401(k) · DOL Form 5500 · 2023

Miles & Stockbridge P.C. 401(k) Plan

Data updated 2026-08-11

$171M
Total assets
332
Participants
94th
Percentile by assets
$516,134
Avg per participant
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Official DOL plan name: Miles & Stockbridge Retirement Plan · Sponsored by Miles & Stockbridge P.C. · Maryland · Professional & Technical Services

$171M in assets, 332 participants

Miles & Stockbridge P.C.'s Miles & Stockbridge Retirement Plan reported $171M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #19,371 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Miles & Stockbridge Retirement Plan covers 332 participants in Maryland, about 36% of the average Maryland filer (state average ~929 per filing). Assets: $171M.

$171M
total plan assets (2023 EOY)
332
covered participants
94th
percentile by assets (of 127,072 plans)
$516,134
avg assets per participant

Where Miles & Stockbridge Retirement Plan sits by total assets

Miles & Stockbridge Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$171,356,523 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miles & Stockbridge Retirement Plan reported net income rose from -$53M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Miles & Stockbridge Retirement Plan end-of-year assets rose from $143M in the plan year 2022 filing to $171M in the plan year 2023 filing.
  • Miles & Stockbridge Retirement Plan reported participants fell from 360 in the plan year 2022 filing to 332 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Miles & Stockbridge Retirement Plan reports 332 participants - about 36% of that state average ($171M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$171M
Net Income$29M
Employer EIN521852131
Plan Effective Date1969-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miles & Stockbridge P.C.)

$120M$140M$160M$180M$200M$220M 202220232024 $143M $195M ▲ +36.9%
Total plan assets by year, all Miles & Stockbridge P.C. plans on file
Year Plans Participants Total Assets
2022 1 360 $143M
2023 1 332 $171M
2024 1 378 $195M

Nearby 401(k) Plans in Maryland

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

Miles & Stockbridge Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Miles & Stockbridge Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Miles & Stockbridge …Lockheed Martin Corp…Marriott Retirement …T. Rowe Price U.S. R…Nfl Player Second Ca…Sodexo 401 (K) Emplo…
Miles & Stockbridge Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Miles & Stockbridge Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Miles & Stockbridge Retirement Plan assets move in 2023?
Miles & Stockbridge Retirement Plan grew sharply - up 20.1% during 2023, from $143M to $171M. Reported net income was $29M.
How have Miles & Stockbridge P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Miles & Stockbridge P.C.'s sponsor-wide assets grew 36.9%, from $143M to $195M.
Where does Miles & Stockbridge Retirement Plan rank by assets among Form 5500 filers?
Miles & Stockbridge Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Miles & Stockbridge Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Fairview Health Services 401(k) Plan in MN ($171M, 3,270 participants).

Filing takeaways

Ways to act on Miles & Stockbridge Retirement Plan's numbers.