401(k) · DOL Form 5500 · 2023

The Fort Miller Group, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
426
Participants Below avg headcount
89th
Percentile by assets National rank
$172,947
Avg per participant Above avg balance/head
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Official DOL plan name: The Fort Miller Group Incentive Savings Plan · Sponsored by The Fort Miller Group, Inc. · New York · Management of Enterprises

$74M in assets, 426 participants

The Fort Miller Group, Inc.'s The Fort Miller Group Incentive Savings Plan reported $74M in total assets and 426 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #827 in Management of Enterprises (1,137 peers)

Where The Fort Miller Group Incentive Savings Plan sits by assets

The Fort Miller Group Incentive Savings Plan sits in the top quartile of all filed plans by assets, $74M for 426 participants (~$172,947/participant), up 12.0% in 2023.

#827
in Management of Enterprises (1,137 peers)
+12.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Fort Miller Group Incentive Savings Plan's outsized position by total assets

The Fort Miller Group Incentive Savings Plan vs every filed plan by assets

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

$73,675,521 Top 11% higher than 89% 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 Incentive Savings 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 Incentive Savings Plan sits mid-pack in the medium band (426 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fort Miller Group Incentive Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Fort Miller Group Incentive Savings Plan end-of-year assets rose from $66M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • The Fort Miller Group Incentive Savings Plan reported participants rose from 421 in the plan year 2022 filing to 426 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 · 401(k)

The Fort Miller Group Incentive Savings Plan · $74M · 426 · 89th

  • EIN $74M
  • EIN 426
  • EIN 89th
  • EIN 401(k)
  • EIN near Santen, Inc. 401(k) and Profit Sharing Plan
  • EIN ind #827

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 Management of Enterprises retirement plans → · Plans in New York →

The Fort Miller Group Incentive Savings Plan in the asset neighbourhood

The Fort Miller Group Incentive Savings PlanThe Fort Miller Group Incent…$74MSanten, Inc. 401(k) and Profit Sharing PlanSanten, Inc. 401(k) and Prof…$74MSutherland Lumber Company Employee Savings PlanSutherland Lumber Company Em…$74MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$74MAhf Products 401(k) Savings PlanAhf Products 401(k) Savings …$74M
End-of-year total assets ($M) among The Fort Miller Group Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$74M
Net Income$8M
Employer EIN141459087
Plan Effective Date1987-01-10
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 401(k) Plans in New York

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

The Fort Miller Group Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Fort Miller Group Incentive Savings Plan, Total assets ($B): 0.073675521 · Participants: 426The Fort Miller Group Incentive Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Fort Miller Group Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Fort Miller Group Incentive Savings Plan side-by-side with 3 peers →

The Fort Miller Group Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Santen, Inc. 401(k) and Profit Sharing Plan in CA ($74M); by covered participants it is Paramont Mfg LLC Retirement Plan in VA (426 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (426 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 Incentive Savings Plan assets move in 2023? ▼
The Fort Miller Group Incentive Savings Plan grew at a solid clip - up 12.0% during 2023, from $66M to $74M. Reported net income was $8M.
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 Incentive Savings Plan rank by assets among Form 5500 filers? ▼
The Fort Miller Group Incentive Savings Plan ranks in the 89th 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 401(k) plans are similar in size to The Fort Miller Group Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Santen, Inc. 401(k) and Profit Sharing Plan in CA ($74M, 359 participants).
Which 401(k) plans cover a similar participant headcount to The Fort Miller Group Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramont Mfg LLC Retirement Plan in VA (426 participants, $9M 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.