401(k) · DOL Form 5500 · 2022

Plansource Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
3,999
Participants Above avg headcount
90th
Percentile by assets National rank
$16,469
Avg per participant Low balance/head
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Official DOL plan name: Plansource Financial Services, Inc. Retirement Savings Plan · Sponsored by Plansource Financial Services, Inc. · Florida · Finance & Insurance

$66M in assets, 3,999 participants

Plansource Financial Services, Inc.'s Plansource Financial Services, Inc. Retirement Savings Plan reported $66M in total assets and 3,999 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,788 in Finance & Insurance (9,261 peers)

Coverage in Florida

Plansource Financial Services, Inc. Retirement Savings Plan covers 3,999 participants in Florida, 6.4x the typical Florida plan (state average ~628 per filing). Assets: $66M.

#7,788
in Finance & Insurance (9,261 peers)
-8.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plansource Financial Services, Inc. Retirement Savings Plan's outsized position by total assets

Plansource Financial Services, Inc. Retirement Savings Plan vs every filed plan by assets

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

$65,858,538 Top 10% higher than 90% 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

Plansource Financial Services, Inc. Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plansource Financial Services, Inc. Retirement Savings Plan lands in the large band (3,999 participants).

DOL schedule card

Filing strip 593707284 · Plansource Financial Services, Inc. PY 2022 · 401(k)

Plansource Financial Services, Inc. Retirement Savings Plan · $66M · 3,999 · 90th

  • EIN $66M
  • RANK 3,999
  • PHOTO 90th
  • IND 401(k)
  • EOY near Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions
  • 5500 ind #7788

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 →

Plansource Financial Services, Inc. Retirement Savings Plan in the asset neighbourhood

Performance Group 401(k) Retirement Savings PlanPerformance Group 401(k) Ret…$66MPlansource Financial Services, Inc. Retirement Savings PlanPlansource Financial Service…$66MKoss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsKoss-Winn Bancshares, Inc. E…$66MWillcox & Savage, P.C. Profit-Sharing Retirement PlanWillcox & Savage, P.C. Profi…$66MRcc 401(k) Plan and Trust$66M
End-of-year total assets ($M) among Plansource Financial Services, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$66M
Net Income-$6M
Employer EIN593707284
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plansource Financial Services, Inc.)

Sponsor-wide plan assets over time

All Plansource Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 22.55489941182721% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $65.9M $80.7M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 3,999 $66M
2023 1 4,335 $71M
2024 1 3,722 $81M

Nearby 401(k) Plans in Florida

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

Plansource Financial Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Plansource Financial Services, Inc. Retirement Savings Plan, Total assets ($B): 0.065858538 · Participants: 3999Plansource Financial Services, Inc. Retirement Savings 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
Plansource Financial Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Plansource Financial Services, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions in IA ($66M); by covered participants it is Open Text, Inc. 401(k) Plan in CA (3,999 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,999 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 Plansource Financial Services, Inc. Retirement Savings Plan assets move in 2022? ▼
Plansource Financial Services, Inc. Retirement Savings Plan pulled back noticeably - down 8.1% during 2022, from $72M to $66M. Reported net income was -$6M.
How have Plansource Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plansource Financial Services, Inc.'s sponsor-wide assets grew 22.6%, from $66M to $81M.
Where does Plansource Financial Services, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Plansource Financial Services, Inc. Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Plansource Financial Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions in IA ($66M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Plansource Financial Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Open Text, Inc. 401(k) Plan in CA (3,999 participants, $850M 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 593707284.

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.