401(k) · DOL Form 5500 · 2023

The Center for Sales Strategy, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
45th
Percentile by assets National rank
$157,040
Avg per participant Above avg balance/head
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Official DOL plan name: The Center for Sales Strategy 401(k) Retirement Plan · Sponsored by The Center for Sales Strategy, LLC · Florida · Professional & Technical Services

$5M in assets, 33 participants

The Center for Sales Strategy, LLC's The Center for Sales Strategy 401(k) Retirement Plan reported $5M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,734 in Professional & Technical Services (20,321 peers)

The Center for Sales Strategy, LLC multi-year trail

The Center for Sales Strategy, LLC's plans moved -11.7% in assets from 2023 to 2024; this filing shows The Center for Sales Strategy 401(k) Retirement Plan at $5M / 33 participants.

#8,734
in Professional & Technical Services (20,321 peers)
-5.6%
assets change YoY

The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Center for Sales Strategy 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Center for Sales Strategy 401(k) Retirement Plan vs every filed plan by assets

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

$5,182,309 45th percentile higher than 45% 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

The Center for Sales Strategy 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Center for Sales Strategy 401(k) Retirement Plan is a small filing (33 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 222772811 · The Center for Sales Strategy, LLC PY 2023 · 401(k)

The Center for Sales Strategy 401(k) Retirement Plan · $5M · 33 · 45th

  • TYPE $5M
  • TYPE 33
  • TYPE 45th
  • TYPE 401(k)
  • TYPE near Bad Boy Mowers 401(k) Plan
  • TYPE ind #8734

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 →

The Center for Sales Strategy 401(k) Retirement Plan in the asset neighbourhood

The Center for Sales Strategy 401(k) Retirement PlanThe Center for Sales Strateg…$5MBad Boy Mowers 401(k) Plan$5MA.H. Moyer, Inc. 401(k) Profit Sharing PlanA.H. Moyer, Inc. 401(k) Prof…$5MNatural Choice Foods 401(k) PlanNatural Choice Foods 401(k) …$5MKaiserman Company, Inc. 401(k) Profit Sharing PlanKaiserman Company, Inc. 401(…$5M
End-of-year total assets ($M) among The Center for Sales Strategy 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Center for Sales Strategy, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Center for Sales Strategy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.684270467083302% vs 2023
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 20232024 $5.18M $4.58M ▼ -11.6%
Year Plans Participants Total Assets
2023 1 33 $5M
2024 1 32 $5M

The Center for Sales Strategy, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$310K
Employer EIN222772811
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

The Center for Sales Strategy 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Center for Sales Strategy 401(k) Retirement Plan, Total assets ($B): 0.005182309 · Participants: 33The Center for Sales Strategy 401(k) Retirement 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
The Center for Sales Strategy 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Center for Sales Strategy 401(k) Retirement Plan side-by-side with 3 peers →

The Center for Sales Strategy 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bad Boy Mowers 401(k) Plan in AR ($5M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 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 The Center for Sales Strategy 401(k) Retirement Plan assets move in 2023? ▼
The Center for Sales Strategy 401(k) Retirement Plan pulled back noticeably - down 5.6% during 2023, from $5M to $5M. Reported net income was -$310K.
How have The Center for Sales Strategy, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Center for Sales Strategy, LLC's sponsor-wide assets declined 11.7%, from $5M to $5M.
Which 401(k) plans are similar in size to The Center for Sales Strategy 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bad Boy Mowers 401(k) Plan in AR ($5M, 771 participants).
Which 401(k) plans cover a similar participant headcount to The Center for Sales Strategy 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 222772811.

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.