401(k) · DOL Form 5500 · 2023
Plansource Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 4,335
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $16,356
- Avg per participant Low balance/head
Official DOL plan name: Plansource Financial Services, Inc. Retirement Savings Plan · Sponsored by Plansource Financial Services, Inc. · Florida · Finance & Insurance
$71M in assets, 4,335 participants
Plansource Financial Services, Inc.'s Plansource Financial Services, Inc. Retirement Savings Plan reported $71M in total assets and 4,335 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,322 in Finance & Insurance (8,869 peers)
Coverage in Florida
Plansource Financial Services, Inc. Retirement Savings Plan covers 4,335 participants in Florida, 6.9x the typical Florida plan (state average ~628 per filing). Assets: $71M.
- #7,322
- in Finance & Insurance (8,869 peers)
- +7.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Plansource Financial Services, Inc. Retirement Savings Plan's outsized position by total assets
Plansource Financial Services, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$70,902,899 Top 11% higher than 89% 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
Plansource Financial Services, Inc. Retirement 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. Plansource Financial Services, Inc. Retirement Savings Plan lands in the large band (4,335 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plansource Financial Services, Inc. Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Plansource Financial Services, Inc. Retirement Savings Plan reported participants rose from 3,999 in the plan year 2022 filing to 4,335 in the plan year 2023 filing.
- Plansource Financial Services, Inc. Retirement Savings Plan end-of-year assets rose from $66M in the plan year 2022 filing to $71M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 593707284 · Plansource Financial Services, Inc. PY 2023 · 401(k)
Plansource Financial Services, Inc. Retirement Savings Plan · $71M · 4,335 · 89th
- EIN $71M
- RANK 4,335
- PHOTO 89th
- IND 401(k)
- EOY near Stratas Foods LLC Retirement Plan
- 5500 ind #7322
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 →
Plansource Financial Services, Inc. Retirement Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $13M |
| Employer EIN | 593707284 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plansource Financial Services, Inc.)
Sponsor-wide plan assets over time
All Plansource Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 22.55489941182721% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,999 | $66M |
| 2023 | 1 | 4,335 | $71M |
| 2024 | 1 | 3,722 | $81M |
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
Plansource Financial Services, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Stratas Foods LLC Retirement Plan in TN ($71M); by covered participants it is Meggitt-USA, Inc. 401(k) Plan in OH (4,336 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Stratas Foods LLC Retirement Plan (TN) $71M · 788
- Bigbear.Ai 401(k) Plan (MD) $71M · 649
- Lipsitz Green Scime Cambria, LLP 401(k) Plan (NY) $71M · 129
- Healthwise Incorporated 401(k) Plan (ID) $71M · 285
Similar participant headcount
Nearest other-state filings by covered participants (4,335 participants); asset peers above are excluded.
- Meggitt-USA, Inc. 401(k) Plan (OH) 4,336 · 1 off
- Pathways 401(k) Plan (VA) 4,337 · 2 off
- Hartland 401(k) Retirement Plan Trust (NC) 4,337 · 2 off
- South Texas Pizza Inc 401(k) Plan (TX) 4,340 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.