401(k) · DOL Form 5500 · 2023
Firstservice Residential, Inc. 401(k) Plan
Data updated 2026-08-11
- $276M
- Total assets
- 16,805
- Participants
- 96th
- Percentile by assets
- $16,424
- Avg per participant
Official DOL plan name: Firstservice Residential 401(k) Plan · Sponsored by Firstservice Residential, Inc. · Florida · Real Estate
$276M in assets, 16,805 participants
Firstservice Residential, Inc.'s Firstservice Residential 401(k) Plan reported $276M in total assets and 16,805 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #4,689 in Real Estate (4,727 peers)
Coverage in Florida
Firstservice Residential 401(k) Plan covers 16,805 participants in Florida, 27x the typical Florida plan (state average ~628 per filing). Assets: $276M.
- $276M
- total plan assets (2023 EOY)
- 16,805
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $16,424
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Firstservice Residential 401(k) Plan reported net income rose from -$39M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Firstservice Residential 401(k) Plan end-of-year assets rose from $214M in the plan year 2022 filing to $276M in the plan year 2023 filing.
- Firstservice Residential 401(k) Plan reported participants fell from 17,352 in the plan year 2022 filing to 16,805 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Firstservice Residential 401(k) Plan reports 16,805 participants - 27x that state average ($276M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $214M |
|---|---|
| Net Assets (End of Year) | $276M |
| Net Income | $55M |
| Employer EIN | 161682850 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Firstservice Residential, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,352 | $214M |
| 2023 | 1 | 16,805 | $276M |
| 2024 | 1 | 15,985 | $328M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Firstservice Residential 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Scale composition for Firstservice Residential 401(k) Plan
Firstservice Residential 401(k) Plan reports $276M in end-of-year assets across 16,805 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $16,424 per participant (12% of the national average assets-per-participant) . Net income for plan year 2023 was $55M.
This plan identity (EIN 161682850, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $214M to $328M (+53.3%) while covered participants moved from 17,352 to 15,985 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,352 | $214M | Open filing |
| 2023 | 16,805 | $276M | This page |
| 2024 · index core | 15,985 | $328M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Firstservice Residential 401(k) Plan (401(k), $328M, 15,985 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Firstservice Residential 401(k) Plan by total assets, not by location.
- Baycare Clinic 401(k) Retirement Savings Plan (WI) $276M · 896
- Parkview Medical Center, Inc. Savings Plan (CO) $276M · 2,714
- Meba 401(k) Plan (MD) $276M · 1,796
- Alnylam Pharmaceuticals, Inc. Savings & Investment Plan (MA) $276M · 1,639
Frequently Asked Questions
How did Firstservice Residential 401(k) Plan assets move in 2023? ▼
How have Firstservice Residential, Inc. plan assets changed over time? ▼
Where does Firstservice Residential 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Firstservice Residential 401(k) Plan? ▼
Next read for Firstservice Residential 401(k) Plan
Filing takeaways
Ways to act on Firstservice Residential 401(k) Plan's numbers.
- By total assets, Firstservice Residential 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Firstservice Residential, Inc.'s sponsor-wide assets have grown 53.3% since 2022 across 3 plan years on file. More Real Estate plans