ESOP · DOL Form 5500 · 2023

J.Roger Miller & Assoc., Inc. ESOP

Data updated 2026-08-25

$414K
Total assets Small plan by assets
9
Participants Small participant base
16th
Percentile by assets National rank
$46,022
Avg per participant Low balance/head
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Official DOL plan name: Miller Engineers & Scientist Empl Stock Ownership Plan · Sponsored by J.Roger Miller & Assoc., Inc. · Wisconsin · Professional & Technical Services

$414K in assets, 9 participants

J.Roger Miller & Assoc., Inc.'s Miller Engineers & Scientist Empl Stock Ownership Plan reported $414K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,507 in Professional & Technical Services (20,321 peers)

J.Roger Miller & Assoc., Inc. multi-year trail

J.Roger Miller & Assoc., Inc.'s plans moved +87.4% in assets from 2022 to 2024; this filing shows Miller Engineers & Scientist Empl Stock Ownership Plan at $414K / 9 participants.

#2,507
in Professional & Technical Services (20,321 peers)
+50.7%
assets growth YoY

Miller Engineers & Scientist Empl Stock Ownership Plan among the smaller filed plans by assets

Miller Engineers & Scientist Empl Stock Ownership Plan vs every filed plan by assets

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

$414,200 16th percentile higher than 16% 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 Engineers & Scientist Empl Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miller Engineers & Scientist Empl Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miller Engineers & Scientist Empl Stock Ownership Plan reported net income rose from $61K in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Miller Engineers & Scientist Empl Stock Ownership Plan end-of-year assets rose from $275K in the plan year 2022 filing to $414K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390986804 · J.Roger Miller & Assoc., Inc. PY 2023 · ESOP

Miller Engineers & Scientist Empl Stock Ownership Plan · $414K · 9 · 16th

  • PART $414K
  • PART 9
  • PART 16th
  • PART ESOP
  • PART near Frakes Engineering, Inc. Employee Stock Ownership Plan
  • PART ind #2507

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 Wisconsin →

Miller Engineers & Scientist Empl Stock Ownership Plan in the asset neighbourhood

Amende & Schultz, Inc. Employee Stock Ownership PlanAmende & Schultz, Inc. Emplo…$419KHorticultural Creations Holdings, Inc. Employee Stock Ownership PlanHorticultural Creations Hold…$419KMiller Engineers & Scientist Empl Stock Ownership PlanMiller Engineers & Scientist…$414KFrakes Engineering, Inc. Employee Stock Ownership PlanFrakes Engineering, Inc. Emp…$410KD and D Energy Group Inc Employee Stock Ownership PlanD and D Energy Group Inc Emp…$410K
End-of-year total assets ($M) among Miller Engineers & Scientist Empl Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

J.Roger Miller & Assoc., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.Roger Miller & Assoc., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$515K 87.4492836947306% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.27M $0.52M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 9 $275K
2023 1 9 $414K
2024 1 9 $515K

J.Roger Miller & Assoc., Inc. filing trail (2023)

Total Assets (Beginning of Year)$275K
Net Assets (End of Year)$414K
Net Income$139K
Employer EIN390986804
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Miller Engineers & Scientist Empl Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Miller Engineers & Scientist Empl Stock Ownership Plan, Total assets ($B): 0.0004142 · Participants: 9Miller Engineers & Scientist Empl Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Miller Engineers & Scientist Empl Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Miller Engineers & Scientist Empl Stock Ownership Plan side-by-side with 3 peers →

Miller Engineers & Scientist Empl Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Frakes Engineering, Inc. Employee Stock Ownership Plan in IN ($410K); by covered participants it is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants). Same-state nearby plans are listed separately above.

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 Engineers & Scientist Empl Stock Ownership Plan assets move in 2023? ▼
Miller Engineers & Scientist Empl Stock Ownership Plan surged - up 50.7% during 2023, from $275K to $414K. Reported net income was $139K.
How have J.Roger Miller & Assoc., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.Roger Miller & Assoc., Inc.'s sponsor-wide assets grew 87.4%, from $275K to $515K.
Where does Miller Engineers & Scientist Empl Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Miller Engineers & Scientist Empl Stock Ownership Plan ranks in the 16th 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 ESOP plans are similar in size to Miller Engineers & Scientist Empl Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Frakes Engineering, Inc. Employee Stock Ownership Plan in IN ($410K, 20 participants).
Which ESOP plans cover a similar participant headcount to Miller Engineers & Scientist Empl Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 390986804.

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.