401(k) · DOL Form 5500 · 2023

Paul Miller, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
667
Participants Below avg headcount
82nd
Percentile by assets National rank
$53,995
Avg per participant Low balance/head
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Official DOL plan name: Paul Miller & Its Affiliates 401(k) Plan · Sponsored by Paul Miller, Inc. · New Jersey · Retail Trade

$36M in assets, 667 participants

Paul Miller, Inc.'s Paul Miller & Its Affiliates 401(k) Plan reported $36M in total assets and 667 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,534 in Retail Trade (8,414 peers)

Where Paul Miller & Its Affiliates 401(k) Plan sits by assets

Paul Miller & Its Affiliates 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 667 participants (~$53,995/participant), up 24.6% in 2023.

#7,534
in Retail Trade (8,414 peers)
+24.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Paul Miller & Its Affiliates 401(k) Plan's outsized position by total assets

Paul Miller & Its Affiliates 401(k) Plan vs every filed plan by assets

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

$36,014,788 Top 18% higher than 82% 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

Paul Miller & Its Affiliates 401(k) 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. Paul Miller & Its Affiliates 401(k) Plan sits mid-pack in the medium band (667 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paul Miller & Its Affiliates 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Paul Miller & Its Affiliates 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Paul Miller & Its Affiliates 401(k) Plan reported participants rose from 657 in the plan year 2022 filing to 667 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222106441 · Paul Miller, Inc. PY 2023 · 401(k)

Paul Miller & Its Affiliates 401(k) Plan · $36M · 667 · 82nd

  • IND $36M
  • EOY 667
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Kcg, Inc. 401(k) Plan
  • EIN ind #7534

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 Retail Trade retirement plans → · Plans in New Jersey →

Paul Miller & Its Affiliates 401(k) Plan in the asset neighbourhood

Kcg, Inc. 401(k) Plan$36MBoot Barn 401(k) Plan$36MPaul Miller & Its Affiliates 401(k) PlanPaul Miller & Its Affiliates…$36MPiedmont Triad Anesthesia Retirement PlanPiedmont Triad Anesthesia Re…$36MSonoma Marin 401(k) Plan$36M
End-of-year total assets ($M) among Paul Miller & Its Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN222106441
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul Miller, Inc.)

Sponsor-wide plan assets over time

All Paul Miller, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 53.91770871392375% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $28.9M $44.5M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 657 $29M
2023 1 667 $36M
2024 1 667 $44M

Nearby 401(k) Plans in New Jersey

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

Paul Miller & Its Affiliates 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Paul Miller & Its Affiliates 401(k) Plan, Total assets ($B): 0.036014788 · Participants: 667Paul Miller & Its Affiliates 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Paul Miller & Its Affiliates 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Paul Miller & Its Affiliates 401(k) Plan side-by-side with 3 peers →

Paul Miller & Its Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kcg, Inc. 401(k) Plan in KS ($36M); by covered participants it is Stark Truss Company, Inc. Employee 401(k) Plan in OH (667 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (667 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 Paul Miller & Its Affiliates 401(k) Plan assets move in 2023? ▼
Paul Miller & Its Affiliates 401(k) Plan grew sharply - up 24.6% during 2023, from $29M to $36M. Reported net income was $7M.
How have Paul Miller, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul Miller, Inc.'s sponsor-wide assets grew 53.9%, from $29M to $44M.
Where does Paul Miller & Its Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Paul Miller & Its Affiliates 401(k) Plan ranks in the 82nd 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 Paul Miller & Its Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kcg, Inc. 401(k) Plan in KS ($36M, 786 participants).
Which 401(k) plans cover a similar participant headcount to Paul Miller & Its Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stark Truss Company, Inc. Employee 401(k) Plan in OH (667 participants, $33M 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 222106441.

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.