401(k) · DOL Form 5500 · 2024

Milestone Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
212
Participants Below avg headcount
76th
Percentile by assets National rank
$133,136
Avg per participant Near avg balance/head
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Official DOL plan name: Milestone Systems, Inc. 401(k) Plan · Sponsored by Milestone Systems, Inc. · Oregon · Administrative & Support Services

$28M in assets, 212 participants

Milestone Systems, Inc.'s Milestone Systems, Inc. 401(k) Plan reported $28M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,840 in Administrative & Support Services (4,368 peers)

Coverage in Oregon

Milestone Systems, Inc. 401(k) Plan covers 212 participants in Oregon, about 48% of the average Oregon filer (state average ~443 per filing). Assets: $28M.

#3,840
in Administrative & Support Services (4,368 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Milestone Systems, Inc. 401(k) Plan's outsized position by total assets

Milestone Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$28,224,780 Top 24% higher than 76% 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 Systems, Inc. 401(k) 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 Systems, Inc. 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milestone Systems, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Milestone Systems, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Milestone Systems, Inc. 401(k) Plan reported participants fell from 233 in the plan year 2023 filing to 212 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202338847 · Milestone Systems, Inc. PY 2024 · 401(k)

Milestone Systems, Inc. 401(k) Plan · $28M · 212 · 76th

  • BOOK $28M
  • BOOK 212
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Houston Zoo Employees' 401(k) Plan
  • BOOK ind #3840

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Milestone Systems, Inc. 401(k) Plan in the asset neighbourhood

Houston Zoo Employees' 401(k) PlanHouston Zoo Employees' 401(k…$28MGastrointestinal Associates, S.C. 401(k) Profit Sharing PlanGastrointestinal Associates,…$28MCrisis24, Inc. 401(k) Profit Sharing PlanCrisis24, Inc. 401(k) Profit…$28MUltisat Inc. 401(k) Plan$28MMilestone Systems, Inc. 401(k) PlanMilestone Systems, Inc. 401(…$28M
End-of-year total assets ($M) among Milestone Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN202338847
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milestone Systems, Inc.)

Sponsor-wide plan assets over time

All Milestone Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 52.92344221675649% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $28.2M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 185 $18M
2023 1 233 $25M
2024 1 212 $28M

Nearby 401(k) Plans in Oregon

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

Milestone Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Milestone Systems, Inc. 401(k) Plan, Total assets ($B): 0.02822478 · Participants: 212Milestone Systems, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Milestone Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Milestone Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Milestone Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Houston Zoo Employees' 401(k) Plan in TX ($28M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Systems, Inc. 401(k) Plan assets move in 2024? ▼
Milestone Systems, Inc. 401(k) Plan grew at a solid clip - up 15.0% during 2024, from $25M to $28M. Reported net income was $4M.
How have Milestone Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Systems, Inc.'s sponsor-wide assets grew 52.9%, from $18M to $28M.
Where does Milestone Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Milestone Systems, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Milestone Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Houston Zoo Employees' 401(k) Plan in TX ($28M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Milestone Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants, $4M 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 202338847.

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.