401(k) · DOL Form 5500 · 2023

Firstservice Residential, Inc. 401(k) Plan

Data updated 2026-08-25

$276M
Total assets Near avg plan size
16,805
Participants Very large workforce
96th
Percentile by assets National rank
$16,424
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,689
in Real Estate (4,727 peers)
+28.9%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Firstservice Residential 401(k) Plan's outsized position by total assets

Firstservice Residential 401(k) Plan vs every filed plan by assets

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

$276,009,648 Top 4% higher than 96% 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

Firstservice Residential 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Firstservice Residential 401(k) Plan is a mega filing (16,805 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161682850 · Firstservice Residential, Inc. PY 2023 · 401(k)

Firstservice Residential 401(k) Plan · $276M · 16,805 · 96th

  • NET $276M
  • BOOK 16,805
  • VS-ST 96th
  • BOY 401(k)
  • SCH near Baycare Clinic 401(k) Retirement Savings Plan
  • EBSA ind #4689

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 Real Estate retirement plans → · Plans in Florida →

Firstservice Residential 401(k) Plan in the asset neighbourhood

Meba 401(k) Plan$276MParkview Medical Center, Inc. Savings PlanParkview Medical Center, Inc…$276MBaycare Clinic 401(k) Retirement Savings PlanBaycare Clinic 401(k) Retire…$276MFirstservice Residential 401(k) PlanFirstservice Residential 401…$276MAlnylam Pharmaceuticals, Inc. Savings & Investment PlanAlnylam Pharmaceuticals, Inc…$276M
End-of-year total assets ($M) among Firstservice Residential 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$276M
Net Income$55M
Employer EIN161682850
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstservice Residential, Inc.)

Sponsor-wide plan assets over time

All Firstservice Residential, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328M 53.27738848111571% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $214M $328M ▲ +53.3%
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 Scatter plot of 6 data points. 0100000200000300000400000 -505101520 Total assets ($B) Participants Firstservice Residential 401(k) Plan, Total assets ($B): 0.276009648 · Participants: 16805Firstservice Residential 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
Firstservice Residential 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Firstservice Residential 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Baycare Clinic 401(k) Retirement Savings Plan in WI ($276M); by covered participants it is Willis Towers Watson Savings Plan for U.S. Employees in VA (16,806 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($276M here).

Similar participant headcount

Nearest other-state filings by covered participants (16,805 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 Firstservice Residential 401(k) Plan assets move in 2023? ▼
Firstservice Residential 401(k) Plan grew sharply - up 28.9% during 2023, from $214M to $276M. Reported net income was $55M.
How have Firstservice Residential, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstservice Residential, Inc.'s sponsor-wide assets grew 53.3%, from $214M to $328M.
Where does Firstservice Residential 401(k) Plan rank by assets among Form 5500 filers? ▼
Firstservice Residential 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Firstservice Residential 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baycare Clinic 401(k) Retirement Savings Plan in WI ($276M, 896 participants).
Which 401(k) plans cover a similar participant headcount to Firstservice Residential 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Willis Towers Watson Savings Plan for U.S. Employees in VA (16,806 participants, $4.1B 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 161682850.

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.