401(k) · DOL Form 5500 · 2023
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Plan
Data updated 2026-08-25
- $201M
- Total assets Near avg plan size
- 2,342
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $85,636
- Avg per participant Below avg balance/head
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.
- #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.
- #8,119
- in Finance & Insurance (8,869 peers)
- +17.1%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan's outsized position by total assets
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$200,560,240 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan lands in the large band (2,342 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 593514333 · Diversified Service Options, Inc. Dba Guidewell Source PY 2023 · 401(k)
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan · $201M · 2,342 · 95th
- SCH $201M
- SCH 2,342
- SCH 95th
- SCH 401(k)
- SCH near Bluestem 401(k) Retirement Savings Plan
- SCH ind #8119
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 Finance & Insurance retirement plans → · Plans in Florida →
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Diversified Service Options, Inc. Dba Guidewell Source plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 30.8495714367056% vs 2022
- 2024 filing year
| 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.
- 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
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Bluestem 401(k) Retirement Savings Plan in MN ($201M); by covered participants it is Pebble Beach Company 401(k) Plan in CA (2,342 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($201M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,342 participants); asset peers above are excluded.
- Pebble Beach Company 401(k) Plan (CA) 2,342 · 0 off
- Troutman Pepper Defined Contribution Plan (GA) 2,343 · 1 off
- Cortland Holdings, LLC 401(k) Plan (GA) 2,340 · 2 off
- Redners Markets, Inc. Pre-Tax Savings Plan (PA) 2,344 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.