Money Purchase · DOL Form 5500 · 2022

Pro Serve Corporation of Sarasota, Inc. Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
46th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust · Sponsored by Pro Serve Corporation of Sarasota, Inc. · Florida · Professional & Technical Services

$4M in assets, 3 participants

Pro Serve Corporation of Sarasota, Inc.'s Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,450 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust holds $4M for 3 participants - about $1.4M per participant, in the lower half of filed plans by assets.

#9,450
in Professional & Technical Services (21,562 peers)
+7.0%
assets growth YoY

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$4,055,371 46th percentile higher than 46% 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

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 592018964 · Pro Serve Corporation of Sarasota, Inc. PY 2022 · Money Purchase

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust · $4M · 3 · 46th

  • SCH $4M
  • EBSA 3
  • PART 46th
  • TYPE Money Purchase
  • NET near Emmett L. Goodman, Jr. Profit Sharing Trust
  • BOOK ind #9450

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 Professional & Technical Services retirement plans → · Plans in Florida →

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust in the asset neighbourhood

Hardin County General Hospital Employees Pension PlanHardin County General Hospit…$4MPro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and TrustPro Serve Corporation of Sar…$4MEmmett L. Goodman, Jr. Profit Sharing TrustEmmett L. Goodman, Jr. Profi…$4MCentral Ohio Eyecare Inc. Money Purchase Pension PlanCentral Ohio Eyecare Inc. Mo…$4MTony Feuerman Md Inc. Money Purchase Pension PlanTony Feuerman Md Inc. Money …$4M
End-of-year total assets ($M) among Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$264K
Employer EIN592018964
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pro Serve Corporation of Sarasota, Inc.)

Sponsor-wide plan assets over time

All Pro Serve Corporation of Sarasota, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.452201537171321% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $4.06M $3.83M ▼ -5.7%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $4M

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 4.055371 · Participants: 3Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and TrustElliott Money Purchase Pension Plan, Total assets ($M): 338.33099 · Participants: 392Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 160.403888 · Participants: 13122Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 115.387897 · Participants: 1358NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 87.079585 · Participants: 443Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 77.502515 · Participants: 1699I.B.E.W. Local Union No. 728 Annuity Fund
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Emmett L. Goodman, Jr. Profit Sharing Trust in GA ($4M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust assets move in 2022? ▼
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust grew at a solid clip - up 7.0% during 2022, from $4M to $4M. Reported net income was $264K.
How have Pro Serve Corporation of Sarasota, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pro Serve Corporation of Sarasota, Inc.'s sponsor-wide assets declined 5.5%, from $4M to $4M.
Which Money Purchase plans are similar in size to Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Emmett L. Goodman, Jr. Profit Sharing Trust in GA ($4M, 51 participants).
Which Money Purchase plans cover a similar participant headcount to Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 592018964.

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.