401(k) · DOL Form 5500 · 2023

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Plan

Data updated 2026-08-11

$201M
Total assets: 2,342
Participants: 95th
Percentile by assets: $85,636
Avg per participant

Official DOL plan name: Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan · Sponsored by Diversified Service Options, Inc. Dba Guidewell Source · Florida · Finance & Insurance

$201M in assets, 2,342 participants

Diversified Service Options, Inc. Dba Guidewell Source's Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan reported $201M in total assets and 2,342 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,119 in Finance & Insurance (8,869 peers)

Coverage in Florida

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan covers 2,342 participants in Florida, 3.7x the typical Florida plan (state average ~628 per filing). Assets: $201M.

$201M
total plan assets (2023 EOY): 2,342
covered participants: 95th
percentile by assets (of 127,072 plans): $85,636
avg assets per participant

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan reported net income rose from -$38M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan end-of-year assets rose from $171M in the plan year 2022 filing to $201M in the plan year 2023 filing.
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan reported participants rose from 2,311 in the plan year 2022 filing to 2,342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Finance & Insurance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan reports 2,342 participants - 3.7x that state average ($201M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$171M
Net Assets (End of Year)	$201M
Net Income	$29M
Employer EIN	593514333
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Diversified Service Options, Inc. Dba Guidewell Source)

Total plan assets by year, all Diversified Service Options, Inc. Dba Guidewell Source plans on file

Year	Plans	Participants	Total Assets
2022	1	2,311	$171M
2023	1	2,342	$201M
2024	1	2,426	$224M

Nearby 401(k) Plans in Florida

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

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings 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

Compare Diversified Service Options, Inc. Dba Gu… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan by total assets, not by location.

Bluestem 401(k) Retirement Savings Plan (MN) $201M · 1,326
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. (MO) $200M · 3,081
Jackson Family Enterprises 401(k) Plan (CA) $201M · 1,897
Chesapeake Utilities Corporation Retirement Savings Plan (DE) $201M · 933

Frequently Asked Questions

How did Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan assets move in 2023? ▼

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan grew sharply - up 17.1% during 2023, from $171M to $201M. Reported net income was $29M.

How have Diversified Service Options, Inc. Dba Guidewell Source plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Diversified Service Options, Inc. Dba Guidewell Source's sponsor-wide assets grew 30.8%, from $171M to $224M.

Where does Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan ranks in the 95th 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 Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bluestem 401(k) Retirement Savings Plan in MN ($201M, 1,326 participants).

Next read for Diversified Service Options, Inc. Dba Gu…

Filing takeaways

Ways to act on Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan's numbers.

By total assets, Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings 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
Diversified Service Options, Inc. Dba Guidewell Source's sponsor-wide assets have grown 30.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 593514333.