401(k) · DOL Form 5500 · 2022
Plan Compliance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 35th
- Percentile by assets National rank
Official DOL plan name: Socially Responsible Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance
$2M in assets, N/A participants
Plan Compliance Services, Inc.'s Socially Responsible Pooled Employer Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #2,184 in Finance & Insurance (9,261 peers)
Plan Compliance Services, Inc. multi-year trail
Plan Compliance Services, Inc.'s plans moved +862.9% in assets from 2022 to 2024; this filing shows Socially Responsible Pooled Employer Plan at $2M / N/A participants.
- #2,184
- in Finance & Insurance (9,261 peers)
- $441K
- reported net income
Socially Responsible Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers
Socially Responsible Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,139,727 35th percentile higher than 35% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 593708427 · Plan Compliance Services, Inc. PY 2022 · 401(k)
Socially Responsible Pooled Employer Plan · $2M · N/A · 35th
- PCT $2M
- EIN N/A
- RANK 35th
- PHOTO 401(k)
- IND near Law Offices of Holmes, Rich and Sigler, P.C.
- EOY ind #2184
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 →
Socially Responsible Pooled Employer Plan in the asset neighbourhood
Plan Compliance Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Plan Compliance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $337M 862.9360200109807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 14 | 1,174 | $35M |
| 2023 | 21 | 6,964 | $138M |
| 2024 | 21 | 8,353 | $337M |
Plan Compliance Services, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $441K |
| Employer EIN | 593708427 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
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
Socially Responsible Pooled Employer Plan's closest out-of-state 401(k) peers by assets
Outside Florida, the nearest 401(k) by end-of-year assets is Law Offices of Holmes, Rich and Sigler, P.C. in TN at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.