401(k) · DOL Form 5500 · 2023

Milestone Partners Management Co. LP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
42nd
Percentile by assets National rank
$290,764
Avg per participant High balance/head
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Official DOL plan name: Milestone Partners Management Co. 401(k) Plan · Sponsored by Milestone Partners Management Co. LP · Pennsylvania · Finance & Insurance

$4M in assets, 15 participants

Milestone Partners Management Co. LP's Milestone Partners Management Co. 401(k) Plan reported $4M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,599 in Finance & Insurance (8,869 peers)

Milestone Partners Management Co. LP multi-year trail

Milestone Partners Management Co. LP's plans moved +14.3% in assets from 2022 to 2024; this filing shows Milestone Partners Management Co. 401(k) Plan at $4M / 15 participants.

#2,599
in Finance & Insurance (8,869 peers)
-2.1%
assets change YoY

The plan reported a net loss of $92K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milestone Partners Management Co. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Milestone Partners Management Co. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,361,464 42nd percentile higher than 42% of 127,068 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 2023

Milestone Partners Management Co. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milestone Partners Management Co. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milestone Partners Management Co. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$92K in the plan year 2023 filing.
  • Milestone Partners Management Co. 401(k) Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Milestone Partners Management Co. 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200958931 · Milestone Partners Management Co. LP PY 2023 · 401(k)

Milestone Partners Management Co. 401(k) Plan · $4M · 15 · 42nd

  • EIN $4M
  • RANK 15
  • PHOTO 42nd
  • IND 401(k)
  • EOY near City Hill Company, (Guam) Ltd 401(k) Profit Sharing Plan
  • 5500 ind #2599

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Milestone Partners Management Co. 401(k) Plan in the asset neighbourhood

Milestone Partners Management Co. 401(k) PlanMilestone Partners Managemen…$4MCity Hill Company, (Guam) Ltd 401(k) Profit Sharing PlanCity Hill Company, (Guam) Lt…$4MPacific Global Investment Management Co. 401(k) PlanPacific Global Investment Ma…$4MUniversity Management, Inc. Employees Profit Sharing Plan and TrustUniversity Management, Inc. …$4MShared Hospital Services 401(k) Retirement PlanShared Hospital Services 401…$4M
End-of-year total assets ($M) among Milestone Partners Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Milestone Partners Management Co. LP multi-year asset trail

Sponsor-wide plan assets over time

All Milestone Partners Management Co. LP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.286458528650323% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.45M $5.09M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 15 $4M
2024 1 11 $5M

Milestone Partners Management Co. LP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$92K
Employer EIN200958931
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Milestone Partners Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Milestone Partners Management Co. 401(k) Plan, Total assets ($B): 0.004361464 · Participants: 15Milestone Partners Management Co. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Milestone Partners Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Milestone Partners Management Co. 401(k) Plan side-by-side with 3 peers →

Milestone Partners Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is City Hill Company, (Guam) Ltd 401(k) Profit Sharing Plan in GU ($4M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milestone Partners Management Co. 401(k) Plan assets move in 2023? ▼
Milestone Partners Management Co. 401(k) Plan edged down modestly - down 2.1% during 2023, from $4M to $4M. Reported net income was -$92K.
How have Milestone Partners Management Co. LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Partners Management Co. LP's sponsor-wide assets grew 14.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Milestone Partners Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is City Hill Company, (Guam) Ltd 401(k) Profit Sharing Plan in GU ($4M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Milestone Partners Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200958931.

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.