401(k) · DOL Form 5500 · 2024

Milestone Partners Management Co. LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
42nd
Percentile by assets National rank
$462,676
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

$5M in assets, 11 participants

Milestone Partners Management Co. LP's Milestone Partners Management Co. 401(k) Plan reported $5M in total assets and 11 participants in its 2024 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.

  • #2,438 in Finance & Insurance (8,549 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 $5M / 11 participants.

#2,438
in Finance & Insurance (8,549 peers)
+16.7%
assets growth YoY

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 2024 · DOL Form 5500

$5,089,440 42nd percentile higher than 42% of 123,620 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 2024

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

Plan-year 2024 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 (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milestone Partners Management Co. 401(k) Plan reported net income rose from -$92K in the plan year 2023 filing to $728K in the plan year 2024 filing.
  • Milestone Partners Management Co. 401(k) Plan reported participants fell from 15 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Milestone Partners Management Co. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200958931 · Milestone Partners Management Co. LP PY 2024 · 401(k)

Milestone Partners Management Co. 401(k) Plan · $5M · 11 · 42nd

  • BOY $5M
  • SCH 11
  • EBSA 42nd
  • PART 401(k)
  • TYPE near Nabfly Inc. Dba Bespoke Post 401(k) Plan
  • NET ind #2438

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…$5MNabfly Inc. Dba Bespoke Post 401(k) PlanNabfly Inc. Dba Bespoke Post…$5MSterling Builder Group, Inc. 401(k) PlanSterling Builder Group, Inc.…$5MRipu Arora 401(k) Profit Sharing PlanRipu Arora 401(k) Profit Sha…$5MVdv Management Company 401(k) PlanVdv Management Company 401(k…$5M
End-of-year total assets ($M) among Milestone Partners Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$728K
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Milestone Partners Management Co. 401(k) Plan, Total assets ($B): 0.00508944 · Participants: 11Milestone Partners Management Co. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 Nabfly Inc. Dba Bespoke Post 401(k) Plan in NY ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Milestone Partners Management Co. 401(k) Plan grew sharply - up 16.7% during 2024, from $4M to $5M. Reported net income was $728K.
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 Nabfly Inc. Dba Bespoke Post 401(k) Plan in NY ($5M, 87 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 Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.