Defined Benefit (Pension) · DOL Form 5500 · 2024

Jill Miller & Associates, P.C. Pension Plan

Data updated 2026-08-25

$945K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$315,013
Avg per participant High balance/head
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Official DOL plan name: Jill Miller & Associates, P.C. Cash Balance Plan · Sponsored by Jill Miller & Associates, P.C. · New York · Professional & Technical Services

$945K in assets, 3 participants

Jill Miller & Associates, P.C.'s Jill Miller & Associates, P.C. Cash Balance Plan reported $945K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,564 in Professional & Technical Services (20,173 peers)

Jill Miller & Associates, P.C. multi-year trail

Jill Miller & Associates, P.C.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Jill Miller & Associates, P.C. Cash Balance Plan at $945K / 3 participants.

#3,564
in Professional & Technical Services (20,173 peers)
+28.1%
assets growth YoY

Jill Miller & Associates, P.C. Cash Balance Plan among the smaller filed plans by assets

Jill Miller & Associates, P.C. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$945,040 23rd percentile higher than 23% of 123,620 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 2024

Jill Miller & Associates, P.C. Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jill Miller & Associates, P.C. Cash Balance Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jill Miller & Associates, P.C. Cash Balance Plan end-of-year assets rose from $738K in the plan year 2023 filing to $945K in the plan year 2024 filing.
  • Jill Miller & Associates, P.C. Cash Balance Plan reported net income rose from $176K in the plan year 2023 filing to $207K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270075396 · Jill Miller & Associates, P.C. PY 2024 · Defined Benefit (Pension)

Jill Miller & Associates, P.C. Cash Balance Plan · $945K · 3 · 23rd

  • TYPE $945K
  • TYPE 3
  • TYPE 23rd
  • TYPE Defined Benefit (Pension)
  • TYPE near The Wiegand Law Firm, P.C. Pension Plan
  • TYPE ind #3564

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 New York →

Jill Miller & Associates, P.C. Cash Balance Plan in the asset neighbourhood

Jill Miller & Associates, P.C. Cash Balance PlanJill Miller & Associates, P.…$945KThe Wiegand Law Firm, P.C. Pension PlanThe Wiegand Law Firm, P.C. P…$949KNewspaper and Magazine Employees Union and Philadelphia Publishers Pension PlanNewspaper and Magazine Emplo…$952KAkash Makkar, PLLC Cash Balance PlanAkash Makkar, PLLC Cash Bala…$954KPrecision Endodontics, P.C. Cash Balance Pension PlanPrecision Endodontics, P.C. …$936K
End-of-year total assets ($M) among Jill Miller & Associates, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Jill Miller & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jill Miller & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.915930361410894% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.69M $3.95M ▲ +46.8%
Year Plans Participants Total Assets
2022 2 9 $3M
2023 2 8 $3M
2024 2 7 $4M

Jill Miller & Associates, P.C. filing trail (2024)

Total Assets (Beginning of Year)$738K
Net Assets (End of Year)$945K
Net Income$207K
Employer EIN270075396
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jill Miller & Associates, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Jill Miller & Associates, P.C. Cash Balance Plan, Total assets ($B): 0.00094504 · Participants: 3Jill Miller & Associates, P.C. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Jill Miller & Associates, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jill Miller & Associates, P.C. Cash Balance Plan side-by-side with 3 peers →

Jill Miller & Associates, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Wiegand Law Firm, P.C. Pension Plan in TX ($949K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jill Miller & Associates, P.C. Cash Balance Plan assets move in 2024? ▼
Jill Miller & Associates, P.C. Cash Balance Plan grew sharply - up 28.1% during 2024, from $738K to $945K. Reported net income was $207K.
How have Jill Miller & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jill Miller & Associates, P.C.'s sponsor-wide assets grew 46.9%, from $3M to $4M.
Where does Jill Miller & Associates, P.C. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Jill Miller & Associates, P.C. Cash Balance Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Jill Miller & Associates, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Wiegand Law Firm, P.C. Pension Plan in TX ($949K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jill Miller & Associates, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270075396.

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.