401(k) · DOL Form 5500 · 2022

Milestone, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
469
Participants Below avg headcount
58th
Percentile by assets National rank
$15,280
Avg per participant Low balance/head
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Official DOL plan name: Milestone, Inc. Retirement Plan · Sponsored by Milestone, Inc. · Illinois · Other Services

$7M in assets, 469 participants

Milestone, Inc.'s Milestone, Inc. Retirement Plan reported $7M in total assets and 469 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,287 in Other Services (8,398 peers)

Milestone, Inc. multi-year trail

Milestone, Inc.'s plans moved +42.4% in assets from 2022 to 2024; this filing shows Milestone, Inc. Retirement Plan at $7M / 469 participants.

#6,287
in Other Services (8,398 peers)
+9.3%
assets growth YoY

Milestone, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Milestone, Inc. Retirement Plan vs every filed plan by assets

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

$7,166,351 Top 42% higher than 58% 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, Inc. 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, Inc. Retirement Plan sits mid-pack in the medium band (469 participants).

Form 5500 schedule snapshot

Filing strip 362769801 · Milestone, Inc. PY 2022 · 401(k)

Milestone, Inc. Retirement Plan · $7M · 469 · 58th

  • PCT $7M
  • EIN 469
  • RANK 58th
  • PHOTO 401(k)
  • IND near Trinity Trailer Mfg., Inc. 401(k) and Profit Sharing Plan
  • EOY ind #6287

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 Illinois →

Milestone, Inc. Retirement Plan in the asset neighbourhood

Milestone, Inc. Retirement PlanMilestone, Inc. Retirement P…$7MTrinity Trailer Mfg., Inc. 401(k) and Profit Sharing PlanTrinity Trailer Mfg., Inc. 4…$7MRussell Marine 401(k) Plan$7MAdvanced Supply Chain International 401(k) Profit Sharing Plan and TrustAdvanced Supply Chain Intern…$7MMonoprice, Inc. 401(k) Retirement PlanMonoprice, Inc. 401(k) Retir…$7M
End-of-year total assets ($M) among Milestone, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Milestone, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Milestone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.439576292034815% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.17M $10.2M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 469 $7M
2023 1 436 $9M
2024 1 448 $10M

Milestone, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$611K
Employer EIN362769801
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Milestone, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Milestone, Inc. Retirement Plan, Total assets ($B): 0.007166351 · Participants: 469Milestone, Inc. Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Milestone, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Milestone, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Trinity Trailer Mfg., Inc. 401(k) and Profit Sharing Plan in ID ($7M); by covered participants it is Preferred Employer Plan Fbo Madwire, LLC in AZ (469 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (469 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, Inc. Retirement Plan assets move in 2022? ▼
Milestone, Inc. Retirement Plan grew at a solid clip - up 9.3% during 2022, from $7M to $7M. Reported net income was $611K.
How have Milestone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone, Inc.'s sponsor-wide assets grew 42.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Milestone, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trinity Trailer Mfg., Inc. 401(k) and Profit Sharing Plan in ID ($7M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Milestone, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Madwire, LLC in AZ (469 participants, $8M 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 362769801.

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.