Profit Sharing · DOL Form 5500 · 2022
Milestone Senior Services, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $35,234
- Avg per participant Low balance/head
Official DOL plan name: Milestone Senior Services 403(b) Retirement Savings Plan · Sponsored by Milestone Senior Services, Inc. · Michigan · Other Services
$5M in assets, 131 participants
Milestone Senior Services, Inc.'s Milestone Senior Services 403(b) Retirement Savings Plan reported $5M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #5,722 in Other Services (8,398 peers)
Coverage in Michigan
Milestone Senior Services 403(b) Retirement Savings Plan covers 131 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $5M.
- #5,722
- in Other Services (8,398 peers)
- -20.8%
- 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 Senior Services 403(b) Retirement Savings Plan's mid-pack asset rank among Other Services and all filers
Milestone Senior Services 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,615,705 49th percentile higher than 49% 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 Senior Services 403(b) Retirement Savings 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 Senior Services 403(b) Retirement Savings Plan sits mid-pack in the medium band (131 participants).
EBSA filing schedule strip
Filing strip 381747660 · Milestone Senior Services, Inc. PY 2022 · Profit Sharing
Milestone Senior Services 403(b) Retirement Savings Plan · $5M · 131 · 49th
- SCH $5M
- SCH 131
- SCH 49th
- SCH Profit Sharing
- SCH near Louisiana Wholesale Drug Co. Inc. Profit Sharing Plan
- SCH ind #5722
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 Other Services retirement plans → · Plans in Michigan →
Milestone Senior Services 403(b) Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 381747660 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milestone Senior Services, Inc.)
Sponsor-wide plan assets over time
All Milestone Senior Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 25.395838772191897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $5M |
| 2023 | 1 | 186 | $5M |
| 2024 | 1 | 165 | $6M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.6B · 15,480
- Construction Industry Retirement Fund of Rockford $475M · 10,395
- Ohio Carpenters' Annuity Plan $371M · 8,330
- IBEW Local 150 Supplemental Pension Fund $248M · 1,286
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $234M · 687
Milestone Senior Services 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Louisiana Wholesale Drug Co. Inc. Profit Sharing Plan in LA ($5M); by covered participants it is United Zion Retirement Community 403(b) Retirement in PA (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 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.