401(k) · DOL Form 5500 · 2022

Milestone Partners Management Co. LP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
48th
Percentile by assets National rank
$278,327
Avg per participant High balance/head
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Official DOL plan name: Milestone Partners Management Co. 401(k) Plan · Sponsored by Milestone Partners Management Co. LP · Pennsylvania · Finance & Insurance

$4M in assets, 16 participants

Milestone Partners Management Co. LP's Milestone Partners Management Co. 401(k) Plan reported $4M in total assets and 16 participants in its 2022 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.

  • #3,088 in Finance & Insurance (9,261 peers)

Milestone Partners Management Co. LP multi-year trail

Milestone Partners Management Co. LP's plans moved +14.3% in assets from 2022 to 2024; this filing shows Milestone Partners Management Co. 401(k) Plan at $4M / 16 participants.

#3,088
in Finance & Insurance (9,261 peers)
-23.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milestone Partners Management Co. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Milestone Partners Management Co. 401(k) Plan vs every filed plan by assets

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

$4,453,231 48th percentile higher than 48% 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

Milestone Partners Management Co. 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. Milestone Partners Management Co. 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 200958931 · Milestone Partners Management Co. LP PY 2022 · 401(k)

Milestone Partners Management Co. 401(k) Plan · $4M · 16 · 48th

  • RANK $4M
  • PHOTO 16
  • IND 48th
  • EOY 401(k)
  • 5500 near Empire Automotive Group 401(k) Plan
  • ASSETS ind #3088

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 →

Milestone Partners Management Co. 401(k) Plan in the asset neighbourhood

Milestone Partners Management Co. 401(k) PlanMilestone Partners Managemen…$4MEmpire Automotive Group 401(k) PlanEmpire Automotive Group 401(…$4MDunn Heat Exchangers, Inc. 401(k) PlanDunn Heat Exchangers, Inc. 4…$4MBukas Lighting Group, Inc. 401(k) PlanBukas Lighting Group, Inc. 4…$4MDupree & Company Retirement PlanDupree & Company Retirement …$4M
End-of-year total assets ($M) among Milestone Partners Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Milestone Partners Management Co. LP multi-year asset trail

Sponsor-wide plan assets over time

All Milestone Partners Management Co. LP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.286458528650323% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.45M $5.09M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 15 $4M
2024 1 11 $5M

Milestone Partners Management Co. LP filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN200958931
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Milestone Partners Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Milestone Partners Management Co. 401(k) Plan, Total assets ($B): 0.004453231 · Participants: 16Milestone Partners Management Co. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Milestone Partners Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Milestone Partners Management Co. 401(k) Plan side-by-side with 3 peers →

Milestone Partners Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Empire Automotive Group 401(k) Plan in NY ($4M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Milestone Partners Management Co. 401(k) Plan assets move in 2022? ▼
Milestone Partners Management Co. 401(k) Plan declined sharply - down 23.9% during 2022, from $6M to $4M. Reported net income was -$1M.
How have Milestone Partners Management Co. LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Partners Management Co. LP's sponsor-wide assets grew 14.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Milestone Partners Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Empire Automotive Group 401(k) Plan in NY ($4M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Milestone Partners Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 200958931.

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.