ESOP · DOL Form 5500 · 2023

The Fort Miller Group, Inc. ESOP

Data updated 2026-08-25

$61M
Total assets Below avg plan size
370
Participants Below avg headcount
87th
Percentile by assets National rank
$164,751
Avg per participant Above avg balance/head
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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.

  • #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.

#799
in Management of Enterprises (1,137 peers)
+22.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Fort Miller Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Fort Miller Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$60,957,845 Top 13% higher than 87% 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

The Fort Miller Group, Inc. Employee Stock Ownership Plan 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. The Fort Miller Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (370 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141459087 · The Fort Miller Group, Inc. PY 2023 · ESOP

The Fort Miller Group, Inc. Employee Stock Ownership Plan · $61M · 370 · 87th

  • IND $61M
  • IND 370
  • IND 87th
  • IND ESOP
  • IND near Recore Employee Stock Ownership Plan
  • IND ind #799

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 What is an ESOP? → · Plans in New York →

The Fort Miller Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and TrustGuthrie & Huebner Company, I…$61MJ. Lee Milligan, Inc. Employee Stock Ownership PlanJ. Lee Milligan, Inc. Employ…$61MRecore Employee Stock Ownership PlanRecore Employee Stock Owners…$61MThe Fort Miller Group, Inc. Employee Stock Ownership PlanThe Fort Miller Group, Inc. …$61MVenture Construction Company Employee Stock Ownership PlanVenture Construction Company…$61M
End-of-year total assets ($M) among The Fort Miller Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$33M
Net Income$9M
Employer EIN141459087
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fort Miller Group, Inc.)

Sponsor-wide plan assets over time

All The Fort Miller Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$173M 49.63957250228028% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $173M ▲ +49.6%
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 Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants The Fort Miller Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 60.957845 · Participants: 370The Fort Miller Group, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
The Fort Miller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare The Fort Miller Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Fort Miller Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Recore Employee Stock Ownership Plan in NC ($61M); by covered participants it is Ryan Lawn & Tree, Inc. Employee Stock Ownership Plan in KS (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 The Fort Miller Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Fort Miller Group, Inc. Employee Stock Ownership Plan grew sharply - up 22.7% during 2023, from $50M to $61M. Reported net income was $9M.
How have The Fort Miller Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fort Miller Group, Inc.'s sponsor-wide assets grew 49.6%, from $115M to $173M.
Where does The Fort Miller Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Fort Miller Group, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Fort Miller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Recore Employee Stock Ownership Plan in NC ($61M, 121 participants).
Which ESOP plans cover a similar participant headcount to The Fort Miller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ryan Lawn & Tree, Inc. Employee Stock Ownership Plan in KS (370 participants, $60M 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 141459087.

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.