401(k) · DOL Form 5500 · 2022

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
39th
Percentile by assets National rank
$166,026
Avg per participant Above avg balance/head
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Official DOL plan name: Tag(K) Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$3M in assets, 17 participants

Plan Compliance Services, Inc.'s Tag(K) Pooled Employer Plan reported $3M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,463 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 Tag(K) Pooled Employer Plan at $3M / 17 participants.

#2,463
in Finance & Insurance (9,261 peers)
+4024.2%
assets growth YoY

Tag(K) Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Tag(K) Pooled Employer Plan vs every filed plan by assets

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

$2,822,445 39th percentile higher than 39% 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

Tag(K) Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tag(K) Pooled Employer Plan is a small filing (17 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 593708427 · Plan Compliance Services, Inc. PY 2022 · 401(k)

Tag(K) Pooled Employer Plan · $3M · 17 · 39th

  • BOOK $3M
  • BOOK 17
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Superior Nut & Candy Co., Inc. 401(k) Plan and Trust
  • BOOK ind #2463

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 →

Tag(K) Pooled Employer Plan in the asset neighbourhood

Tag(K) Pooled Employer Plan$3MSuperior Nut & Candy Co., Inc. 401(k) Plan and TrustSuperior Nut & Candy Co., In…$3MSymbolarts, Inc. 401(k) Salary Reduction Plan and TrustSymbolarts, Inc. 401(k) Sala…$3MMercury Business Services, LLC 401(k) Profit Sharing PlanMercury Business Services, L…$3MGreenwich Hospitality 401(k) Retirement PlanGreenwich Hospitality 401(k)…$3M
End-of-year total assets ($M) among Tag(K) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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
$0M$100M$200M$300M$400M 202220232024 $35M $337M ▲ +863.0%
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)$68K
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN593708427
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Tag(K) Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Tag(K) Pooled Employer Plan, Total assets ($B): 0.002822445 · Participants: 17Tag(K) Pooled Employer PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Tag(K) Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Tag(K) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Superior Nut & Candy Co., Inc. 401(k) Plan and Trust in IL ($3M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.

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 Tag(K) Pooled Employer Plan assets move in 2022?
Tag(K) Pooled Employer Plan surged - up 4024.2% during 2022, from $68K to $3M. Reported net income was $3M.
How have Plan Compliance Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Plan Compliance Services, Inc.'s sponsor-wide assets grew 862.9%, from $35M to $337M.
Which 401(k) plans are similar in size to Tag(K) Pooled Employer Plan?
Among 401(k) plans in other states, the closest by assets is Superior Nut & Candy Co., Inc. 401(k) Plan and Trust in IL ($3M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Tag(K) Pooled Employer Plan?
Among 401(k) plans in other states, the closest by covered participants is Seed Enhancements, LLC 401(k) Plan in ID (17 participants, N/A in assets).