401(k) · DOL Form 5500 · 2024

The Fort Miller Group, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
442
Participants Below avg headcount
89th
Percentile by assets National rank
$184,088
Avg per participant Above avg balance/head
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Official DOL plan name: The Fort Miller Group Incentive Savings Plan · Sponsored by The Fort Miller Group, Inc. · New York · Management of Enterprises

$81M in assets, 442 participants

The Fort Miller Group, Inc.'s The Fort Miller Group Incentive Savings Plan reported $81M in total assets and 442 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #844 in Management of Enterprises (1,133 peers)

Where The Fort Miller Group Incentive Savings Plan sits by assets

The Fort Miller Group Incentive Savings Plan sits in the top quartile of all filed plans by assets, $81M for 442 participants (~$184,088/participant), up 10.4% in 2024.

#844
in Management of Enterprises (1,133 peers)
+10.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Fort Miller Group Incentive Savings Plan's outsized position by total assets

The Fort Miller Group Incentive Savings Plan vs every filed plan by assets

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

$81,366,761 Top 11% higher than 89% 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

The Fort Miller Group Incentive Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fort Miller Group Incentive Savings Plan sits mid-pack in the medium band (442 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Fort Miller Group Incentive Savings Plan end-of-year assets rose from $74M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • The Fort Miller Group Incentive Savings Plan reported participants rose from 426 in the plan year 2023 filing to 442 in the plan year 2024 filing.
  • The Fort Miller Group Incentive Savings Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 141459087 · The Fort Miller Group, Inc. PY 2024 · 401(k)

The Fort Miller Group Incentive Savings Plan · $81M · 442 · 89th

  • VS-ST $81M
  • BOY 442
  • SCH 89th
  • EBSA 401(k)
  • PART near Corcept 401 (K)
  • TYPE ind #844

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 Management of Enterprises retirement plans → · Plans in New York →

The Fort Miller Group Incentive Savings Plan in the asset neighbourhood

Discovery Energy 401(k) Savings PlanDiscovery Energy 401(k) Savi…$81MHyundai Autoever America 401(k) PlanHyundai Autoever America 401…$81MThe Fort Miller Group Incentive Savings PlanThe Fort Miller Group Incent…$81MCorcept 401 (K)$81MSavista 401(k) Plan$81M
End-of-year total assets ($M) among The Fort Miller Group Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$81M
Net Income$8M
Employer EIN141459087
Plan Effective Date1987-01-10
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fort Miller Group, Inc.)

Sponsor-wide plan assets over time

All The Fort Miller Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$173M 49.63957250228028% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $173M ▲ +49.6%
Year Plans Participants Total Assets
2022 2 798 $115M
2023 2 796 $135M
2024 2 833 $173M

Nearby 401(k) Plans in New York

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

The Fort Miller Group Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Fort Miller Group Incentive Savings Plan, Total assets ($B): 0.081366761 · Participants: 442The Fort Miller Group Incentive Savings 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
The Fort Miller Group Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Fort Miller Group Incentive Savings Plan side-by-side with 3 peers →

The Fort Miller Group Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Corcept 401 (K) in CA ($81M); by covered participants it is Celia Corporation 401(k) Plan in MI (442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (442 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 The Fort Miller Group Incentive Savings Plan assets move in 2024? ▼
The Fort Miller Group Incentive Savings Plan grew at a solid clip - up 10.4% during 2024, from $74M to $81M. Reported net income was $8M.
How have The Fort Miller Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fort Miller Group, Inc.'s sponsor-wide assets grew 49.6%, from $115M to $173M.
Where does The Fort Miller Group Incentive Savings Plan rank by assets among Form 5500 filers? ▼
The Fort Miller Group Incentive Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Fort Miller Group Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corcept 401 (K) in CA ($81M, 349 participants).
Which 401(k) plans cover a similar participant headcount to The Fort Miller Group Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Celia Corporation 401(k) Plan in MI (442 participants, $35M 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 141459087.

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.