401(k) · DOL Form 5500 · 2022

Firstservice Residential, Inc. 401(k) Plan

Data updated 2026-08-11

$214M
Total assets
17,352
Participants
96th
Percentile by assets
$12,338
Avg per participant
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Official DOL plan name: Firstservice Residential 401(k) Plan · Sponsored by Firstservice Residential, Inc. · Florida · Real Estate

$214M in assets, 17,352 participants

Firstservice Residential, Inc.'s Firstservice Residential 401(k) Plan reported $214M in total assets and 17,352 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #5,016 in Real Estate (5,057 peers)

Coverage in Florida

Firstservice Residential 401(k) Plan covers 17,352 participants in Florida, 28x the typical Florida plan (state average ~628 per filing). Assets: $214M.

$214M
total plan assets (2022 EOY)
17,352
covered participants
96th
percentile by assets (of 139,126 plans)
$12,338
avg assets per participant

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Firstservice Residential 401(k) Plan reports 17,352 participants - 28x that state average ($214M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$253M
Net Assets (End of Year)$214M
Net Income-$39M
Employer EIN161682850
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstservice Residential, Inc.)

$200M$250M$300M$350M 202220232024 $214M $328M ▲ +53.3%
Total plan assets by year, all Firstservice Residential, Inc. plans on file
Year Plans Participants Total Assets
2022 1 17,352 $214M
2023 1 16,805 $276M
2024 1 15,985 $328M

Nearby 401(k) Plans in Florida

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

Firstservice Residential 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Firstservice Residential 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100000200000300000400000 -5051015 Total assets ($B) Participants Firstservice Residen…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Firstservice Residential 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Scale composition for Firstservice Residential 401(k) Plan

Firstservice Residential 401(k) Plan reports $214M in end-of-year assets across 17,352 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $12,338 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$39M.

This plan identity (EIN 161682850, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $214M to $328M (+53.3%) while covered participants moved from 17,352 to 15,985 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 17,352 $214M This page
2023 16,805 $276M Open filing
2024 · index core 15,985 $328M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Firstservice Residential 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Firstservice Residential 401(k) Plan assets move in 2022?
Firstservice Residential 401(k) Plan declined sharply - down 15.3% during 2022, from $253M to $214M. Reported net income was -$39M.
How have Firstservice Residential, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Firstservice Residential, Inc.'s sponsor-wide assets grew 53.3%, from $214M to $328M.
Where does Firstservice Residential 401(k) Plan rank by assets among Form 5500 filers?
Firstservice Residential 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Firstservice Residential 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Medimpact Healthcare Systems, Inc. 401(k) Salary Savings Plan in CA ($214M, 1,824 participants).

Next read for Firstservice Residential 401(k) Plan

Filing takeaways

Ways to act on Firstservice Residential 401(k) Plan's numbers.

  • By total assets, Firstservice Residential 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Firstservice Residential, Inc.'s sponsor-wide assets have grown 53.3% since 2022 across 3 plan years on file. More Real Estate plans