Money Purchase · DOL Form 5500 · 2024
Miller Wagner & Company PLLC Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- N/A
- Participants
- 24th
- Percentile by assets
Official DOL plan name: Miller Wagner & Company PLLC Money Purchase Pension Plan · Sponsored by Miller Wagner & Company PLLC · Arizona · Professional & Technical Services
$1M in assets, N/A participants
Miller Wagner & Company PLLC's Miller Wagner & Company PLLC Money Purchase Pension Plan reported $1M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- 24th percentile by assets (of 123,622 plans)
- #3,758 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Miller Wagner & Company PLLC Money Purchase Pension Plan holds $1M for N/A participants, among the smaller plans by assets on file.
- $1M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 24th
- percentile by assets (of 123,622 plans)
- +3.5%
- assets growth YoY
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Miller Wagner & Company PLLC Money Purchase Pension Plan reported net income rose from -$18K in the plan year 2023 filing to $35K in the plan year 2024 filing.
- Miller Wagner & Company PLLC Money Purchase Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Money Purchase filing for Miller Wagner & Company PLLC Money Purchase Pension Plan
Money Purchase filing for plan year 2024: EIN 860944211 ; effective since 1977-08-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $35K |
| Employer EIN | 860944211 |
| Plan Effective Date | 1977-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Miller Wagner & Company PLLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $1M |
| 2023 | 1 | N/A | $1M |
| 2024 | 1 | N/A | $1M |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Miller Wagner & Company PLLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $137M · 5,798
- IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity $42M · 1,481
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 $17M · 51
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $15M · 555
- Benjamin E. Myers Money Purchase Pension Plan and Trust $13M · 1
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Miller Wagner & Company PLLC Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Miller Wagner & Company PLLC Money Purchase Pension Plan assets move in 2024? ▼
How have Miller Wagner & Company PLLC plan assets changed over time? ▼
Where does Miller Wagner & Company PLLC Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Miller Wagner & Company PLLC Money Purchase Pension Plan? ▼
Next read for Miller Wagner & Company PLLC Money Purch…
Filing takeaways
Ways to act on Miller Wagner & Company PLLC Money Purchase Pension Plan's numbers.
- By total assets, Miller Wagner & Company PLLC Money Purchase Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Arizona. Compare plans
- Miller Wagner & Company PLLC's sponsor-wide assets have grown 1.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans