401(k) · DOL Form 5500 · 2023

Milestone Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
233
Participants Below avg headcount
76th
Percentile by assets National rank
$105,371
Avg per participant Below avg balance/head
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Official DOL plan name: Milestone Systems, Inc. 401(k) Plan · Sponsored by Milestone Systems, Inc. · Oregon · Administrative & Support Services

$25M in assets, 233 participants

Milestone Systems, Inc.'s Milestone Systems, Inc. 401(k) Plan reported $25M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,843 in Administrative & Support Services (4,372 peers)

Where Milestone Systems, Inc. 401(k) Plan sits by assets

Milestone Systems, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 233 participants (~$105,371/participant), up 33.0% in 2023.

#3,843
in Administrative & Support Services (4,372 peers)
+33.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Milestone Systems, Inc. 401(k) Plan's outsized position by total assets

Milestone Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$24,551,471 Top 24% higher than 76% 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 Systems, Inc. 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 Systems, Inc. 401(k) Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milestone Systems, Inc. 401(k) Plan reported net income rose from -$858K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Milestone Systems, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Milestone Systems, Inc. 401(k) Plan reported participants rose from 185 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202338847 · Milestone Systems, Inc. PY 2023 · 401(k)

Milestone Systems, Inc. 401(k) Plan · $25M · 233 · 76th

  • BOY $25M
  • BOY 233
  • BOY 76th
  • BOY 401(k)
  • BOY near Kiekert USA, Inc. 401(k) Plan
  • BOY ind #3843

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Milestone Systems, Inc. 401(k) Plan in the asset neighbourhood

Milestone Systems, Inc. 401(k) PlanMilestone Systems, Inc. 401(…$25MKiekert USA, Inc. 401(k) Plan$25MJanus Et Cie 401(k) Profit Sharing PlanJanus Et Cie 401(k) Profit S…$25MManagement Services Network LLC 401(k) Profit Sharing Plan and TrustManagement Services Network …$25MIata U.S. Group Retirement PlanIata U.S. Group Retirement P…$25M
End-of-year total assets ($M) among Milestone Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN202338847
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milestone Systems, Inc.)

Sponsor-wide plan assets over time

All Milestone Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 52.92344221675649% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $28.2M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 185 $18M
2023 1 233 $25M
2024 1 212 $28M

Nearby 401(k) Plans in Oregon

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

Milestone Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Milestone Systems, Inc. 401(k) Plan, Total assets ($B): 0.024551471 · Participants: 233Milestone Systems, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Milestone Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Milestone Systems, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Kiekert USA, Inc. 401(k) Plan in MI ($25M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Systems, Inc. 401(k) Plan assets move in 2023? ▼
Milestone Systems, Inc. 401(k) Plan surged - up 33.0% during 2023, from $18M to $25M. Reported net income was $6M.
How have Milestone Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Systems, Inc.'s sponsor-wide assets grew 52.9%, from $18M to $28M.
Where does Milestone Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Milestone Systems, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Milestone Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kiekert USA, Inc. 401(k) Plan in MI ($25M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Milestone Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 202338847.

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.