / 2 participants.
- #1,003
- in Finance & Insurance (8,869 peers)
- +151.6%
- assets growth YoY
S&a Miller Group Retirement Plan among the smaller filed plans by assets
S&a Miller Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$531,919 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
S&a Miller Group Retirement 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. S&a Miller Group Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- S&a Miller Group Retirement Plan reported net income rose from $27K in the plan year 2022 filing to $321K in the plan year 2023 filing.
- S&a Miller Group Retirement Plan end-of-year assets rose from $211K in the plan year 2022 filing to $532K in the plan year 2023 filing.
- S&a Miller Group Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 844512412 · S&a Miller Group, Inc. PY 2023 · 401(k)
S&a Miller Group Retirement Plan · $532K · 2 · 18th
- BOY $532K
- BOY 2
- BOY 18th
- BOY 401(k)
- BOY near Francis Krahe & Associates, Inc. Retirement Plan
- BOY ind #1003
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 Finance & Insurance retirement plans → · Plans in Ohio →
S&a Miller Group Retirement Plan in the asset neighbourhood
S&a Miller Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All S&a Miller Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 467.1879952503276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $211K |
| 2023 | 1 | 2 | $532K |
| 2024 | 1 | 4 | $1M |
S&a Miller Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $211K |
|---|---|
| Net Assets (End of Year) | $532K |
| Net Income | $321K |
| Employer EIN | 844512412 |
| Plan Effective Date | 2020-01-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
S&a Miller Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Francis Krahe & Associates, Inc. Retirement Plan in CA ($532K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($532K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.