ESOP · DOL Form 5500 · 2024

Miller/Howard Investments, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
31
Participants Small participant base
51st
Percentile by assets National rank
$255,213
Avg per participant Above avg balance/head
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Official DOL plan name: Miller/Howard Investments, Inc. Employee Stock Ownership Plan · Sponsored by Miller/Howard Investments, Inc. · New York · Finance & Insurance

$8M in assets, 31 participants

Miller/Howard Investments, Inc.'s Miller/Howard Investments, Inc. Employee Stock Ownership Plan reported $8M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,011 in Finance & Insurance (8,549 peers)

Miller/Howard Investments, Inc. multi-year trail

Miller/Howard Investments, Inc.'s plans moved -22.8% in assets from 2022 to 2024; this filing shows Miller/Howard Investments, Inc. Employee Stock Ownership Plan at $8M / 31 participants.

#3,011
in Finance & Insurance (8,549 peers)
-25.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Miller/Howard Investments, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Miller/Howard Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,911,591 Top 49% higher than 51% 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/Howard Investments, Inc. 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. Miller/Howard Investments, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Miller/Howard Investments, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Miller/Howard Investments, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141710657 · Miller/Howard Investments, Inc. PY 2024 · ESOP

Miller/Howard Investments, Inc. Employee Stock Ownership Plan · $8M · 31 · 51st

  • ASSETS $8M
  • ASSETS 31
  • ASSETS 51st
  • ASSETS ESOP
  • ASSETS near Wild Birds Unlimited, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3011

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 New York →

Miller/Howard Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Edgar Hughston Builder, Inc. Employee Stock Ownership PlanEdgar Hughston Builder, Inc.…$8MMiller/Howard Investments, Inc. Employee Stock Ownership PlanMiller/Howard Investments, I…$8MWild Birds Unlimited, Inc. Employee Stock Ownership PlanWild Birds Unlimited, Inc. E…$8MDialectic, Inc. Employee Stock Ownership PlanDialectic, Inc. Employee Sto…$8MArrowpac, Inc. Employee Stock Ownership PlanArrowpac, Inc. Employee Stoc…$8M
End-of-year total assets ($M) among Miller/Howard Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Miller/Howard Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Miller/Howard Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.774726859551766% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $10.2M $7.91M ▼ -22.8%
Year Plans Participants Total Assets
2022 1 32 $10M
2023 1 31 $11M
2024 1 31 $8M

Miller/Howard Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$190K
Net Income-$3M
Employer EIN141710657
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Miller/Howard Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Miller/Howard Investments, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.911591 · Participants: 31Miller/Howard Investments, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Miller/Howard Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Miller/Howard Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Miller/Howard Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Wild Birds Unlimited, Inc. Employee Stock Ownership Plan in IN ($8M); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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/Howard Investments, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Miller/Howard Investments, Inc. Employee Stock Ownership Plan declined sharply - down 25.9% during 2024, from $11M to $8M. Reported net income was -$3M.
How have Miller/Howard Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miller/Howard Investments, Inc.'s sponsor-wide assets declined 22.8%, from $10M to $8M.
Which ESOP plans are similar in size to Miller/Howard Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wild Birds Unlimited, Inc. Employee Stock Ownership Plan in IN ($8M, 60 participants).
Which ESOP plans cover a similar participant headcount to Miller/Howard Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants, $6M 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 141710657.

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.