401(k) · DOL Form 5500 · 2022

Milestones, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
83
Participants Small participant base
46th
Percentile by assets National rank
$47,800
Avg per participant Low balance/head
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Official DOL plan name: Milestones, Inc. 401(k) Plan · Sponsored by Milestones, Inc · Massachusetts · Educational Services

$4M in assets, 83 participants

Milestones, Inc's Milestones, Inc. 401(k) Plan reported $4M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,277 in Educational Services (4,024 peers)

Milestones, Inc multi-year trail

Milestones, Inc's plans moved +52.6% in assets from 2022 to 2024; this filing shows Milestones, Inc. 401(k) Plan at $4M / 83 participants.

#1,277
in Educational Services (4,024 peers)
-5.8%
assets change YoY

The plan reported a net loss of $244K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milestones, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Milestones, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,967,439 46th percentile higher than 46% of 139,123 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 2022

Milestones, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milestones, Inc. 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043494340 · Milestones, Inc PY 2022 · 401(k)

Milestones, Inc. 401(k) Plan · $4M · 83 · 46th

  • BOOK $4M
  • VS-ST 83
  • BOY 46th
  • SCH 401(k)
  • EBSA near Quincy Farm Supply Co. Retirement Savings Plan
  • PART ind #1277

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 Educational Services retirement plans → · Plans in Massachusetts →

Milestones, Inc. 401(k) Plan in the asset neighbourhood

Milestones, Inc. 401(k) Plan$4MQuincy Farm Supply Co. Retirement Savings PlanQuincy Farm Supply Co. Retir…$4MRudy's Market, Inc. 401(k) Retirement PlanRudy's Market, Inc. 401(k) R…$4MThe Rla Retirement Plan$4MAdvantec Manufacturing USA, Inc. 401(k) Profit Sharing Plan & TrustAdvantec Manufacturing USA, …$4M
End-of-year total assets ($M) among Milestones, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Milestones, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Milestones, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 52.576611763911174% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.97M $6.05M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 83 $4M
2023 1 85 $5M
2024 1 95 $6M

Milestones, Inc filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$244K
Employer EIN043494340
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Milestones, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Milestones, Inc. 401(k) Plan, Total assets ($B): 0.003967439 · Participants: 83Milestones, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Milestones, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Milestones, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Quincy Farm Supply Co. Retirement Savings Plan in IL ($4M); by covered participants it is Focus Alaska 401(k) in AK (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milestones, Inc. 401(k) Plan assets move in 2022? ▼
Milestones, Inc. 401(k) Plan pulled back noticeably - down 5.8% during 2022, from $4M to $4M. Reported net income was -$244K.
How have Milestones, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestones, Inc's sponsor-wide assets grew 52.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Milestones, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quincy Farm Supply Co. Retirement Savings Plan in IL ($4M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Milestones, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Focus Alaska 401(k) in AK (83 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043494340.

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.