401(k) · DOL Form 5500 · 2024

Milestone Administrative Services LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
156
Participants Small participant base
50th
Percentile by assets National rank
$48,150
Avg per participant Low balance/head
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Official DOL plan name: Milestone Administrative Services LLC 401(k) Profit Sharing Plan · Sponsored by Milestone Administrative Services LLC · Texas · Construction

$8M in assets, 156 participants

Milestone Administrative Services LLC's Milestone Administrative Services LLC 401(k) Profit Sharing Plan reported $8M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,369 in Construction (9,039 peers)

Coverage in Texas

Milestone Administrative Services LLC 401(k) Profit Sharing Plan covers 156 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#4,369
in Construction (9,039 peers)
+17.1%
assets growth YoY

Milestone Administrative Services LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Milestone Administrative Services LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,511,402 Top 50% higher than 50% 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 Administrative Services LLC 401(k) Profit Sharing 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 Administrative Services LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milestone Administrative Services LLC 401(k) Profit Sharing Plan reported net income rose from $611K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Milestone Administrative Services LLC 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Milestone Administrative Services LLC 401(k) Profit Sharing Plan reported participants fell from 166 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813519479 · Milestone Administrative Services LLC PY 2024 · 401(k)

Milestone Administrative Services LLC 401(k) Profit Sharing Plan · $8M · 156 · 50th

  • VS-ST $8M
  • BOY 156
  • SCH 50th
  • EBSA 401(k)
  • PART near Dkw Communications, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #4369

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 Construction retirement plans → · Plans in Texas →

Milestone Administrative Services LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Milestone Administrative Services LLC 401(k) Profit Sharing PlanMilestone Administrative Ser…$8MDkw Communications, Inc. 401(k) Profit Sharing Plan and TrustDkw Communications, Inc. 401…$8MAveshka, Inc. 401(k) Retirement Savings PlanAveshka, Inc. 401(k) Retirem…$8MMiller Industries 401(k) Profit Sharing PlanMiller Industries 401(k) Pro…$8MCustom Products Retirement PlanCustom Products Retirement P…$8M
End-of-year total assets ($M) among Milestone Administrative Services LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN813519479
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milestone Administrative Services LLC)

Sponsor-wide plan assets over time

All Milestone Administrative Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 30.883988557542573% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.74M $7.51M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 182 $6M
2023 1 166 $6M
2024 1 156 $8M

Nearby 401(k) Plans in Texas

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

Milestone Administrative Services LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Milestone Administrative Services LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.007511402 · Participants: 156Milestone Administrative Services LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Milestone Administrative Services LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Milestone Administrative Services LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Milestone Administrative Services LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dkw Communications, Inc. 401(k) Profit Sharing Plan and Trust in DC ($8M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Administrative Services LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Milestone Administrative Services LLC 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2024, from $6M to $8M. Reported net income was $1M.
How have Milestone Administrative Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Administrative Services LLC's sponsor-wide assets grew 30.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Milestone Administrative Services LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dkw Communications, Inc. 401(k) Profit Sharing Plan and Trust in DC ($8M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Milestone Administrative Services LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A 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 813519479.

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.