Money Purchase · DOL Form 5500 · 2023

Pro Serve Corporation of Sarasota, Inc. Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets
3
Participants
41st
Percentile by assets
$1.4M
Avg per participant
PlainRetire home → About this data

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.

  • 41st percentile by assets (of 127,072 plans)
  • #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.

$4M
total plan assets (2023 EOY)
3
covered participants
41st
percentile by assets (of 127,072 plans)
$1.4M
avg assets per participant

Where Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Florida
Industry
Professional & Technical Services

Money Purchase filing for Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust

Money Purchase filing for plan year 2023: EIN 592018964 ; effective since 1980-10-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$219K
Employer EIN592018964
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pro Serve Corporation of Sarasota, Inc.)

$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $4.06M $3.83M ▼ -5.7%
Total plan assets by year, all Pro Serve Corporation of Sarasota, Inc. plans on file
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.

Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Pro Serve Corporatio…, Total assets ($M): 4.27395 · Participants: 3Pro Serve Corporatio…Elliott Money Purcha…, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purcha…Southern States Savi…, Total assets ($M): 178.216433 · Participants: 13258Southern States Savi…NECA-IBEW 177 Pensio…, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pensio…Lifelink Foundation,…, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation,…I.B.E.W. Local Union…, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union…
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Pro Serve Corporation of Sarasota, Inc. … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust assets move in 2023? ▼
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust grew at a solid clip - up 5.4% during 2023, from $4M to $4M. Reported net income was $219K.
How have Pro Serve Corporation of Sarasota, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pro Serve Corporation of Sarasota, Inc.'s sponsor-wide assets declined 5.5%, from $4M to $4M.
Which Money Purchase plans are similar in size to Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Kai Ming, Inc 403(b) DC Retirement Plan in CA ($4M, 85 participants).

Next read for Pro Serve Corporation of Sarasota, Inc. …

Filing takeaways

Ways to act on Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust's numbers.

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 592018964.

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.