401(k) · DOL Form 5500 · 2024

Milestone, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
448
Participants Below avg headcount
56th
Percentile by assets National rank
$22,785
Avg per participant Low balance/head
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Official DOL plan name: Milestone, Inc. Retirement Plan · Sponsored by Milestone, Inc. · Illinois · Other Services

$10M in assets, 448 participants

Milestone, Inc.'s Milestone, Inc. Retirement Plan reported $10M in total assets and 448 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,772 in Other Services (7,719 peers)

Milestone, Inc. multi-year trail

Milestone, Inc.'s plans moved +42.4% in assets from 2022 to 2024; this filing shows Milestone, Inc. Retirement Plan at $10M / 448 participants.

#5,772
in Other Services (7,719 peers)
+18.3%
assets growth YoY

Milestone, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Milestone, Inc. Retirement Plan vs every filed plan by assets

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

$10,207,720 Top 44% higher than 56% 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, Inc. Retirement 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, Inc. Retirement Plan sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milestone, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Milestone, Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Milestone, Inc. Retirement Plan reported participants rose from 436 in the plan year 2023 filing to 448 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362769801 · Milestone, Inc. PY 2024 · 401(k)

Milestone, Inc. Retirement Plan · $10M · 448 · 56th

  • BOOK $10M
  • BOOK 448
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near Clearvision Optical Company, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5772

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 Illinois →

Milestone, Inc. Retirement Plan in the asset neighbourhood

Milestone, Inc. Retirement PlanMilestone, Inc. Retirement P…$10MClearvision Optical Company, Inc. 401(k) Profit Sharing PlanClearvision Optical Company,…$10M401(a) Profit-Sharing Plan for Employees of the Bridge, Inc.401(a) Profit-Sharing Plan f…$10MUniversity Athletic Association 403b PlanUniversity Athletic Associat…$10MPure Flow, Inc. Employees' 401(k) Profit Sharing PlanPure Flow, Inc. Employees' 4…$10M
End-of-year total assets ($M) among Milestone, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Milestone, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Milestone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.439576292034815% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.17M $10.2M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 469 $7M
2023 1 436 $9M
2024 1 448 $10M

Milestone, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN362769801
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Milestone, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Milestone, Inc. Retirement Plan, Total assets ($B): 0.01020772 · Participants: 448Milestone, Inc. Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Milestone, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Milestone, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Clearvision Optical Company, Inc. 401(k) Profit Sharing Plan in NY ($10M); by covered participants it is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (448 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, Inc. Retirement Plan assets move in 2024? ▼
Milestone, Inc. Retirement Plan grew sharply - up 18.3% during 2024, from $9M to $10M. Reported net income was $2M.
How have Milestone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milestone, Inc.'s sponsor-wide assets grew 42.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Milestone, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearvision Optical Company, Inc. 401(k) Profit Sharing Plan in NY ($10M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Milestone, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants, $34M 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 362769801.

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.