Profit Sharing · DOL Form 5500 · 2023

Milestone Retirement Communities Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
980
Participants Near avg headcount
44th
Percentile by assets National rank
$5,138
Avg per participant Low balance/head
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Official DOL plan name: Milestone Retirement Communities 401(k) Plan · Sponsored by Milestone Retirement Communities · Washington · Healthcare & Social Assistance

$5M in assets, 980 participants

Milestone Retirement Communities's Milestone Retirement Communities 401(k) Plan reported $5M in total assets and 980 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,573 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Milestone Retirement Communities 401(k) Plan holds $5M for 980 participants - about $5,138 per participant, in the lower half of filed plans by assets.

#8,573
in Healthcare & Social Assistance (17,684 peers)
+3.5%
assets growth YoY

Milestone Retirement Communities 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$5,034,953 44th percentile higher than 44% 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 Retirement Communities 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 Retirement Communities 401(k) Plan sits mid-pack in the medium band (980 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milestone Retirement Communities 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $168K in the plan year 2023 filing.
  • Milestone Retirement Communities 401(k) Plan reported participants fell from 1,224 in the plan year 2022 filing to 980 in the plan year 2023 filing.
  • Milestone Retirement Communities 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814756997 · Milestone Retirement Communities PY 2023 · Profit Sharing

Milestone Retirement Communities 401(k) Plan · $5M · 980 · 44th

  • NET $5M
  • NET 980
  • NET 44th
  • NET Profit Sharing
  • NET near Halvoron Productions K Plan
  • NET ind #8573

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 Washington →

Milestone Retirement Communities 401(k) Plan in the asset neighbourhood

Joseph C.Lin, M.D. L.L.C. Profit Sharing PlanJoseph C.Lin, M.D. L.L.C. Pr…$5MC. Bernaschina & L. Rivera Profit Sharing Retirement PlanC. Bernaschina & L. Rivera P…$5MMilestone Retirement Communities 401(k) PlanMilestone Retirement Communi…$5MHalvoron Productions K Plan$5MPhx Holdings Retirement Plan$5M
End-of-year total assets ($M) among Milestone Retirement Communities 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$168K
Employer EIN814756997
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milestone Retirement Communities)

Sponsor-wide plan assets over time

All Milestone Retirement Communities plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.549191668069076% vs 2022
2024 filing year
$4.8M$5M$5.2M$5.4M 202220232024 $4.87M $5.23M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 1,224 $5M
2023 1 980 $5M
2024 1 722 $5M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Milestone Retirement Communities 401(k) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Milestone Retirement Communities 401(k) Plan, Total assets ($M): 5.034953 · Participants: 980Milestone Retirement Communities 401(k) PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
Milestone Retirement Communities 401(k) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Milestone Retirement Communities 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest Profit Sharing by assets is Halvoron Productions K Plan in CA ($5M); by covered participants it is Sheet Metal Workers Local Union No. 12 Annuity Fund in PA (980 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (980 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 Retirement Communities 401(k) Plan assets move in 2023? ▼
Milestone Retirement Communities 401(k) Plan edged up modestly - up 3.5% during 2023, from $5M to $5M. Reported net income was $168K.
How have Milestone Retirement Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Retirement Communities's sponsor-wide assets grew 7.5%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Milestone Retirement Communities 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Halvoron Productions K Plan in CA ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Milestone Retirement Communities 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sheet Metal Workers Local Union No. 12 Annuity Fund in PA (980 participants, $99M 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 814756997.

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.