401(k) · DOL Form 5500 · 2023

Global Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
26
Participants Small participant base
56th
Percentile by assets National rank
$338,271
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Global Financial Services, LLC 401(k) Retirement Plan · Sponsored by Global Financial Services, LLC · Texas · Finance & Insurance

$9M in assets, 26 participants

Global Financial Services, LLC's Global Financial Services, LLC 401(k) Retirement Plan reported $9M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,605 in Finance & Insurance (8,869 peers)

Global Financial Services, LLC multi-year trail

Global Financial Services, LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Global Financial Services, LLC 401(k) Retirement Plan at $9M / 26 participants.

#3,605
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY

Global Financial Services, LLC 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Global Financial Services, LLC 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,795,055 Top 44% higher than 56% of 127,068 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 2023

Global Financial Services, LLC 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Global Financial Services, LLC 401(k) Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Global Financial Services, LLC 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Global Financial Services, LLC 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Global Financial Services, LLC 401(k) Retirement Plan reported participants fell from 29 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760454974 · Global Financial Services, LLC PY 2023 · 401(k)

Global Financial Services, LLC 401(k) Retirement Plan · $9M · 26 · 56th

  • EOY $9M
  • 5500 26
  • ASSETS 56th
  • PCT 401(k)
  • EIN near A24 Services LLC 401(k) Plan
  • RANK ind #3605

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 Texas →

Global Financial Services, LLC 401(k) Retirement Plan in the asset neighbourhood

Global Financial Services, LLC 401(k) Retirement PlanGlobal Financial Services, L…$9MA24 Services LLC 401(k) Plan$9MBrunello Cucinelli USA Inc 401(k) Profit Sharing Plan and TrustBrunello Cucinelli USA Inc 4…$9MAnimal Humane Society 401(k) Retirement Savings PlanAnimal Humane Society 401(k)…$9MM&p Community Bancshares, Inc. ESOP with 401(k) ProvisionsM&p Community Bancshares, In…$9M
End-of-year total assets ($M) among Global Financial Services, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Global Financial Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Global Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 12.509447271134427% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.66M $8.61M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 29 $8M
2023 1 26 $9M
2024 1 26 $9M

Global Financial Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN760454974
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Global Financial Services, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Global Financial Services, LLC 401(k) Retirement Plan, Total assets ($B): 0.008795055 · Participants: 26Global Financial Services, LLC 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Global Financial Services, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Global Financial Services, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Global Financial Services, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is A24 Services LLC 401(k) Plan in NY ($9M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Global Financial Services, LLC 401(k) Retirement Plan assets move in 2023? ▼
Global Financial Services, LLC 401(k) Retirement Plan grew at a solid clip - up 14.9% during 2023, from $8M to $9M. Reported net income was $1M.
How have Global Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Financial Services, LLC's sponsor-wide assets grew 12.5%, from $8M to $9M.
Which 401(k) plans are similar in size to Global Financial Services, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is A24 Services LLC 401(k) Plan in NY ($9M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Global Financial Services, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760454974.

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.