Money Purchase · DOL Form 5500 · 2023
Pro Serve Corporation of Sarasota, Inc. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust · Sponsored by Pro Serve Corporation of Sarasota, Inc. · Florida · Professional & Technical Services
$4M in assets, 3 participants
Pro Serve Corporation of Sarasota, Inc.'s Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,911 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust holds $4M for 3 participants - about $1.4M per participant, in the lower half of filed plans by assets.
- #7,911
- in Professional & Technical Services (20,321 peers)
- +5.4%
- assets growth YoY
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,273,950 41st percentile higher than 41% 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
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust reported net income fell from $264K in the plan year 2022 filing to $219K in the plan year 2023 filing.
- Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 592018964 · Pro Serve Corporation of Sarasota, Inc. PY 2023 · Money Purchase
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust · $4M · 3 · 41st
- EIN $4M
- EIN 3
- EIN 41st
- EIN Money Purchase
- EIN near Kai Ming, Inc 403(b) DC Retirement Plan
- EIN ind #7911
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 Professional & Technical Services retirement plans → · Plans in Florida →
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $219K |
| Employer EIN | 592018964 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pro Serve Corporation of Sarasota, Inc.)
Sponsor-wide plan assets over time
All Pro Serve Corporation of Sarasota, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 5.452201537171321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $4M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Kai Ming, Inc 403(b) DC Retirement Plan in CA ($4M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.