401(k) · DOL Form 5500 · 2023

Palmas Services LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
270
Participants Below avg headcount
39th
Percentile by assets National rank
$13,498
Avg per participant Low balance/head
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Official DOL plan name: Palmas Services LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Palmas Services LLC · Florida · Other Services

$4M in assets, 270 participants

Palmas Services LLC's Palmas Services LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,865 in Other Services (7,857 peers)

Coverage in Florida

Palmas Services LLC 401(k) Profit Sharing Plan & Trust covers 270 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#4,865
in Other Services (7,857 peers)
+19.3%
assets growth YoY

Palmas Services LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Palmas Services LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,644,340 39th percentile higher than 39% 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

Palmas Services LLC 401(k) Profit Sharing Plan & Trust 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. Palmas Services LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmas Services LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$70K in the plan year 2022 filing to $588K in the plan year 2023 filing.
  • Palmas Services LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 220 in the plan year 2022 filing to 270 in the plan year 2023 filing.
  • Palmas Services LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203372604 · Palmas Services LLC PY 2023 · 401(k)

Palmas Services LLC 401(k) Profit Sharing Plan & Trust · $4M · 270 · 39th

  • RANK $4M
  • RANK 270
  • RANK 39th
  • RANK 401(k)
  • RANK near Lifestyle Support Services 401(k) Plan
  • RANK ind #4865

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 Other Services retirement plans → · Plans in Florida →

Palmas Services LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Palmas Services LLC 401(k) Profit Sharing Plan & TrustPalmas Services LLC 401(k) P…$4MLifestyle Support Services 401(k) PlanLifestyle Support Services 4…$4M403(b) Thrift Plan of Open Hand Atlanta, Inc.403(b) Thrift Plan of Open H…$4MOsman Construction Corporation 401(k) Profit Sharing Plan & TrustOsman Construction Corporati…$4MAyers Basement Systems LLC 401(k) P/S PlanAyers Basement Systems LLC 4…$4M
End-of-year total assets ($M) among Palmas Services LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$588K
Employer EIN203372604
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmas Services LLC)

Sponsor-wide plan assets over time

All Palmas Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 60.40127044212852% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.06M $4.9M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 220 $3M
2023 1 270 $4M
2024 1 289 $5M

Nearby 401(k) Plans in Florida

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

Palmas Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Palmas Services LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00364434 · Participants: 270Palmas Services LLC 401(k) Profit Sharing Plan & TrustL3harris 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
Palmas Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Palmas Services LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Palmas Services LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lifestyle Support Services 401(k) Plan in PA ($4M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Palmas Services LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Palmas Services LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 19.3% during 2023, from $3M to $4M. Reported net income was $588K.
How have Palmas Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmas Services LLC's sponsor-wide assets grew 60.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Palmas Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lifestyle Support Services 401(k) Plan in PA ($4M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Palmas Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 203372604.

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.