401(k) · DOL Form 5500 · 2024
Milestone Technologies, Inc 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 1,694
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $37,678
- Avg per participant Low balance/head
Official DOL plan name: Milestone Technologies, Inc 401(k) Profit Sharing Plan · Sponsored by Milestone Technologies, Inc · California · Manufacturing
$64M in assets, 1,694 participants
Milestone Technologies, Inc's Milestone Technologies, Inc 401(k) Profit Sharing Plan reported $64M in total assets and 1,694 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #14,377 in Manufacturing (17,777 peers)
Coverage in California
Milestone Technologies, Inc 401(k) Profit Sharing Plan covers 1,694 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $64M.
- #14,377
- in Manufacturing (17,777 peers)
- +15.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Milestone Technologies, Inc 401(k) Profit Sharing Plan's outsized position by total assets
Milestone Technologies, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,827,198 Top 13% higher than 87% 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 Technologies, Inc 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milestone Technologies, Inc 401(k) Profit Sharing Plan lands in the large band (1,694 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milestone Technologies, Inc 401(k) Profit Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Milestone Technologies, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Milestone Technologies, Inc 401(k) Profit Sharing Plan reported participants fell from 1,923 in the plan year 2023 filing to 1,694 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 943263696 · Milestone Technologies, Inc PY 2024 · 401(k)
Milestone Technologies, Inc 401(k) Profit Sharing Plan · $64M · 1,694 · 87th
- ASSETS $64M
- ASSETS 1,694
- ASSETS 87th
- ASSETS 401(k)
- ASSETS near Plumbers Local 68 Pension Plan of Defined Contribution Benefits
- ASSETS ind #14377
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 Manufacturing retirement plans → · Plans in California →
Milestone Technologies, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $8M |
| Employer EIN | 943263696 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milestone Technologies, Inc)
Sponsor-wide plan assets over time
All Milestone Technologies, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 46.38276169727702% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,522 | $44M |
| 2023 | 1 | 1,923 | $55M |
| 2024 | 1 | 1,694 | $64M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Milestone Technologies, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Plumbers Local 68 Pension Plan of Defined Contribution Benefits in TX ($64M); by covered participants it is Abiomed Retirement Savings Plan in MA (1,694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Plumbers Local 68 Pension Plan of Defined Contribution Benefits (TX) $64M · 1,628
- Pay and Save Inc 401(k) Plan (TX) $64M · 2,910
- Replacements, Ltd. 401(k) Plan (NC) $64M · 338
- Congress Asset Management Co. 401(k) Plan (MA) $64M · 61
Similar participant headcount
Nearest other-state filings by covered participants (1,694 participants); asset peers above are excluded.
- Abiomed Retirement Savings Plan (MA) 1,694 · 0 off
- American Food & Vending Corporation 401(k) Plan (NY) 1,694 · 0 off
- Rothman Institute 401(k) Profit Sharing Plan (PA) 1,694 · 0 off
- Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan (FL) 1,693 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.