401(k) · DOL Form 5500 · 2022
Milestone Services Company, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 164
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $91,429
- Avg per participant Below avg balance/head
Official DOL plan name: Milestone Retirement Plan · Sponsored by Milestone Services Company, LLC · Missouri · Real Estate
$15M in assets, 164 participants
Milestone Services Company, LLC's Milestone Retirement Plan reported $15M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,343 in Real Estate (5,057 peers)
Coverage in Missouri
Milestone Retirement Plan covers 164 participants in Missouri, about 22% of the average Missouri filer (state average ~737 per filing). Assets: $15M.
- #4,343
- in Real Estate (5,057 peers)
- -7.3%
- 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 Retirement Plan's outsized position by total assets
Milestone Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,994,419 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Milestone Retirement 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 Retirement Plan sits mid-pack in the medium band (164 participants).
Form 5500 schedule snapshot
Filing strip 320542197 · Milestone Services Company, LLC PY 2022 · 401(k)
Milestone Retirement Plan · $15M · 164 · 73rd
- IND $15M
- IND 164
- IND 73rd
- IND 401(k)
- IND near Vion Corporation Profit Sharing Plan
- IND ind #4343
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 Real Estate retirement plans → · Plans in Missouri →
Milestone Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$1M |
| Employer EIN | 320542197 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milestone Services Company, LLC)
Sponsor-wide plan assets over time
All Milestone Services Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 53.92796479810254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $15M |
| 2023 | 1 | 169 | $20M |
| 2024 | 1 | 170 | $23M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Milestone Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Vion Corporation Profit Sharing Plan in VA ($15M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Vion Corporation Profit Sharing Plan (VA) $15M · 45
- Carroll Daniel Construction Company Retirement Plan (GA) $15M · 269
- Evans General Contractors, LLC 401(k) Plan (GA) $15M · 249
- Hub Pen Company, LLC 401(k) Plan (MA) $15M · 167
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Inserv Corp. 401(k) Profit Sharing Plan (NC) 164 · 0 off
- Energy Management Collaborative 401 (K) Plan (MN) 164 · 0 off
- Groschopp 401(k) Profit Sharing Plan (IA) 164 · 0 off
- Indiana University Credit Union 401(k) Plan (IN) 164 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.