401(k) · DOL Form 5500 · 2024

Miller Investment Management, LP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
23
Participants Small participant base
48th
Percentile by assets National rank
$299,250
Avg per participant High balance/head
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Official DOL plan name: Mim 401(k) Profit Sharing Plan & Trust · Sponsored by Miller Investment Management, LP · Pennsylvania · Finance & Insurance

$7M in assets, 23 participants

Miller Investment Management, LP's Mim 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 23 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.

  • #2,807 in Finance & Insurance (8,549 peers)

Miller Investment Management, LP multi-year trail

Miller Investment Management, LP's plans moved +12.0% in assets from 2022 to 2024; this filing shows Mim 401(k) Profit Sharing Plan & Trust at $7M / 23 participants.

#2,807
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Mim 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Mim 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,882,748 48th percentile higher than 48% 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

Mim 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mim 401(k) Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mim 401(k) Profit Sharing Plan & Trust reported net income fell from $735K in the plan year 2023 filing to $3K in the plan year 2024 filing.
  • Mim 401(k) Profit Sharing Plan & Trust reported participants fell from 24 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232969359 · Miller Investment Management, LP PY 2024 · 401(k)

Mim 401(k) Profit Sharing Plan & Trust · $7M · 23 · 48th

  • NET $7M
  • BOOK 23
  • VS-ST 48th
  • BOY 401(k)
  • SCH near Browne Engineering Partners Retirement Plan
  • EBSA ind #2807

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Mim 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mim 401(k) Profit Sharing Plan & TrustMim 401(k) Profit Sharing Pl…$7MBrowne Engineering Partners Retirement PlanBrowne Engineering Partners …$7MHudson Scenic Studio, Inc. 401(k) PlanHudson Scenic Studio, Inc. 4…$7MDiversified Control, Inc. 401(k) PlanDiversified Control, Inc. 40…$7MOhio Steel Industries 401(k) PlanOhio Steel Industries 401(k)…$7M
End-of-year total assets ($M) among Mim 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Miller Investment Management, LP multi-year asset trail

Sponsor-wide plan assets over time

All Miller Investment Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.005353280552358% vs 2022
2024 filing year
$6M$6.5M$7M 202220232024 $6.15M $6.88M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 21 $6M
2023 1 24 $7M
2024 1 23 $7M

Miller Investment Management, LP filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$3K
Employer EIN232969359
Plan Effective Date1999-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Mim 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Mim 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006882748 · Participants: 23Mim 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Mim 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mim 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mim 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Browne Engineering Partners Retirement Plan in TX ($7M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Mim 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Mim 401(k) Profit Sharing Plan & Trust held essentially flat - up 0.0% during 2024, from $7M to $7M. Reported net income was $3K.
How have Miller Investment Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miller Investment Management, LP's sponsor-wide assets grew 12.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Mim 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Browne Engineering Partners Retirement Plan in TX ($7M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Mim 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 232969359.

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.