401(k) · DOL Form 5500 · 2023

Milestone Therapy LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
107
Participants Small participant base
26th
Percentile by assets National rank
$12,535
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Milestone Therapy 401(k) Plan · Sponsored by Milestone Therapy LLC · Indiana · Healthcare & Social Assistance

$1M in assets, 107 participants

Milestone Therapy LLC's Milestone Therapy 401(k) Plan reported $1M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,028 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Milestone Therapy 401(k) Plan covers 107 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $1M.

#4,028
in Healthcare & Social Assistance (17,684 peers)
+43.1%
assets growth YoY

Milestone Therapy 401(k) Plan among the smaller filed plans by assets

Milestone Therapy 401(k) Plan vs every filed plan by assets

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

$1,341,194 26th percentile higher than 26% 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 Therapy 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milestone Therapy 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milestone Therapy 401(k) Plan reported net income rose from $77K in the plan year 2022 filing to $404K in the plan year 2023 filing.
  • Milestone Therapy 401(k) Plan end-of-year assets rose from $937K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Milestone Therapy 401(k) Plan reported participants fell from 122 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010719458 · Milestone Therapy LLC PY 2023 · 401(k)

Milestone Therapy 401(k) Plan · $1M · 107 · 26th

  • TYPE $1M
  • TYPE 107
  • TYPE 26th
  • TYPE 401(k)
  • TYPE near Newport Network Solutions 401 (K) Profit Sharing Plan and Trust
  • TYPE ind #4028

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Milestone Therapy 401(k) Plan in the asset neighbourhood

Milestone Therapy 401(k) Plan$1MNewport Network Solutions 401 (K) Profit Sharing Plan and TrustNewport Network Solutions 40…$1MEqt Redwood Residential 401(k) PlanEqt Redwood Residential 401(…$1MLtdp, Inc. 401(k) Plan$1MThe Whiting-Turner Contracting Company Hourly Craft 401(k) PlanThe Whiting-Turner Contracti…$1M
End-of-year total assets ($M) among Milestone Therapy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$937K
Net Assets (End of Year)$1M
Net Income$404K
Employer EIN010719458
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milestone Therapy LLC)

Sponsor-wide plan assets over time

All Milestone Therapy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 93.84722074042462% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.94M $1.82M ▲ +93.6%
Year Plans Participants Total Assets
2022 1 122 $937K
2023 1 107 $1M
2024 1 115 $2M

Nearby 401(k) Plans in Indiana

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

Milestone Therapy 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Milestone Therapy 401(k) Plan, Total assets ($B): 0.001341194 · Participants: 107Milestone Therapy 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Milestone Therapy 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Milestone Therapy 401(k) Plan side-by-side with 3 peers →

Milestone Therapy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Newport Network Solutions 401 (K) Profit Sharing Plan and Trust in WI ($1M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Therapy 401(k) Plan assets move in 2023? ▼
Milestone Therapy 401(k) Plan surged - up 43.1% during 2023, from $937K to $1M. Reported net income was $404K.
How have Milestone Therapy LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Therapy LLC's sponsor-wide assets grew 93.8%, from $937K to $2M.
Which 401(k) plans are similar in size to Milestone Therapy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newport Network Solutions 401 (K) Profit Sharing Plan and Trust in WI ($1M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Milestone Therapy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A 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 010719458.

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.