401(k) · DOL Form 5500 · 2022
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 1,237
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $33,752
- Avg per participant Low balance/head
Official DOL plan name: Onedigital Open Pooled Employer Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance
$42M in assets, 1,237 participants
Plan Fiduciary Services, Inc.'s Onedigital Open Pooled Employer Plan reported $42M in total assets and 1,237 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,246 in Finance & Insurance (9,261 peers)
Where Onedigital Open Pooled Employer Plan sits by assets
Onedigital Open Pooled Employer Plan sits in the top quartile of all filed plans by assets, $42M for 1,237 participants (~$33,752/participant), up 61.2% in 2022.
- #7,246
- in Finance & Insurance (9,261 peers)
- +61.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Onedigital Open Pooled Employer Plan's outsized position by total assets
Onedigital Open Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,751,016 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Onedigital Open Pooled Employer 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. Onedigital Open Pooled Employer Plan lands in the large band (1,237 participants).
EBSA filing schedule strip
Filing strip 273523833 · Plan Fiduciary Services, Inc. PY 2022 · 401(k)
Onedigital Open Pooled Employer Plan · $42M · 1,237 · 86th
- NET $42M
- NET 1,237
- NET 86th
- NET 401(k)
- NET near Attorneys' Liability Assurance Society Ltd., a Risk Retention Group, 401(k) Savings Plan
- NET ind #7246
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 →
Onedigital Open Pooled Employer Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$1M |
| Employer EIN | 273523833 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Fiduciary Services, Inc.)
Sponsor-wide plan assets over time
All Plan Fiduciary Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $301M 34.19785249961673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 4,787 | $225M |
| 2023 | 6 | 17,113 | $330M |
| 2024 | 7 | 18,448 | $301M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Onedigital Open Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Attorneys' Liability Assurance Society Ltd., a Risk Retention Group, 401(k) Savings Plan in IL ($42M); by covered participants it is Bernhardt Furniture Company Retirement Plan in NC (1,237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,237 participants); asset peers above are excluded.
- Bernhardt Furniture Company Retirement Plan (NC) 1,237 · 0 off
- Ag-Pro Companies 401(k) Plan (GA) 1,237 · 0 off
- H.N.S. Management Company, Inc. 401(k) Savings Plan (CT) 1,237 · 0 off
- W. E. Aubuchon Co., Inc. 401(k) Retirement Plan (MA) 1,238 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.