401(k) · DOL Form 5500 · 2023

Softserve, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
253
Participants Below avg headcount
68th
Percentile by assets National rank
$62,272
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Softserve, Inc. 401(k) Plan · Sponsored by Softserve, Inc. · Florida · Other Services

$16M in assets, 253 participants

Softserve, Inc.'s Softserve, Inc. 401(k) Plan reported $16M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,462 in Other Services (7,857 peers)

Coverage in Florida

Softserve, Inc. 401(k) Plan covers 253 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $16M.

#6,462
in Other Services (7,857 peers)
+59.2%
assets growth YoY

Softserve, Inc. 401(k) Plan's outsized position by total assets

Softserve, Inc. 401(k) Plan vs every filed plan by assets

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

$15,754,818 Top 32% higher than 68% 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

Softserve, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Softserve, Inc. 401(k) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Softserve, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Softserve, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Softserve, Inc. 401(k) Plan reported participants rose from 209 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030387060 · Softserve, Inc. PY 2023 · 401(k)

Softserve, Inc. 401(k) Plan · $16M · 253 · 68th

  • PCT $16M
  • EIN 253
  • RANK 68th
  • PHOTO 401(k)
  • IND near Fiduciary Real Estate Development, Inc. 401(k) Plan
  • EOY ind #6462

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 Other Services retirement plans → · Plans in Florida →

Softserve, Inc. 401(k) Plan in the asset neighbourhood

Seldin, LLC 401(k) Plan$16MAspect Management Corp. 401(k) PlanAspect Management Corp. 401(…$16MSoftserve, Inc. 401(k) Plan$16MFiduciary Real Estate Development, Inc. 401(k) PlanFiduciary Real Estate Develo…$16MR.M. Chin & Associates, Inc. Profit Sharing/ 401(k) PlanR.M. Chin & Associates, Inc.…$16M
End-of-year total assets ($M) among Softserve, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$16M
Net Income$6M
Employer EIN030387060
Plan Effective Date2011-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Softserve, Inc.)

Sponsor-wide plan assets over time

All Softserve, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 161.2972457495008% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $9.89M $25.9M ▲ +161.4%
Year Plans Participants Total Assets
2022 1 209 $10M
2023 1 253 $16M
2024 1 264 $26M

Nearby 401(k) Plans in Florida

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

Softserve, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Softserve, Inc. 401(k) Plan, Total assets ($B): 0.015754818 · Participants: 253Softserve, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Softserve, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Softserve, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Fiduciary Real Estate Development, Inc. 401(k) Plan in WI ($16M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Softserve, Inc. 401(k) Plan assets move in 2023? ▼
Softserve, Inc. 401(k) Plan surged - up 59.2% during 2023, from $10M to $16M. Reported net income was $6M.
How have Softserve, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Softserve, Inc.'s sponsor-wide assets grew 161.3%, from $10M to $26M.
Which 401(k) plans are similar in size to Softserve, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiduciary Real Estate Development, Inc. 401(k) Plan in WI ($16M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Softserve, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 030387060.

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.