401(k) · DOL Form 5500 · 2022

Milestone Technologies, Inc 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
1,522
Participants Near avg headcount
87th
Percentile by assets National rank
$28,648
Avg per participant Low balance/head
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Official DOL plan name: Milestone Technologies, Inc 401(k) Profit Sharing Plan · Sponsored by Milestone Technologies, Inc · California · Manufacturing

$44M in assets, 1,522 participants

Milestone Technologies, Inc's Milestone Technologies, Inc 401(k) Profit Sharing Plan reported $44M in total assets and 1,522 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,637 in Manufacturing (20,602 peers)

Coverage in California

Milestone Technologies, Inc 401(k) Profit Sharing Plan covers 1,522 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $44M.

#16,637
in Manufacturing (20,602 peers)
+83.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $616K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milestone Technologies, Inc 401(k) Profit Sharing Plan's outsized position by total assets

Milestone Technologies, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$43,602,947 Top 13% higher than 87% 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 Technologies, Inc 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milestone Technologies, Inc 401(k) Profit Sharing Plan lands in the large band (1,522 participants).

Plan-year Form 5500 strip

Filing strip 943263696 · Milestone Technologies, Inc PY 2022 · 401(k)

Milestone Technologies, Inc 401(k) Profit Sharing Plan · $44M · 1,522 · 87th

  • 5500 $44M
  • ASSETS 1,522
  • PCT 87th
  • EIN 401(k)
  • RANK near Teneo Holdings LLC 401(k) Plan
  • PHOTO ind #16637

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 Manufacturing retirement plans → · Plans in California →

Milestone Technologies, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Teneo Holdings LLC 401(k) PlanTeneo Holdings LLC 401(k) Pl…$44MRyder Scott Company Petroleum Engineers Profit Sharing PlanRyder Scott Company Petroleu…$44MHop Energy, LLC 401(k) Plan$44MMilestone Technologies, Inc 401(k) Profit Sharing PlanMilestone Technologies, Inc …$44MCentral Ohio Hospitalists, Inc. 401(k) PlanCentral Ohio Hospitalists, I…$44M
End-of-year total assets ($M) among Milestone Technologies, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$44M
Net Income-$616K
Employer EIN943263696
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milestone Technologies, Inc)

Sponsor-wide plan assets over time

All Milestone Technologies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$64M 46.38276169727702% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.6M $63.8M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 1,522 $44M
2023 1 1,923 $55M
2024 1 1,694 $64M

Nearby 401(k) Plans in California

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

Milestone Technologies, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Milestone Technologies, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.043602947 · Participants: 1522Milestone Technologies, Inc 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Milestone Technologies, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Milestone Technologies, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Milestone Technologies, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Teneo Holdings LLC 401(k) Plan in NY ($44M); by covered participants it is Amtel, LLC 401(k) Plan in TX (1,522 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,522 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 Technologies, Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
Milestone Technologies, Inc 401(k) Profit Sharing Plan surged - up 83.4% during 2022, from $24M to $44M. Reported net income was -$616K.
How have Milestone Technologies, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Technologies, Inc's sponsor-wide assets grew 46.4%, from $44M to $64M.
Where does Milestone Technologies, Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Milestone Technologies, Inc 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Milestone Technologies, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teneo Holdings LLC 401(k) Plan in NY ($44M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Milestone Technologies, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amtel, LLC 401(k) Plan in TX (1,522 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 943263696.

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.