401(k) · DOL Form 5500 · 2022

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
322
Participants Below avg headcount
50th
Percentile by assets National rank
$15,253
Avg per participant Low balance/head
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Official DOL plan name: Secure Retirement Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$5M in assets, 322 participants

Plan Compliance Services, Inc.'s Secure Retirement Pooled Employer Plan reported $5M in total assets and 322 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,243 in Finance & Insurance (9,261 peers)

Plan Compliance Services, Inc. multi-year trail

Plan Compliance Services, Inc.'s plans moved +862.9% in assets from 2022 to 2024; this filing shows Secure Retirement Pooled Employer Plan at $5M / 322 participants.

#3,243
in Finance & Insurance (9,261 peers)
+24.8%
assets growth YoY

Secure Retirement Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Secure Retirement Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,911,597 Top 50% higher than 50% of 139,123 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 2022

Secure Retirement Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Secure Retirement Pooled Employer Plan sits mid-pack in the medium band (322 participants).

Plan-year Form 5500 strip

Filing strip 593708427 · Plan Compliance Services, Inc. PY 2022 · 401(k)

Secure Retirement Pooled Employer Plan · $5M · 322 · 50th

  • IND $5M
  • IND 322
  • IND 50th
  • IND 401(k)
  • IND near Lone Mountain Land Company, LLC 401(k) Profit Sharing Plan
  • IND ind #3243

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 Finance & Insurance retirement plans → · Plans in Florida →

Secure Retirement Pooled Employer Plan in the asset neighbourhood

Secure Retirement Pooled Employer PlanSecure Retirement Pooled Emp…$5MLone Mountain Land Company, LLC 401(k) Profit Sharing PlanLone Mountain Land Company, …$5MMob Scene 401(k) Plan$5MArdmore Home Design, Inc. 401(k) Profit Sharing PlanArdmore Home Design, Inc. 40…$5MHoney Baked Ham, Inc. Retirement PlanHoney Baked Ham, Inc. Retire…$5M
End-of-year total assets ($M) among Secure Retirement Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Plan Compliance Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Plan Compliance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$337M 862.9360200109807% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $35M $337M ▲ +863.0%
Year Plans Participants Total Assets
2022 14 1,174 $35M
2023 21 6,964 $138M
2024 21 8,353 $337M

Plan Compliance Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$976K
Employer EIN593708427
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Secure Retirement Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Secure Retirement Pooled Employer Plan, Total assets ($B): 0.004911597 · Participants: 322Secure Retirement Pooled Employer PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Secure Retirement Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Secure Retirement Pooled Employer Plan side-by-side with 3 peers →

Secure Retirement Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lone Mountain Land Company, LLC 401(k) Profit Sharing Plan in MT ($5M); by covered participants it is Ipc 401(k) Plan in MA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Secure Retirement Pooled Employer Plan assets move in 2022? ▼
Secure Retirement Pooled Employer Plan grew sharply - up 24.8% during 2022, from $4M to $5M. Reported net income was $976K.
How have Plan Compliance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan Compliance Services, Inc.'s sponsor-wide assets grew 862.9%, from $35M to $337M.
Which 401(k) plans are similar in size to Secure Retirement Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lone Mountain Land Company, LLC 401(k) Profit Sharing Plan in MT ($5M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Secure Retirement Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ipc 401(k) Plan in MA (322 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593708427.

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.