401(k) · DOL Form 5500 · 2022

Milestone Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
185
Participants Below avg headcount
76th
Percentile by assets National rank
$99,767
Avg per participant Below avg balance/head
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Official DOL plan name: Milestone Systems, Inc. 401(k) Plan · Sponsored by Milestone Systems, Inc. · Oregon · Administrative & Support Services

$18M in assets, 185 participants

Milestone Systems, Inc.'s Milestone Systems, Inc. 401(k) Plan reported $18M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,374 in Administrative & Support Services (4,927 peers)

Coverage in Oregon

Milestone Systems, Inc. 401(k) Plan covers 185 participants in Oregon, about 42% of the average Oregon filer (state average ~443 per filing). Assets: $18M.

#4,374
in Administrative & Support Services (4,927 peers)
-4.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $858K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milestone Systems, Inc. 401(k) Plan's outsized position by total assets

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

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

$18,456,804 Top 24% higher than 76% 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 Systems, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milestone Systems, Inc. 401(k) Plan sits mid-pack in the medium band (185 participants).

Published 5500 schedule card

Filing strip 202338847 · Milestone Systems, Inc. PY 2022 · 401(k)

Milestone Systems, Inc. 401(k) Plan · $18M · 185 · 76th

  • NET $18M
  • BOOK 185
  • VS-ST 76th
  • BOY 401(k)
  • SCH near Harvey Companies Profit Sharing Plan
  • EBSA ind #4374

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 Administrative & Support Services retirement plans → · Plans in Oregon →

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

Milestone Systems, Inc. 401(k) PlanMilestone Systems, Inc. 401(…$18MHarvey Companies Profit Sharing PlanHarvey Companies Profit Shar…$18MColumbia Eye Clinic, P. a. 401(k) Profit Sharing PlanColumbia Eye Clinic, P. a. 4…$18MAccess Community Health Centers Retirement PlanAccess Community Health Cent…$18MElitech Group Inc Profit Sharing PlanElitech Group Inc Profit Sha…$18M
End-of-year total assets ($M) among Milestone Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$858K
Employer EIN202338847
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milestone Systems, Inc.)

Sponsor-wide plan assets over time

All Milestone Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 52.92344221675649% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $28.2M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 185 $18M
2023 1 233 $25M
2024 1 212 $28M

Nearby 401(k) Plans in Oregon

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

Milestone Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Milestone Systems, Inc. 401(k) Plan, Total assets ($B): 0.018456804 · Participants: 185Milestone Systems, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Milestone Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Milestone Systems, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Harvey Companies Profit Sharing Plan in NC ($18M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Systems, Inc. 401(k) Plan assets move in 2022? ▼
Milestone Systems, Inc. 401(k) Plan edged down modestly - down 4.4% during 2022, from $19M to $18M. Reported net income was -$858K.
How have Milestone Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Systems, Inc.'s sponsor-wide assets grew 52.9%, from $18M to $28M.
Where does Milestone Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Milestone Systems, Inc. 401(k) Plan ranks in the 76th 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 Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harvey Companies Profit Sharing Plan in NC ($18M, 913 participants).
Which 401(k) plans cover a similar participant headcount to Milestone Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 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 202338847.

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.