ESOP · DOL Form 5500 · 2024

The Fort Miller Group, Inc. ESOP

Data updated 2026-08-25

$91M
Total assets Below avg plan size
391
Participants Below avg headcount
90th
Percentile by assets National rank
$233,805
Avg per participant Above avg balance/head
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Official DOL plan name: The Fort Miller Group, Inc. Employee Stock Ownership Plan · Sponsored by The Fort Miller Group, Inc. · New York · Management of Enterprises

$91M in assets, 391 participants

The Fort Miller Group, Inc.'s The Fort Miller Group, Inc. Employee Stock Ownership Plan reported $91M in total assets and 391 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

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

Coverage in New York

The Fort Miller Group, Inc. Employee Stock Ownership Plan covers 391 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $91M.

#855
in Management of Enterprises (1,133 peers)
+50.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Fort Miller Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Fort Miller Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$91,417,847 Top 10% higher than 90% 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, Inc. Employee Stock Ownership 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, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (391 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Fort Miller Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $61M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • The Fort Miller Group, Inc. Employee Stock Ownership Plan reported net income rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • The Fort Miller Group, Inc. Employee Stock Ownership Plan reported participants rose from 370 in the plan year 2023 filing to 391 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 · ESOP

The Fort Miller Group, Inc. Employee Stock Ownership Plan · $91M · 391 · 90th

  • 5500 $91M
  • 5500 391
  • 5500 90th
  • 5500 ESOP
  • 5500 near Arvig Employee Stock Ownership Plan
  • 5500 ind #855

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 →

The Fort Miller Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Skyline Construction Employee Stock Ownership PlanSkyline Construction Employe…$92MThe Fort Miller Group, Inc. Employee Stock Ownership PlanThe Fort Miller Group, Inc. …$91MArvig Employee Stock Ownership PlanArvig Employee Stock Ownersh…$91MAdvanced Elements, Inc. Employee Stock Ownership PlanAdvanced Elements, Inc. Empl…$91MIsg Employee Stock Ownership PlanIsg Employee Stock Ownership…$91M
End-of-year total assets ($M) among The Fort Miller Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$45M
Net Income$12M
Employer EIN141459087
Plan Effective Date2019-01-01
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 ESOP Plans in New York

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

The Fort Miller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants The Fort Miller Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 91.417847 · Participants: 391The Fort Miller Group, 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
The Fort Miller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare The Fort Miller Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Fort Miller Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Arvig Employee Stock Ownership Plan in MN ($91M); by covered participants it is James a. Scott & Son, Incorporated Employee Stock Ownership Plan in VA (391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (391 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, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Fort Miller Group, Inc. Employee Stock Ownership Plan surged - up 50.0% during 2024, from $61M to $91M. Reported net income was $12M.
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, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Fort Miller Group, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to The Fort Miller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arvig Employee Stock Ownership Plan in MN ($91M, 747 participants).
Which ESOP plans cover a similar participant headcount to The Fort Miller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is James a. Scott & Son, Incorporated Employee Stock Ownership Plan in VA (391 participants, $228M 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.