401(k) · DOL Form 5500 · 2023
Professional Office Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 228
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $217,598
- Avg per participant Above avg balance/head
Official DOL plan name: Professional Office Services, Inc. 401(k) Plan · Sponsored by Professional Office Services, Inc. · Iowa · Manufacturing
$50M in assets, 228 participants
Professional Office Services, Inc.'s Professional Office Services, Inc. 401(k) Plan reported $50M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #14,779 in Manufacturing (18,722 peers)
Coverage in Iowa
Professional Office Services, Inc. 401(k) Plan covers 228 participants in Iowa, about 37% of the average Iowa filer (state average ~609 per filing). Assets: $50M.
- #14,779
- in Manufacturing (18,722 peers)
- +16.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Professional Office Services, Inc. 401(k) Plan's outsized position by total assets
Professional Office Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,612,290 Top 15% higher than 85% 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
Professional Office Services, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Professional Office Services, Inc. 401(k) Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Professional Office Services, Inc. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Professional Office Services, Inc. 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Professional Office Services, Inc. 401(k) Plan reported participants rose from 220 in the plan year 2022 filing to 228 in the plan year 2023 filing.
DOL schedule card
Filing strip 420956287 · Professional Office Services, Inc. PY 2023 · 401(k)
Professional Office Services, Inc. 401(k) Plan · $50M · 228 · 85th
- EBSA $50M
- EBSA 228
- EBSA 85th
- EBSA 401(k)
- EBSA near Crown Auto Dealership Employees Capital Accumulation Plan
- EBSA ind #14779
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 Manufacturing retirement plans → · Plans in Iowa →
Professional Office Services, Inc. 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $7M |
| Employer EIN | 420956287 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Professional Office Services, Inc.)
Sponsor-wide plan assets over time
All Professional Office Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 27.589867332355922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $43M |
| 2023 | 1 | 228 | $50M |
| 2024 | 1 | 226 | $54M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Professional Office Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Crown Auto Dealership Employees Capital Accumulation Plan in FL ($50M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Cam Properties 401(k) Plan (AZ) 228 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 228 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 228 · 0 off
- Avenir Global US Retirement Plan (MN) 228 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.