401(k) · DOL Form 5500 · 2024

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size: 135
Participants Small participant base: 77th
Percentile by assets National rank: $213,738
Avg per participant Above avg balance/head

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Official DOL plan name: Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp · Sponsored by Milberg Coleman Bryson Phillips Grossman PLLC · Tennessee · Professional & Technical Services

$29M in assets, 135 participants

Milberg Coleman Bryson Phillips Grossman PLLC's Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp reported $29M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

#15,464 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp covers 135 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $29M.

#15,464
in Professional & Technical Services (20,173 peers): +12.2%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp's outsized position by total assets

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp vs every filed plan by assets

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

$28,854,577 Top 23% higher than 77% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp 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. Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp sits mid-pack in the medium band (135 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp reported participants rose from 95 in the plan year 2023 filing to 135 in the plan year 2024 filing.
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 861215093 · Milberg Coleman Bryson Phillips Grossman PLLC PY 2024 · 401(k)

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp · $29M · 135 · 77th

VS-ST $29M
VS-ST 135
VS-ST 77th
VS-ST 401(k)
VS-ST near The Atlantic Tractor, LLC 401(k) Plan & Trust
VS-ST ind #15464

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

End-of-year total assets ($M) among Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)	$26M
Net Assets (End of Year)	$29M
Net Income	$3M
Employer EIN	861215093
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Milberg Coleman Bryson Phillips Grossman PLLC)

Latest sponsor-wide plan assets: $29M 25.933811482940268% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	79	$23M
2023	1	95	$26M
2024	1	135	$29M

Nearby 401(k) Plans in Tennessee

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

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp side-by-side with 3 peers →

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is The Atlantic Tractor, LLC 401(k) Plan & Trust in MD ($29M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

The Atlantic Tractor, LLC 401(k) Plan & Trust (MD) $29M · 456
Eikon Therapeutics 401(k) Plan (CA) $29M · 364
W.N. Tuscano Agency, Inc. 401(k) Savings Plan (PA) $29M · 120
The Arnold Magnetic Technologies Corporation Employee Retirement Savings Plan (NY) $29M · 366

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

Ahold Delhaize USA 401(k) Plan (MA) 135 · 0 off
Urovant Sciences, Inc. Savings Plan (CA) 135 · 0 off
Boone Drugs, Inc. Savings Plus Plan (NC) 135 · 0 off
Tidal Power Services, LLC 401(k) Plan (TX) 135 · 0 off

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 Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp assets move in 2024? ▼

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp grew at a solid clip - up 12.2% during 2024, from $26M to $29M. Reported net income was $3M.

How have Milberg Coleman Bryson Phillips Grossman PLLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Milberg Coleman Bryson Phillips Grossman PLLC's sponsor-wide assets grew 25.9%, from $23M to $29M.

Where does Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp rank by assets among Form 5500 filers? ▼

Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp? ▼

Among 401(k) plans in other states, the closest by assets is The Atlantic Tractor, LLC 401(k) Plan & Trust in MD ($29M, 456 participants).

Which 401(k) plans cover a similar participant headcount to Milberg Coleman Bryson Phillips Grossman PLLC 401(k) Psp? ▼

Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 861215093.