Other
2023 plan-year Other DOL Form 5500

Miller Holdings, Inc. Employee Stock Ownership Plan and Trust

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

Sponsored by Miller Holdings, Inc · North Dakota · Manufacturing

What the 2023 filing shows

Miller Holdings, Inc. Employee Stock Ownership Plan and Trust holds $33M for 232 participants — about $140,323 per participant, up 36.8% over the 2023 plan year.

$33M
total plan assets (2023 EOY)
232
covered participants
$140,323
avg assets per participant
+36.8%
assets growth YoY
Total Assets (2023)
$33M
Participants
232
State
Industry
Manufacturing

What the Filing Says About Miller Holdings, Inc. Employee Stock Ownership Plan and Trust

Miller Holdings, Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Miller Holdings, Inc, headquartered in North Dakota. As of the 2023 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 232 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 753098510, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2023 to $33M at year-end — a gain of 36.8%. Net assets (after liabilities) closed the year at $21M, with reported net income of $10M 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)$24M
Total Assets (End of Year)$33M
Net Assets (End of Year)$21M
Net Income$10M
Plan TypeOther
Employer EIN753098510
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miller Holdings, Inc)

Year Plans Participants Total Assets
2022 1 222 $24M
2023 1 232 $33M
2024 2 365 $55M

Nearby Other Plans in North Dakota

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

Frequently Asked Questions

How much money is in the Miller Holdings, Inc. Employee Stock Ownership Plan and Trust?
As of the 2023 Form 5500 filing, Miller Holdings, Inc. Employee Stock Ownership Plan and Trust holds $33M in total assets with 232 participants. It is sponsored by Miller Holdings, Inc.
What type of plan is Miller Holdings, Inc. Employee Stock Ownership Plan and Trust?
Miller Holdings, Inc. Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 753098510.
Who sponsors the Miller Holdings, Inc. Employee Stock Ownership Plan and Trust?
Miller Holdings, Inc. Employee Stock Ownership Plan and Trust is sponsored by Miller Holdings, Inc, located in North Dakota. The sponsor's EIN is 753098510 and the plan operates in the Manufacturing industry.
How did Miller Holdings, Inc. Employee Stock Ownership Plan and Trust perform in 2023?
Miller Holdings, Inc. Employee Stock Ownership Plan and Trust grew by 36.8% during 2023, moving from $24M to $33M in total assets. Net income was $10M.
Where can I find official filings for Miller Holdings, Inc. Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for Miller Holdings, Inc. Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 753098510 or plan name at efast.dol.gov.
How does Miller Holdings, Inc. Employee Stock Ownership Plan and Trust compare to other plans?
You can compare Miller Holdings, Inc. Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in North Dakota 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 753098510.

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.