ESOP · DOL Form 5500 · 2023

Miles Treaster & Associates ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
30
Participants Small participant base
48th
Percentile by assets National rank
$199,246
Avg per participant Above avg balance/head
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Official DOL plan name: Miles Treaster & Associates Employee Stock Ownership Plan · Sponsored by Miles Treaster & Associates · California · Professional & Technical Services

$6M in assets, 30 participants

Miles Treaster & Associates's Miles Treaster & Associates Employee Stock Ownership Plan reported $6M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,348 in Professional & Technical Services (20,321 peers)

Miles Treaster & Associates multi-year trail

Miles Treaster & Associates's plans moved +45.1% in assets from 2022 to 2024; this filing shows Miles Treaster & Associates Employee Stock Ownership Plan at $6M / 30 participants.

#9,348
in Professional & Technical Services (20,321 peers)
+4.3%
assets growth YoY

Miles Treaster & Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Miles Treaster & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$5,977,371 48th percentile higher than 48% 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 Treaster & Associates Employee Stock Ownership 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 Treaster & Associates Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miles Treaster & Associates Employee Stock Ownership Plan reported net income fell from $878K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • Miles Treaster & Associates Employee Stock Ownership Plan reported participants fell from 38 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Miles Treaster & Associates Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941436765 · Miles Treaster & Associates PY 2023 · ESOP

Miles Treaster & Associates Employee Stock Ownership Plan · $6M · 30 · 48th

  • ASSETS $6M
  • ASSETS 30
  • ASSETS 48th
  • ASSETS ESOP
  • ASSETS near Saw Ventures, Inc. Employee Stock Ownership Plan
  • ASSETS ind #9348

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 What is an ESOP? → · Plans in California →

Miles Treaster & Associates Employee Stock Ownership Plan in the asset neighbourhood

Miles Treaster & Associates Employee Stock Ownership PlanMiles Treaster & Associates …$6MSaw Ventures, Inc. Employee Stock Ownership PlanSaw Ventures, Inc. Employee …$6MAloha Shoyu Company, Limited Employee Stock Ownership PlanAloha Shoyu Company, Limited…$6MWilhite Electric Company, Inc. Employee Stock Ownership PlanWilhite Electric Company, In…$6MDrake Cooper, Inc. Employee Stock Ownership PlanDrake Cooper, Inc. Employee …$6M
End-of-year total assets ($M) among Miles Treaster & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Miles Treaster & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Miles Treaster & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$8M 45.06635635738178% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.73M $8.31M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 38 $6M
2023 1 30 $6M
2024 1 41 $8M

Miles Treaster & Associates filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$131K
Employer EIN941436765
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Miles Treaster & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Miles Treaster & Associates Employee Stock Ownership Plan, Total assets ($B): 0.005977371 · Participants: 30Miles Treaster & Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Miles Treaster & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Miles Treaster & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Miles Treaster & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Saw Ventures, Inc. Employee Stock Ownership Plan in IN ($6M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Treaster & Associates Employee Stock Ownership Plan assets move in 2023? ▼
Miles Treaster & Associates Employee Stock Ownership Plan edged up modestly - up 4.3% during 2023, from $6M to $6M. Reported net income was $131K.
How have Miles Treaster & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miles Treaster & Associates's sponsor-wide assets grew 45.1%, from $6M to $8M.
Which ESOP plans are similar in size to Miles Treaster & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Saw Ventures, Inc. Employee Stock Ownership Plan in IN ($6M, 37 participants).
Which ESOP plans cover a similar participant headcount to Miles Treaster & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A 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 941436765.

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.