401(k) · DOL Form 5500 · 2024

J. Lee Milligan, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
331
Participants Below avg headcount
57th
Percentile by assets National rank
$32,706
Avg per participant Low balance/head
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Official DOL plan name: J. Lee Milligan, Inc. 401(k) Plan · Sponsored by J. Lee Milligan, Inc. · Texas · Construction

$11M in assets, 331 participants

J. Lee Milligan, Inc.'s J. Lee Milligan, Inc. 401(k) Plan reported $11M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,041 in Construction (9,039 peers)

Coverage in Texas

J. Lee Milligan, Inc. 401(k) Plan covers 331 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#5,041
in Construction (9,039 peers)
+7.1%
assets growth YoY

J. Lee Milligan, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

J. Lee Milligan, Inc. 401(k) Plan vs every filed plan by assets

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

$10,825,825 Top 43% higher than 57% 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

J. Lee Milligan, Inc. 401(k) 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. J. Lee Milligan, Inc. 401(k) Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Lee Milligan, Inc. 401(k) Plan reported net income rose from $221K in the plan year 2023 filing to $718K in the plan year 2024 filing.
  • J. Lee Milligan, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • J. Lee Milligan, Inc. 401(k) Plan reported participants fell from 344 in the plan year 2023 filing to 331 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 750971715 · J. Lee Milligan, Inc. PY 2024 · 401(k)

J. Lee Milligan, Inc. 401(k) Plan · $11M · 331 · 57th

  • NET $11M
  • BOOK 331
  • VS-ST 57th
  • BOY 401(k)
  • SCH near Phx Holdings Retirement Plan
  • EBSA ind #5041

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 Construction retirement plans → · Plans in Texas →

J. Lee Milligan, Inc. 401(k) Plan in the asset neighbourhood

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End-of-year total assets ($M) among J. Lee Milligan, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$718K
Employer EIN750971715
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Lee Milligan, Inc.)

Sponsor-wide plan assets over time

All J. Lee Milligan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 99.61015601983306% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $46.1M $92M ▲ +99.6%
Year Plans Participants Total Assets
2022 2 687 $46M
2023 2 645 $72M
2024 2 651 $92M

Nearby 401(k) Plans in Texas

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

J. Lee Milligan, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants J. Lee Milligan, Inc. 401(k) Plan, Total assets ($B): 0.010825825 · Participants: 331J. Lee Milligan, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
J. Lee Milligan, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare J. Lee Milligan, Inc. 401(k) Plan side-by-side with 3 peers →

J. Lee Milligan, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Phx Holdings Retirement Plan in GA ($11M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (331 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (331 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 J. Lee Milligan, Inc. 401(k) Plan assets move in 2024? ▼
J. Lee Milligan, Inc. 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $10M to $11M. Reported net income was $718K.
How have J. Lee Milligan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Lee Milligan, Inc.'s sponsor-wide assets grew 99.6%, from $46M to $92M.
Which 401(k) plans are similar in size to J. Lee Milligan, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phx Holdings Retirement Plan in GA ($11M, 301 participants).
Which 401(k) plans cover a similar participant headcount to J. Lee Milligan, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (331 participants, N/A 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 750971715.

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.