Milestone Retirement Communities retirement plans

Milestone Retirement Communities, Vancouver, WA. EIN 81-4756997. Annual reports 2016–2024. Also filed as Milestone Retirement Communities, LLC.

Milestone Retirement Communities has one active retirement plan on file, the Milestone Retirement Communities 401(k) Plan, with 865 participants and $5.2 million in assets in 2024. PCS Retirement has been its recordkeeper since 2019. No traditional pension plan appears in Milestone Retirement Communities's filings since 2016.

Active plans: 1
Participants: 865
Plan assets: $5.2 million
401(k) recordkeeper: PCS Retirement
Plans on file: 1
Industry: Health care

The plan

Milestone Retirement Communities 401(k) Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 81-4756997
Participants (2024): 865
Net assets (2024): $5.2 million
Recordkeeper: PCS RetirementEarlier: Standard (StanCorp) (2017–2018)
Plan administrator: Milestone Retirement Communities
201 Ne Park Plaza DR, Ste 105
Vancouver, WA 98684
(360) 882-4500As filed for 2024
In effect since: January 1, 2016

Plans merged into this one: Compass Pointe Healthcare 401(k) Plan (2018).

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	865	$5.2 million	PCS Retirement
2023	1,206	$5.0 million	PCS Retirement
2022	1,158	$4.9 million	PCS Retirement
2021	1,773	$6.7 million	PCS Retirement
2020	4,540	$6.5 million	PCS Retirement
2019	6,478	$7.7 million	PCS Retirement
2018	6,644	$5.9 million	Standard (StanCorp)
2017	1,610	$1.2 million	Standard (StanCorp)
2016	2,088	$242,775	not listed

If you had money in one of these plans

Call PCS Retirement, which runs the Milestone Retirement Communities 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((360) 882-4500). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Milestone Retirement Communities 401(k) Plan

If you had money in one of these plans

What these numbers are

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