401(k) · DOL Form 5500 · 2024

Don Miller Inc. 401(k) Plan

Data updated 2026-08-11

$7M
Total assets
188
Participants
48th
Percentile by assets
$37,130
Avg per participant
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Official DOL plan name: Don Miller 401(k) Plan · Sponsored by Don Miller Inc. · Wisconsin · Retail Trade

$7M in assets, 188 participants

Don Miller Inc.'s Don Miller 401(k) Plan reported $7M in total assets and 188 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.

  • 48th percentile by assets (of 123,622 plans)
  • #4,726 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Don Miller 401(k) Plan covers 188 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

$7M
total plan assets (2024 EOY)
188
covered participants
48th
percentile by assets (of 123,622 plans)
$37,130
avg assets per participant

Where Don Miller 401(k) Plan sits by total assets

Don Miller 401(k) Plan vs every filed plan by assets

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

$6,980,356 48th percentile higher than 48% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Don Miller 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $936K in the plan year 2024 filing.
  • Don Miller 401(k) Plan reported participants fell from 285 in the plan year 2023 filing to 188 in the plan year 2024 filing.
  • Don Miller 401(k) 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 →

State
Industry

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Don Miller 401(k) Plan reports 188 participants - about 33% of that state average ($7M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$936K
Employer EIN391279288
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Don Miller Inc.)

$4M$5M$6M$7M$8M 202220232024 $4.56M $6.98M ▲ +53.1%
Total plan assets by year, all Don Miller Inc. plans on file
Year Plans Participants Total Assets
2022 1 196 $5M
2023 1 285 $6M
2024 1 188 $7M

Nearby 401(k) Plans in Wisconsin

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

Don Miller 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Don Miller 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Don Miller 401(k) PlanAdvocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Don Miller 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Don Miller 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Don Miller 401(k) Plan assets move in 2024?
Don Miller 401(k) Plan grew sharply - up 15.5% during 2024, from $6M to $7M. Reported net income was $936K.
How have Don Miller Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Don Miller Inc.'s sponsor-wide assets grew 53.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Don Miller 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Daily Harvest 401(k) Plan in NY ($7M, 125 participants).

Filing takeaways

Ways to act on Don Miller 401(k) Plan's numbers.