401(k) · DOL Form 5500 · 2023

Mills Wealth Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$914K
Total assets Small plan by assets
6
Participants Small participant base
23rd
Percentile by assets National rank
$152,402
Avg per participant Above avg balance/head
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Official DOL plan name: Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust · Sponsored by Mills Wealth Advisors, LLC · Texas · Finance & Insurance

$914K in assets, 6 participants

Mills Wealth Advisors, LLC's Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust reported $914K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,286 in Finance & Insurance (8,869 peers)

Mills Wealth Advisors, LLC multi-year trail

Mills Wealth Advisors, LLC's plans moved +97.8% in assets from 2022 to 2024; this filing shows Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust at $914K / 6 participants.

#1,286
in Finance & Insurance (8,869 peers)
+54.8%
assets growth YoY

Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust among the smaller filed plans by assets

Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust vs every filed plan by assets

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

$914,410 23rd percentile higher than 23% 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

Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust reported net income rose from $18K in the plan year 2022 filing to $324K in the plan year 2023 filing.
  • Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust end-of-year assets rose from $591K in the plan year 2022 filing to $914K in the plan year 2023 filing.
  • Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030530108 · Mills Wealth Advisors, LLC PY 2023 · 401(k)

Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust · $914K · 6 · 23rd

  • PART $914K
  • TYPE 6
  • NET 23rd
  • BOOK 401(k)
  • VS-ST near Shoprite of Carteret Inc 401(k) Plan
  • BOY ind #1286

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 Finance & Insurance retirement plans → · Plans in Texas →

Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust in the asset neighbourhood

Mills Wealth Advisors, LLC 401(k) Savings Plan and TrustMills Wealth Advisors, LLC 4…$914KShoprite of Carteret Inc 401(k) PlanShoprite of Carteret Inc 401…$914KYue Wang Md, LLC 401(k) Plan$914KRobert R. Marchione, Cpa, PC 401(k) Profit Sharing PlanRobert R. Marchione, Cpa, PC…$914KTranswell Transportation Services, Inc. 401(k) PlanTranswell Transportation Ser…$914K
End-of-year total assets ($M) among Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mills Wealth Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mills Wealth Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 97.75010921799912% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.59M $1.17M ▲ +98.3%
Year Plans Participants Total Assets
2022 1 5 $591K
2023 1 6 $914K
2024 1 6 $1M

Mills Wealth Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$591K
Net Assets (End of Year)$914K
Net Income$324K
Employer EIN030530108
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust, Total assets ($B): 0.00091441 · Participants: 6Mills Wealth Advisors, LLC 401(k) Savings Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust side-by-side with 3 peers →

Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Shoprite of Carteret Inc 401(k) Plan in NJ ($914K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust assets move in 2023? ▼
Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust surged - up 54.8% during 2023, from $591K to $914K. Reported net income was $324K.
How have Mills Wealth Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mills Wealth Advisors, LLC's sponsor-wide assets grew 97.8%, from $591K to $1M.
Where does Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust ranks in the 23rd 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 401(k) plans are similar in size to Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Shoprite of Carteret Inc 401(k) Plan in NJ ($914K, 19 participants).
Which 401(k) plans cover a similar participant headcount to Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 030530108.

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.