401(k) · DOL Form 5500 · 2023

Milestone Services Company, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 169
Participants Small participant base: 73rd
Percentile by assets National rank: $119,344
Avg per participant Near avg balance/head

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Official DOL plan name: Milestone Retirement Plan · Sponsored by Milestone Services Company, LLC · Missouri · Real Estate

$20M in assets, 169 participants

Milestone Services Company, LLC's Milestone Retirement Plan reported $20M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#4,116 in Real Estate (4,727 peers)

Coverage in Missouri

Milestone Retirement Plan covers 169 participants in Missouri, about 23% of the average Missouri filer (state average ~737 per filing). Assets: $20M.

#4,116
in Real Estate (4,727 peers): +34.5%
assets growth YoY

Milestone Retirement Plan's outsized position by total assets

Milestone Retirement Plan vs every filed plan by assets

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

$20,169,070 Top 27% higher than 73% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Milestone Retirement 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 Retirement Plan sits mid-pack in the medium band (169 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Milestone Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Milestone Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Milestone Retirement Plan reported participants rose from 164 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320542197 · Milestone Services Company, LLC PY 2023 · 401(k)

Milestone Retirement Plan · $20M · 169 · 73rd

5500 $20M
ASSETS 169
PCT 73rd
EIN 401(k)
RANK near Washington Radiology Associates, PLLC Profit Sharing Plan
PHOTO ind #4116

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 Real Estate retirement plans → · Plans in Missouri →

End-of-year total assets ($M) among Milestone Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$20M
Net Income	$5M
Employer EIN	320542197
Plan Effective Date	2016-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Milestone Services Company, LLC)

Latest sponsor-wide plan assets: $23M 53.92796479810254% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	164	$15M
2023	1	169	$20M
2024	1	170	$23M

Nearby 401(k) Plans in Missouri

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

Milestone Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Milestone Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Washington Radiology Associates, PLLC Profit Sharing Plan in VA ($20M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Washington Radiology Associates, PLLC Profit Sharing Plan (VA) $20M · 21
The Milford Bank 401(k) Profit Sharing Plan with Cash or Deferred Arrangement (CT) $20M · 81
California Bank of Commerce Profit Sharing 401(k) Plan (CA) $20M · 153
Team Karl Malone 401(k) Plan (UT) $20M · 500

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

Baker Roofing Company 401(k) Profit Sharing Plan (NC) 169 · 0 off
Color Image Apparel, Inc. 401(k) Profit Sharing Plan (CA) 169 · 0 off
Color Image Apparel, Inc. 401(k) Profit Sharing Plan B (CA) 169 · 0 off
Pcsb Bank 401(k) Savings Plan (NY) 169 · 0 off

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 Retirement Plan assets move in 2023? ▼

Milestone Retirement Plan surged - up 34.5% during 2023, from $15M to $20M. Reported net income was $5M.

How have Milestone Services Company, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Milestone Services Company, LLC's sponsor-wide assets grew 53.9%, from $15M to $23M.

Which 401(k) plans are similar in size to Milestone Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Washington Radiology Associates, PLLC Profit Sharing Plan in VA ($20M, 21 participants).

Which 401(k) plans cover a similar participant headcount to Milestone Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 320542197.