401(k) · DOL Form 5500 · 2022

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
475
Participants Below avg headcount
35th
Percentile by assets National rank
$4,512
Avg per participant Low balance/head
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Official DOL plan name: Unison Risk Advisors Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$2M in assets, 475 participants

Plan Compliance Services, Inc.'s Unison Risk Advisors Pooled Employer Plan reported $2M in total assets and 475 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,188 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 Unison Risk Advisors Pooled Employer Plan at $2M / 475 participants.

#2,188
in Finance & Insurance (9,261 peers)
+623.5%
assets growth YoY

Unison Risk Advisors Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Unison Risk Advisors Pooled Employer Plan vs every filed plan by assets

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

$2,143,162 35th percentile higher than 35% 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

Unison Risk Advisors 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. Unison Risk Advisors Pooled Employer Plan sits mid-pack in the medium band (475 participants).

EBSA filing schedule strip

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

Unison Risk Advisors Pooled Employer Plan · $2M · 475 · 35th

  • ASSETS $2M
  • PCT 475
  • EIN 35th
  • RANK 401(k)
  • PHOTO near Quesenberry's, Inc. 401(k) Plan
  • IND ind #2188

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 →

Unison Risk Advisors Pooled Employer Plan in the asset neighbourhood

Unison Risk Advisors Pooled Employer PlanUnison Risk Advisors Pooled …$2MQuesenberry's, Inc. 401(k) PlanQuesenberry's, Inc. 401(k) P…$2MBullyan Trailer Sales 401(k) & Profit Sharing PlanBullyan Trailer Sales 401(k)…$2MHdl Coren & Cone 401(k) Profit Sharing PlanHdl Coren & Cone 401(k) Prof…$2MFsellc Employees 401(k) Plan$2M
End-of-year total assets ($M) among Unison Risk Advisors 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)$296K
Net Assets (End of Year)$2M
Net Income$713K
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.

Unison Risk Advisors Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Unison Risk Advisors Pooled Employer Plan, Total assets ($B): 0.002143162 · Participants: 475Unison Risk Advisors 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
Unison Risk Advisors Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Unison Risk Advisors Pooled Employer Plan side-by-side with 3 peers →

Unison Risk Advisors Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Quesenberry's, Inc. 401(k) Plan in VA ($2M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Unison Risk Advisors Pooled Employer Plan assets move in 2022? ▼
Unison Risk Advisors Pooled Employer Plan surged - up 623.5% during 2022, from $296K to $2M. Reported net income was $713K.
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 Unison Risk Advisors Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quesenberry's, Inc. 401(k) Plan in VA ($2M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Unison Risk Advisors Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genisys Credit Union 401(k) Plan in MI (475 participants, $52M 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.