ESOP · DOL Form 5500 · 2024

J.R. Miller & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
72
Participants Small participant base
28th
Percentile by assets National rank
$23,064
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Jrma Employee Stock Ownership Plan · Sponsored by J.R. Miller & Associates, Inc. · California · Professional & Technical Services

$2M in assets, 72 participants

J.R. Miller & Associates, Inc.'s Jrma Employee Stock Ownership Plan reported $2M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,647 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Jrma Employee Stock Ownership Plan holds $2M for 72 participants - about $23,064 per participant, in the lower half of filed plans by assets.

#4,647
in Professional & Technical Services (20,173 peers)
-$2M
reported net income

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jrma Employee Stock Ownership Plan among the smaller filed plans by assets

Jrma Employee Stock Ownership Plan vs every filed plan by assets

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

$1,660,603 28th percentile higher than 28% 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

Jrma Employee Stock Ownership 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. Jrma Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

DOL schedule card

Filing strip 330110222 · J.R. Miller & Associates, Inc. PY 2024 · ESOP

Jrma Employee Stock Ownership Plan · $2M · 72 · 28th

  • BOY $2M
  • BOY 72
  • BOY 28th
  • BOY ESOP
  • BOY near Willbrook Solutions, Inc. Employee Stock Ownership Plan
  • BOY ind #4647

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 What is an ESOP? → · Plans in California →

Jrma Employee Stock Ownership Plan in the asset neighbourhood

Jrma Employee Stock Ownership PlanJrma Employee Stock Ownershi…$2MWillbrook Solutions, Inc. Employee Stock Ownership PlanWillbrook Solutions, Inc. Em…$2MExpresscare Employee Stock Ownership PlanExpresscare Employee Stock O…$2MFlatirons Bank Employee Stock Ownership Plan and TrustFlatirons Bank Employee Stoc…$2MFirst Neighborhood Bank Employee Stock Ownership PlanFirst Neighborhood Bank Empl…$2M
End-of-year total assets ($M) among Jrma Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$2M
Net Income-$2M
Employer EIN330110222
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Jrma Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Jrma Employee Stock Ownership Plan, Total assets ($B): 0.001660603 · Participants: 72Jrma Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Jrma Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Jrma Employee Stock Ownership Plan side-by-side with 3 peers →

Jrma Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Willbrook Solutions, Inc. Employee Stock Ownership Plan in AL ($2M); by covered participants it is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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

Which ESOP plans are similar in size to Jrma Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Willbrook Solutions, Inc. Employee Stock Ownership Plan in AL ($2M, 68 participants).
Which ESOP plans cover a similar participant headcount to Jrma Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants, $17M 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 330110222.

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.