401(k) · DOL Form 5500 · 2022

Pls Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,635
Participants Near avg headcount
79th
Percentile by assets National rank
$14,140
Avg per participant Low balance/head
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Official DOL plan name: Pls Financial Services, Inc. 401(k) Plan · Sponsored by Pls Financial Services, Inc. · Illinois · Finance & Insurance

$23M in assets, 1,635 participants

Pls Financial Services, Inc.'s Pls Financial Services, Inc. 401(k) Plan reported $23M in total assets and 1,635 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,188 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Pls Financial Services, Inc. 401(k) Plan covers 1,635 participants in Illinois, 2.1x the typical Illinois plan (state average ~779 per filing). Assets: $23M.

#6,188
in Finance & Insurance (9,261 peers)
-11.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pls Financial Services, Inc. 401(k) Plan's outsized position by total assets

Pls Financial Services, Inc. 401(k) Plan vs every filed plan by assets

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

$23,119,212 Top 21% higher than 79% 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

Pls Financial Services, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pls Financial Services, Inc. 401(k) Plan lands in the large band (1,635 participants).

DOL schedule card

Filing strip 364179718 · Pls Financial Services, Inc. PY 2022 · 401(k)

Pls Financial Services, Inc. 401(k) Plan · $23M · 1,635 · 79th

  • BOY $23M
  • SCH 1,635
  • EBSA 79th
  • PART 401(k)
  • TYPE near Socionext America, Inc. Retirement Plan
  • NET ind #6188

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 Illinois →

Pls Financial Services, Inc. 401(k) Plan in the asset neighbourhood

Pls Financial Services, Inc. 401(k) PlanPls Financial Services, Inc.…$23MSocionext America, Inc. Retirement PlanSocionext America, Inc. Reti…$23MValet Living, LLC 401(k) Profit Sharing PlanValet Living, LLC 401(k) Pro…$23MIqeq US Management Co. LLC Retirement PlanIqeq US Management Co. LLC R…$23MU.S. Foot and Ankle Specialists 401(k) PlanU.S. Foot and Ankle Speciali…$23M
End-of-year total assets ($M) among Pls Financial Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN364179718
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pls Financial Services, Inc.)

Sponsor-wide plan assets over time

All Pls Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 54.618591671723074% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $35.8M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 1,635 $23M
2023 1 1,453 $29M
2024 1 1,618 $36M

Nearby 401(k) Plans in Illinois

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

Pls Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pls Financial Services, Inc. 401(k) Plan, Total assets ($B): 0.023119212 · Participants: 1635Pls Financial Services, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Pls Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Pls Financial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Socionext America, Inc. Retirement Plan in CA ($23M); by covered participants it is Sheakley Human Resources Retirement Savings Plan in OH (1,635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,635 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 Pls Financial Services, Inc. 401(k) Plan assets move in 2022?
Pls Financial Services, Inc. 401(k) Plan pulled back noticeably - down 11.8% during 2022, from $26M to $23M. Reported net income was -$3M.
How have Pls Financial Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pls Financial Services, Inc.'s sponsor-wide assets grew 54.6%, from $23M to $36M.
Where does Pls Financial Services, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Pls Financial Services, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pls Financial Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Socionext America, Inc. Retirement Plan in CA ($23M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Pls Financial Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sheakley Human Resources Retirement Savings Plan in OH (1,635 participants, N/A in assets).