Profit Sharing · DOL Form 5500 · 2024
Milestone Senior Services, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $35,078
- Avg per participant Low balance/head
Official DOL plan name: Milestone Senior Services 403(b) Retirement Savings Plan · Sponsored by Milestone Senior Services, Inc. · Michigan · Other Services
$6M in assets, 165 participants
Milestone Senior Services, Inc.'s Milestone Senior Services 403(b) Retirement Savings Plan reported $6M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #5,102 in Other Services (7,719 peers)
Coverage in Michigan
Milestone Senior Services 403(b) Retirement Savings Plan covers 165 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $6M.
- #5,102
- in Other Services (7,719 peers)
- +14.7%
- assets growth YoY
Milestone Senior Services 403(b) Retirement Savings Plan's mid-pack asset rank among Other Services and all filers
Milestone Senior Services 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,787,902 45th percentile higher than 45% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Milestone Senior Services 403(b) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milestone Senior Services 403(b) Retirement Savings Plan sits mid-pack in the medium band (165 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milestone Senior Services 403(b) Retirement Savings Plan reported net income rose from $433K in the plan year 2023 filing to $740K in the plan year 2024 filing.
- Milestone Senior Services 403(b) Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Milestone Senior Services 403(b) Retirement Savings Plan reported participants fell from 186 in the plan year 2023 filing to 165 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 381747660 · Milestone Senior Services, Inc. PY 2024 · Profit Sharing
Milestone Senior Services 403(b) Retirement Savings Plan · $6M · 165 · 45th
- PHOTO $6M
- IND 165
- EOY 45th
- 5500 Profit Sharing
- ASSETS near Seamens Society for Children and Families 403(b) Plan
- PCT ind #5102
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 Other Services retirement plans → · Plans in Michigan →
Milestone Senior Services 403(b) Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $740K |
| Employer EIN | 381747660 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milestone Senior Services, Inc.)
Sponsor-wide plan assets over time
All Milestone Senior Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 25.395838772191897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $5M |
| 2023 | 1 | 186 | $5M |
| 2024 | 1 | 165 | $6M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
- Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
- NECA-IBEW Memphis Retirement Plan $230M · 2,755
- Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639
Milestone Senior Services 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Seamens Society for Children and Families 403(b) Plan in NY ($6M); by covered participants it is The Corning Museum of Glass Defined Contribution Retirement Plan in NY (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (165 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.