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
12
Participants Small participant base
36th
Percentile by assets National rank
$196,136
Avg per participant Above avg balance/head
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Official DOL plan name: Insight Financial Partners Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Professional & Technical Services

$2M in assets, 12 participants

Plan Compliance Services, Inc.'s Insight Financial Partners Pooled Employer Plan reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,143 in Professional & Technical Services (21,562 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 Insight Financial Partners Pooled Employer Plan at $2M / 12 participants.

#7,143
in Professional & Technical Services (21,562 peers)
-8.0%
assets change YoY

The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insight Financial Partners Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Insight Financial Partners Pooled Employer Plan vs every filed plan by assets

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

$2,353,627 36th percentile higher than 36% 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

Insight Financial Partners 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. Insight Financial Partners Pooled Employer Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

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

Insight Financial Partners Pooled Employer Plan · $2M · 12 · 36th

  • 5500 $2M
  • 5500 12
  • 5500 36th
  • 5500 401(k)
  • 5500 near Triple S Alarm Company, Inc 401(k) Savings Plan
  • 5500 ind #7143

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 →

Insight Financial Partners Pooled Employer Plan in the asset neighbourhood

Insight Financial Partners Pooled Employer PlanInsight Financial Partners P…$2MTriple S Alarm Company, Inc 401(k) Savings PlanTriple S Alarm Company, Inc …$2MRkt McDonald's 401(k) Plan$2MDoc 401(k) Plan$2MThe Ellis Nursing Home, Inc. 401(k) PlanThe Ellis Nursing Home, Inc.…$2M
End-of-year total assets ($M) among Insight Financial Partners 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)$3M
Net Assets (End of Year)$2M
Net Income-$205K
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.

Insight Financial Partners Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Insight Financial Partners Pooled Employer Plan, Total assets ($B): 0.002353627 · Participants: 12Insight Financial Partners 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
Insight Financial Partners Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Insight Financial Partners Pooled Employer Plan side-by-side with 3 peers →

Insight Financial Partners Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Triple S Alarm Company, Inc 401(k) Savings Plan in AR ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Insight Financial Partners Pooled Employer Plan assets move in 2022? ▼
Insight Financial Partners Pooled Employer Plan pulled back noticeably - down 8.0% during 2022, from $3M to $2M. Reported net income was -$205K.
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 Insight Financial Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triple S Alarm Company, Inc 401(k) Savings Plan in AR ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Insight Financial Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A 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 593708427.

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.