401(k) · DOL Form 5500 · 2022
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $133M
- Total assets
- 3,100
- Participants
- 94th
- Percentile by assets
- $42,804
- Avg per participant
Official DOL plan name: The Platinum 401(k) Retirement Savings Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance
$133M in assets, 3,100 participants
Plan Fiduciary Services, Inc.'s The Platinum 401(k) Retirement Savings Plan reported $133M in total assets and 3,100 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,365 in Finance & Insurance (9,261 peers)
Coverage in Florida
The Platinum 401(k) Retirement Savings Plan covers 3,100 participants in Florida, 4.9x the typical Florida plan (state average ~628 per filing). Assets: $133M.
- $133M
- total plan assets (2022 EOY)
- 3,100
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $42,804
- avg assets per participant
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. The Platinum 401(k) Retirement Savings Plan reports 3,100 participants - 4.9x that state average ($133M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | -$35M |
| Employer EIN | 273523833 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Fiduciary Services, Inc.)
| 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.
The Platinum 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Platinum 401(k) Retirement Savings Plan by total assets, not by location.
- American Enterprise 401(k) Savings Plan (IA) $133M · 392
- Alberici Companies Retirement Plan (MO) $133M · 379
- Chemical Employees 401(k) Plan (WI) $133M · 967
- Ctb, Inc. Profit Sharing Plan (IN) $133M · 1,074
Frequently Asked Questions
How did The Platinum 401(k) Retirement Savings Plan assets move in 2022? ▼
How have Plan Fiduciary Services, Inc. plan assets changed over time? ▼
Where does The Platinum 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Platinum 401(k) Retirement Savings Plan? ▼
Next read for The Platinum 401(k) Retirement Savings P…
Filing takeaways
Ways to act on The Platinum 401(k) Retirement Savings Plan's numbers.
- By total assets, The Platinum 401(k) Retirement Savings Plan ranks in the top 10% 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
- Plan Fiduciary Services, Inc.'s sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Finance & Insurance plans