401(k) · DOL Form 5500 · 2022
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 3,100
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $42,804
- Avg per participant Low balance/head
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.
- #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.
- #8,365
- in Finance & Insurance (9,261 peers)
- -19.6%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
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.
The Platinum 401(k) Retirement Savings Plan's outsized position by total assets
The Platinum 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$132,691,287 Top 6% higher than 94% 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
The Platinum 401(k) 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. The Platinum 401(k) Retirement Savings Plan lands in the large band (3,100 participants).
Form 5500 schedule snapshot
Filing strip 273523833 · Plan Fiduciary Services, Inc. PY 2022 · 401(k)
The Platinum 401(k) Retirement Savings Plan · $133M · 3,100 · 94th
- TYPE $133M
- NET 3,100
- BOOK 94th
- VS-ST 401(k)
- BOY near American Enterprise 401(k) Savings Plan
- SCH ind #8365
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 →
The Platinum 401(k) Retirement Savings Plan in the asset neighbourhood
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.)
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
The Platinum 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is American Enterprise 401(k) Savings Plan in IA ($133M); by covered participants it is Sidley Austin LLP Savings and Investment Plan in IL (3,100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,100 participants); asset peers above are excluded.
- Sidley Austin LLP Savings and Investment Plan (IL) 3,100 · 0 off
- Altru Health System Retirement Savings Plan 401(k) (ND) 3,100 · 0 off
- Marine Industry Retirement Plan (IL) 3,100 · 0 off
- Cadence Design Systems, Inc. 401(k) Plan (CA) 3,101 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.