Profit Sharing · DOL Form 5500 · 2024

Milestone Retirement Communities Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
722
Participants Near avg headcount
43rd
Percentile by assets National rank
$7,249
Avg per participant Low balance/head
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Official DOL plan name: Milestone Retirement Communities 401(k) Plan · Sponsored by Milestone Retirement Communities · Washington · Healthcare & Social Assistance

$5M in assets, 722 participants

Milestone Retirement Communities's Milestone Retirement Communities 401(k) Plan reported $5M in total assets and 722 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,796 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Milestone Retirement Communities 401(k) Plan covers 722 participants in Washington, about 49% of the average Washington filer (state average ~1,476 per filing). Assets: $5M.

#7,796
in Healthcare & Social Assistance (16,916 peers)
+4.0%
assets growth YoY

Milestone Retirement Communities 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Milestone Retirement Communities 401(k) Plan vs every filed plan by assets

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

$5,234,018 43rd percentile higher than 43% 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 Retirement Communities 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 Retirement Communities 401(k) Plan sits mid-pack in the medium band (722 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milestone Retirement Communities 401(k) Plan reported participants fell from 980 in the plan year 2023 filing to 722 in the plan year 2024 filing.
  • Milestone Retirement Communities 401(k) Plan reported net income rose from $168K in the plan year 2023 filing to $199K in the plan year 2024 filing.
  • Milestone Retirement Communities 401(k) Plan end-of-year assets rose from $5M 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 814756997 · Milestone Retirement Communities PY 2024 · Profit Sharing

Milestone Retirement Communities 401(k) Plan · $5M · 722 · 43rd

  • VS-ST $5M
  • BOY 722
  • SCH 43rd
  • EBSA Profit Sharing
  • PART near 535 Main LLC Profit Sharing Plan
  • TYPE ind #7796

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Milestone Retirement Communities 401(k) Plan in the asset neighbourhood

535 Main LLC Profit Sharing Plan535 Main LLC Profit Sharing …$5MMilestone Retirement Communities 401(k) PlanMilestone Retirement Communi…$5MNjp Sports Inc. Profit Sharing PlanNjp Sports Inc. Profit Shari…$5MPlan De Beneficios Y Capitalizacion Del Centro Comprensivo De CancerPlan De Beneficios Y Capital…$5MJoseph R Meyn, Dmd, PC Profit Sharing PlanJoseph R Meyn, Dmd, PC Profi…$5M
End-of-year total assets ($M) among Milestone Retirement Communities 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$199K
Employer EIN814756997
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milestone Retirement Communities)

Sponsor-wide plan assets over time

All Milestone Retirement Communities plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.549191668069076% vs 2022
2024 filing year
$4.8M$5M$5.2M$5.4M 202220232024 $4.87M $5.23M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 1,224 $5M
2023 1 980 $5M
2024 1 722 $5M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Milestone Retirement Communities 401(k) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Milestone Retirement Communities 401(k) Plan, Total assets ($M): 5.234018 · Participants: 722Milestone Retirement Communities 401(k) PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 680.146571 · Participants: 1926Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 650.542267 · Participants: 2593Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 561.583701 · Participants: 11865Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 497.670399 · Participants: 72804SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 262.703057 · Participants: 1633Western Washington Painters Defined Contribution Pension Plan
Milestone Retirement Communities 401(k) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Milestone Retirement Communities 401(k) Plan side-by-side with 3 peers →

Milestone Retirement Communities 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is 535 Main LLC Profit Sharing Plan in KY ($5M); by covered participants it is Schnuck Markets, Inc. Profit Sharing Plan in MO (721 participants). Same-state nearby plans are listed separately above.

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 Retirement Communities 401(k) Plan assets move in 2024? ▼
Milestone Retirement Communities 401(k) Plan edged up modestly - up 4.0% during 2024, from $5M to $5M. Reported net income was $199K.
How have Milestone Retirement Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone Retirement Communities's sponsor-wide assets grew 7.5%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Milestone Retirement Communities 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 535 Main LLC Profit Sharing Plan in KY ($5M, 284 participants).
Which Profit Sharing plans cover a similar participant headcount to Milestone Retirement Communities 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schnuck Markets, Inc. Profit Sharing Plan in MO (721 participants, $54M 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 814756997.

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.