401(k) · DOL Form 5500 · 2024

Miller Tabak & Co., LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
11
Participants Small participant base
48th
Percentile by assets National rank
$619,641
Avg per participant High balance/head
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Official DOL plan name: Miller Tabak & Co. , LLC Savings Investment Plan · Sponsored by Miller Tabak & Co., LLC · New York · Finance & Insurance

$7M in assets, 11 participants

Miller Tabak & Co., LLC's Miller Tabak & Co. , LLC Savings Investment Plan reported $7M in total assets and 11 participants in its 2024 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.

  • #2,795 in Finance & Insurance (8,549 peers)

Miller Tabak & Co., LLC multi-year trail

Miller Tabak & Co., LLC's plans moved +12.4% in assets from 2022 to 2024; this filing shows Miller Tabak & Co. , LLC Savings Investment Plan at $7M / 11 participants.

#2,795
in Finance & Insurance (8,549 peers)
+8.5%
assets growth YoY

Miller Tabak & Co. , LLC Savings Investment Plan's mid-pack asset rank among Finance & Insurance and all filers

Miller Tabak & Co. , LLC Savings Investment Plan vs every filed plan by assets

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

$6,816,046 48th percentile higher than 48% 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

Miller Tabak & Co. , LLC Savings Investment Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miller Tabak & Co. , LLC Savings Investment Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Miller Tabak & Co. , LLC Savings Investment Plan reported net income rose from $218K in the plan year 2023 filing to $532K in the plan year 2024 filing.
  • Miller Tabak & Co. , LLC Savings Investment Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Miller Tabak & Co. , LLC Savings Investment Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133086847 · Miller Tabak & Co., LLC PY 2024 · 401(k)

Miller Tabak & Co. , LLC Savings Investment Plan · $7M · 11 · 48th

  • BOY $7M
  • SCH 11
  • EBSA 48th
  • PART 401(k)
  • TYPE near Pauls Fruit Market 401(k) Plan
  • NET ind #2795

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 Finance & Insurance retirement plans → · Plans in New York →

Miller Tabak & Co. , LLC Savings Investment Plan in the asset neighbourhood

Miller Tabak & Co. , LLC Savings Investment PlanMiller Tabak & Co. , LLC Sav…$7MPauls Fruit Market 401(k) PlanPauls Fruit Market 401(k) Pl…$7MStellar Innovations & Solution 401(k) Profit Sharing Plan and TrustStellar Innovations & Soluti…$7MHiester Automotive Group 401(k) PlanHiester Automotive Group 401…$7MLago Mar Properties, Inc. 401(k) PlanLago Mar Properties, Inc. 40…$7M
End-of-year total assets ($M) among Miller Tabak & Co. , LLC Savings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Miller Tabak & Co., LLC multi-year asset trail

Sponsor-wide plan assets over time

All Miller Tabak & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.360864526615465% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $6.07M $6.82M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 10 $6M
2023 1 10 $6M
2024 1 11 $7M

Miller Tabak & Co., LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$532K
Employer EIN133086847
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Miller Tabak & Co. , LLC Savings Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Miller Tabak & Co. , LLC Savings Investment Plan, Total assets ($B): 0.006816046 · Participants: 11Miller Tabak & Co. , LLC Savings Investment PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Miller Tabak & Co. , LLC Savings Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Miller Tabak & Co. , LLC Savings Investment Plan side-by-side with 3 peers →

Miller Tabak & Co. , LLC Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pauls Fruit Market 401(k) Plan in KY ($7M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Miller Tabak & Co. , LLC Savings Investment Plan assets move in 2024? ▼
Miller Tabak & Co. , LLC Savings Investment Plan grew at a solid clip - up 8.5% during 2024, from $6M to $7M. Reported net income was $532K.
How have Miller Tabak & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miller Tabak & Co., LLC's sponsor-wide assets grew 12.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Miller Tabak & Co. , LLC Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pauls Fruit Market 401(k) Plan in KY ($7M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Miller Tabak & Co. , LLC Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 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 133086847.

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.