401(k) · DOL Form 5500 · 2023

Miller Kory Rowe, LLP 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
25th
Percentile by assets National rank
$97,742
Avg per participant Below avg balance/head
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Official DOL plan name: Miller Kory Rowe, LLP 401(k) Plan · Sponsored by Miller Kory Rowe, LLP · Arizona · Professional & Technical Services

$1M in assets, 12 participants

Miller Kory Rowe, LLP's Miller Kory Rowe, LLP 401(k) Plan reported $1M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,141 in Professional & Technical Services (20,321 peers)

2023 asset change

Miller Kory Rowe, LLP 401(k) Plan declined sharply 16.1% in 2023 ($1M → $1M) for 12 participants.

#4,141
in Professional & Technical Services (20,321 peers)
-16.1%
assets change YoY

The plan reported a net loss of $225K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Miller Kory Rowe, LLP 401(k) Plan among the smaller filed plans by assets

Miller Kory Rowe, LLP 401(k) Plan vs every filed plan by assets

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

$1,172,903 25th percentile higher than 25% 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

Miller Kory Rowe, LLP 401(k) 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. Miller Kory Rowe, LLP 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miller Kory Rowe, LLP 401(k) Plan reported net income fell from $10K in the plan year 2022 filing to -$225K in the plan year 2023 filing.
  • Miller Kory Rowe, LLP 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Miller Kory Rowe, LLP 401(k) Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273982501 · Miller Kory Rowe, LLP PY 2023 · 401(k)

Miller Kory Rowe, LLP 401(k) Plan · $1M · 12 · 25th

  • SCH $1M
  • EBSA 12
  • PART 25th
  • TYPE 401(k)
  • NET near Lake State Ventures, Inc. Retirement Plan
  • BOOK ind #4141

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 Kory Rowe, LLP 401(k) Plan in the asset neighbourhood

Miller Kory Rowe, LLP 401(k) PlanMiller Kory Rowe, LLP 401(k)…$1MLake State Ventures, Inc. Retirement PlanLake State Ventures, Inc. Re…$1MThe William Everett Group, Inc. 401(k) PlanThe William Everett Group, I…$1MClay W. Balyeat Co., L.P.a. Profit Sharing PlanClay W. Balyeat Co., L.P.a. …$1MKincade Farms Inc. Retirement PlanKincade Farms Inc. Retiremen…$1M
End-of-year total assets ($M) among Miller Kory Rowe, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Miller Kory Rowe, LLP years around the 2023 move

Sponsor-wide plan assets over time

All Miller Kory Rowe, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.50752385367836% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.4M $1.32M ▼ -5.7%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 12 $1M
2024 1 13 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$225K
Employer EIN273982501
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Miller Kory Rowe, LLP 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Miller Kory Rowe, LLP 401(k) Plan, Total assets ($B): 0.001172903 · Participants: 12Miller Kory Rowe, LLP 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Miller Kory Rowe, LLP 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Miller Kory Rowe, LLP 401(k) Plan side-by-side with 3 peers →

Miller Kory Rowe, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Lake State Ventures, Inc. Retirement Plan in MI ($1M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Miller Kory Rowe, LLP 401(k) Plan assets move in 2023? ▼
Miller Kory Rowe, LLP 401(k) Plan declined sharply - down 16.1% during 2023, from $1M to $1M. Reported net income was -$225K.
How have Miller Kory Rowe, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miller Kory Rowe, LLP's sponsor-wide assets declined 5.5%, from $1M to $1M.
Where does Miller Kory Rowe, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Miller Kory Rowe, LLP 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Miller Kory Rowe, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lake State Ventures, Inc. Retirement Plan in MI ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Miller Kory Rowe, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 273982501.

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.