Defined Benefit (Pension) · DOL Form 5500 · 2023

Miles & Schmitt, Md, PC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
28th
Percentile by assets National rank
$122,162
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Miles & Schmitt, Md, PC Cash Balance Plan · Sponsored by Miles & Schmitt, Md, PC · Alabama · Healthcare & Social Assistance

$2M in assets, 13 participants

Miles & Schmitt, Md, PC's Miles & Schmitt, Md, PC Cash Balance Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,481 in Healthcare & Social Assistance (17,684 peers)

Miles & Schmitt, Md, PC multi-year trail

Miles & Schmitt, Md, PC's plans moved -27.3% in assets from 2022 to 2024; this filing shows Miles & Schmitt, Md, PC Cash Balance Plan at $2M / 13 participants.

#4,481
in Healthcare & Social Assistance (17,684 peers)
+2.7%
assets growth YoY

Miles & Schmitt, Md, PC Cash Balance Plan among the smaller filed plans by assets

Miles & Schmitt, Md, PC Cash Balance Plan vs every filed plan by assets

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

$1,588,102 28th percentile higher than 28% 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

Miles & Schmitt, Md, PC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miles & Schmitt, Md, PC Cash Balance Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miles & Schmitt, Md, PC Cash Balance Plan reported net income fell from $209K in the plan year 2022 filing to $42K in the plan year 2023 filing.
  • Miles & Schmitt, Md, PC Cash Balance Plan reported participants fell from 14 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Miles & Schmitt, Md, PC Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630620636 · Miles & Schmitt, Md, PC PY 2023 · Defined Benefit (Pension)

Miles & Schmitt, Md, PC Cash Balance Plan · $2M · 13 · 28th

  • ASSETS $2M
  • PCT 13
  • EIN 28th
  • RANK Defined Benefit (Pension)
  • PHOTO near Jalaram Sales, Inc. Cash Balance Plan
  • IND ind #4481

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Miles & Schmitt, Md, PC Cash Balance Plan in the asset neighbourhood

Miles & Schmitt, Md, PC Cash Balance PlanMiles & Schmitt, Md, PC Cash…$2MJalaram Sales, Inc. Cash Balance PlanJalaram Sales, Inc. Cash Bal…$2MFree Greasy Lee LLC Defined Benefit PlanFree Greasy Lee LLC Defined …$2MEpoch Productions Inc Defined Benefit Pension PlanEpoch Productions Inc Define…$2MThe Pieper Bar Review Retirement Income PlanThe Pieper Bar Review Retire…$2M
End-of-year total assets ($M) among Miles & Schmitt, Md, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Miles & Schmitt, Md, PC multi-year asset trail

Sponsor-wide plan assets over time

All Miles & Schmitt, Md, PC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.26478020470193% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $5.78M $4.2M ▼ -27.3%
Year Plans Participants Total Assets
2022 2 29 $6M
2023 2 30 $6M
2024 2 27 $4M

Miles & Schmitt, Md, PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$42K
Employer EIN630620636
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Miles & Schmitt, Md, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Miles & Schmitt, Md, PC Cash Balance Plan, Total assets ($B): 0.001588102 · Participants: 13Miles & Schmitt, Md, PC Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Miles & Schmitt, Md, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Miles & Schmitt, Md, PC Cash Balance Plan side-by-side with 3 peers →

Miles & Schmitt, Md, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Jalaram Sales, Inc. Cash Balance Plan in GA ($2M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Miles & Schmitt, Md, PC Cash Balance Plan assets move in 2023? ▼
Miles & Schmitt, Md, PC Cash Balance Plan edged up modestly - up 2.7% during 2023, from $2M to $2M. Reported net income was $42K.
How have Miles & Schmitt, Md, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miles & Schmitt, Md, PC's sponsor-wide assets declined 27.3%, from $6M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Miles & Schmitt, Md, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jalaram Sales, Inc. Cash Balance Plan in GA ($2M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Miles & Schmitt, Md, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 630620636.

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.