Money Purchase · DOL Form 5500 · 2023

Miller Wagner & Company PLLC Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
24th
Percentile by assets National rank
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Official DOL plan name: Miller Wagner & Company PLLC Money Purchase Pension Plan · Sponsored by Miller Wagner & Company PLLC · Arizona · Professional & Technical Services

$1M in assets, N/A participants

Miller Wagner & Company PLLC's Miller Wagner & Company PLLC Money Purchase Pension Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,854 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Miller Wagner & Company PLLC Money Purchase Pension Plan holds $1M for N/A participants, among the smaller plans by assets on file.

#3,854
in Professional & Technical Services (20,321 peers)
-1.8%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Miller Wagner & Company PLLC Money Purchase Pension Plan among the smaller filed plans by assets

Miller Wagner & Company PLLC Money Purchase Pension Plan vs every filed plan by assets

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

$1,018,941 24th percentile higher than 24% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miller Wagner & Company PLLC Money Purchase Pension Plan reported net income rose from -$22K in the plan year 2022 filing to -$18K in the plan year 2023 filing.
  • Miller Wagner & Company PLLC Money Purchase Pension Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860944211 · Miller Wagner & Company PLLC PY 2023 · Money Purchase

Miller Wagner & Company PLLC Money Purchase Pension Plan · $1M · N/A · 24th

  • ASSETS $1M
  • ASSETS N/A
  • ASSETS 24th
  • ASSETS Money Purchase
  • ASSETS near J. Fred Hambright, Inc. Pension Plan
  • ASSETS ind #3854

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Miller Wagner & Company PLLC Money Purchase Pension Plan in the asset neighbourhood

Communities of Abilene Federal Credit Union Mp PlanCommunities of Abilene Feder…$1MMichael D Sabo 401(k) Plan$1MMiller Wagner & Company PLLC Money Purchase Pension PlanMiller Wagner & Company PLLC…$1MJ. Fred Hambright, Inc. Pension PlanJ. Fred Hambright, Inc. Pens…$1MRetirement Plan of R.K. Mellon Family FoundationRetirement Plan of R.K. Mell…$1M
End-of-year total assets ($M) among Miller Wagner & Company PLLC Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$18K
Employer EIN860944211
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miller Wagner & Company PLLC)

Sponsor-wide plan assets over time

All Miller Wagner & Company PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.644083612568877% vs 2022
2024 filing year
$1.01M$1.02M$1.03M$1.04M$1.05M$1.06M 202220232024 $1.04M $1.05M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 N/A $1M

Nearby Money Purchase Plans in Arizona

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Miller Wagner & Company PLLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50050100150 Total assets ($M) Participants Miller Wagner & Company PLLC Money Purchase Pension Plan, Total assets ($M): 1.018941 · Participants: 0Miller Wagner & Company PLLC Money Purchase Pension PlanIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 119.725104 · Participants: 3942IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity, Total assets ($M): 38.400558 · Participants: 1484IBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityThe Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 16.080018 · Participants: 56The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 14.606621 · Participants: 543Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanBenjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 8.705025 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and Trust
Miller Wagner & Company PLLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare Miller Wagner & Company PLLC Money Purchase Pension Plan side-by-side with 3 peers →

Miller Wagner & Company PLLC Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets

Outside Arizona, the nearest Money Purchase by end-of-year assets is J. Fred Hambright, Inc. Pension Plan in KS at $1M (this filing: $1M).

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 Miller Wagner & Company PLLC Money Purchase Pension Plan assets move in 2023? ▼
Miller Wagner & Company PLLC Money Purchase Pension Plan edged down modestly - down 1.8% during 2023, from $1M to $1M. Reported net income was -$18K.
How have Miller Wagner & Company PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miller Wagner & Company PLLC's sponsor-wide assets grew 1.6%, from $1M to $1M.
Where does Miller Wagner & Company PLLC Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Miller Wagner & Company PLLC Money Purchase Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Miller Wagner & Company PLLC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is J. Fred Hambright, Inc. Pension Plan in KS ($1M, 4 participants).

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 860944211.

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.