401(k) · DOL Form 5500 · 2023
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 95
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $270,611
- Avg per participant High balance/head
Official DOL plan name: Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp · Sponsored by Milberg Coleman Bryson Phillips Grossman PLLC · Tennessee · Professional & Technical Services
$26M in assets, 95 participants
Milberg Coleman Bryson Phillips Grossman PLLC's Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp reported $26M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #15,697 in Professional & Technical Services (20,321 peers)
Where Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp sits by assets
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp sits in the top quartile of all filed plans by assets, $26M for 95 participants (~$270,611/participant), up 12.2% in 2023.
- #15,697
- in Professional & Technical Services (20,321 peers)
- +12.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp's outsized position by total assets
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,708,066 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp reported participants rose from 79 in the plan year 2022 filing to 95 in the plan year 2023 filing.
- Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 861215093 · Milberg Coleman Bryson Phillips Grossman PLLC PY 2023 · 401(k)
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp · $26M · 95 · 77th
- 5500 $26M
- ASSETS 95
- PCT 77th
- EIN 401(k)
- RANK near Mobex Global 401(k) Plan
- PHOTO ind #15697
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 Tennessee →
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 861215093 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milberg Coleman Bryson Phillips Grossman PLLC)
Sponsor-wide plan assets over time
All Milberg Coleman Bryson Phillips Grossman PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 25.933811482940268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $23M |
| 2023 | 1 | 95 | $26M |
| 2024 | 1 | 135 | $29M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Mobex Global 401(k) Plan in MI ($26M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Mobex Global 401(k) Plan (MI) $26M · 969
- Kamco Supply Corp of New England Retirement Plan (CT) $26M · 229
- July Pooled Employer Plan #1 (TX) $26M · 1,547
- Hillis-Carnes Engineering Associates, Inc. 401(k) Plan (MD) $26M · 409
Similar participant headcount
Nearest other-state filings by covered participants (95 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.