401(k) · DOL Form 5500 · 2023
The Fort Miller Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $74M
- Total assets
- 426
- Participants
- 89th
- Percentile by assets
- $172,947
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $74M
- total plan assets (2023 EOY)
- 426
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $172,947
- avg assets per participant
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.
The Fort Miller Group Incentive Savings Plan vs the 2023 asset distribution
By assets, The Fort Miller Group Incentive Savings Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $8M |
| Employer EIN | 141459087 |
| Plan Effective Date | 1987-01-10 |
| 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 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Fort Miller Group Incentive Savings Plan by total assets, not by location.
- Santen, Inc. 401(k) and Profit Sharing Plan (CA) $74M · 359
- Sutherland Lumber Company Employee Savings Plan (MO) $74M · 1,445
- Ahf Products 401(k) Savings Plan (PA) $74M · 1,733
- The Restated Thrift/Profit Sharing Plan for Cooperatives (IA) $74M · 711
Frequently Asked Questions
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Ways to act on The Fort Miller Group Incentive Savings Plan's numbers.
- By total assets, The Fort Miller Group Incentive Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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