401(k) · DOL Form 5500 · 2023

Mills-James Inc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
230
Participants Below avg headcount
72nd
Percentile by assets National rank
$84,248
Avg per participant Below avg balance/head
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Official DOL plan name: Mills-James Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Mills-James Inc · Ohio · Information & Media

$19M in assets, 230 participants

Mills-James Inc's Mills-James Inc 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #1,754 in Information & Media (2,818 peers)

Coverage in Ohio

Mills-James Inc 401(k) Profit Sharing Plan & Trust covers 230 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#1,754
in Information & Media (2,818 peers)
+16.9%
assets growth YoY

Mills-James Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Mills-James Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$19,377,008 Top 28% higher than 72% 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

Mills-James Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mills-James Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mills-James Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mills-James Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Mills-James Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 200 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311141064 · Mills-James Inc PY 2023 · 401(k)

Mills-James Inc 401(k) Profit Sharing Plan & Trust · $19M · 230 · 72nd

  • BOY $19M
  • BOY 230
  • BOY 72nd
  • BOY 401(k)
  • BOY near R.J. Zavoral & Sons, Inc. Retirement Plan
  • BOY ind #1754

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 Information & Media retirement plans → · Plans in Ohio →

Mills-James Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mills-James Inc 401(k) Profit Sharing Plan & TrustMills-James Inc 401(k) Profi…$19MR.J. Zavoral & Sons, Inc. Retirement PlanR.J. Zavoral & Sons, Inc. Re…$19MThe Arthur Companies, Inc. 401(k) Profit Sharing PlanThe Arthur Companies, Inc. 4…$19MHogan Mfg., Inc. Retirement PlanHogan Mfg., Inc. Retirement …$19MEx2 Solutions, Inc. 401(k) PlanEx2 Solutions, Inc. 401(k) P…$19M
End-of-year total assets ($M) among Mills-James Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN311141064
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mills-James Inc)

Sponsor-wide plan assets over time

All Mills-James Inc plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.81261713691147% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $20.7M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 200 $17M
2023 1 230 $19M
2024 1 239 $21M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mills-James Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Mills-James Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.019377008 · Participants: 230Mills-James Inc 401(k) Profit Sharing Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Mills-James Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Mills-James Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mills-James Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is R.J. Zavoral & Sons, Inc. Retirement Plan in MN ($19M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Mills-James Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Mills-James Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 16.9% during 2023, from $17M to $19M. Reported net income was $3M.
How have Mills-James Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mills-James Inc's sponsor-wide assets grew 24.8%, from $17M to $21M.
Which 401(k) plans are similar in size to Mills-James Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is R.J. Zavoral & Sons, Inc. Retirement Plan in MN ($19M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Mills-James Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 311141064.

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.