ESOP · DOL Form 5500 · 2023
The Fort Miller Group, Inc. ESOP
Data updated 2026-08-11
- $61M
- Total assets
- 370
- Participants
- 87th
- Percentile by assets
- $164,751
- Avg per participant
Official DOL plan name: The Fort Miller Group, Inc. Employee Stock Ownership Plan · Sponsored by The Fort Miller Group, Inc. · New York · Management of Enterprises
$61M in assets, 370 participants
The Fort Miller Group, Inc.'s The Fort Miller Group, Inc. Employee Stock Ownership Plan reported $61M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 127,072 plans)
- #799 in Management of Enterprises (1,137 peers)
Coverage in New York
The Fort Miller Group, Inc. Employee Stock Ownership Plan covers 370 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $61M.
- $61M
- total plan assets (2023 EOY)
- 370
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $164,751
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Fort Miller Group, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- The Fort Miller Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $50M in the plan year 2022 filing to $61M in the plan year 2023 filing.
- The Fort Miller Group, Inc. Employee Stock Ownership Plan reported participants fell from 377 in the plan year 2022 filing to 370 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Fort Miller Group, Inc. Employee Stock Ownership Plan reports 370 participants - about 46% of that state average ($61M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $9M |
| Employer EIN | 141459087 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fort Miller Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 798 | $115M |
| 2023 | 2 | 796 | $135M |
| 2024 | 2 | 833 | $173M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Fort Miller Group, 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Fort Miller Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on The Fort Miller Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, The Fort Miller Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- The Fort Miller Group, Inc.'s sponsor-wide assets have grown 49.6% since 2022 across 3 plan years on file. More Management of Enterprises plans