401(k) · DOL Form 5500 · 2023

Pls Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,453
Participants Near avg headcount
79th
Percentile by assets National rank
$20,246
Avg per participant Low balance/head
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Official DOL plan name: Pls Financial Services, Inc. 401(k) Plan · Sponsored by Pls Financial Services, Inc. · Illinois · Finance & Insurance

$29M in assets, 1,453 participants

Pls Financial Services, Inc.'s Pls Financial Services, Inc. 401(k) Plan reported $29M in total assets and 1,453 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,006 in Finance & Insurance (8,869 peers)

Where Pls Financial Services, Inc. 401(k) Plan sits by assets

Pls Financial Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 1,453 participants (~$20,246/participant), up 27.2% in 2023.

#6,006
in Finance & Insurance (8,869 peers)
+27.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pls Financial Services, Inc. 401(k) Plan's outsized position by total assets

Pls Financial Services, Inc. 401(k) Plan vs every filed plan by assets

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

$29,417,604 Top 21% higher than 79% 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

Pls Financial Services, Inc. 401(k) 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. Pls Financial Services, Inc. 401(k) Plan lands in the large band (1,453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pls Financial Services, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pls Financial Services, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Pls Financial Services, Inc. 401(k) Plan reported participants fell from 1,635 in the plan year 2022 filing to 1,453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364179718 · Pls Financial Services, Inc. PY 2023 · 401(k)

Pls Financial Services, Inc. 401(k) Plan · $29M · 1,453 · 79th

  • SCH $29M
  • EBSA 1,453
  • PART 79th
  • TYPE 401(k)
  • NET near Kpa Services, LLC 401(k) Plan
  • BOOK ind #6006

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 Illinois →

Pls Financial Services, Inc. 401(k) Plan in the asset neighbourhood

Pls Financial Services, Inc. 401(k) PlanPls Financial Services, Inc.…$29MKpa Services, LLC 401(k) Plan$29MThe Gund Company Retirement Savings PlanThe Gund Company Retirement …$29MCobb Mechanical Contractors, Inc. 401 (K) & Profit Sharing PlanCobb Mechanical Contractors,…$29MScott Bridge Company, Inc. Profit Sharing PlanScott Bridge Company, Inc. P…$29M
End-of-year total assets ($M) among Pls Financial Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN364179718
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pls Financial Services, Inc.)

Sponsor-wide plan assets over time

All Pls Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 54.618591671723074% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $35.8M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 1,635 $23M
2023 1 1,453 $29M
2024 1 1,618 $36M

Nearby 401(k) Plans in Illinois

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

Pls Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pls Financial Services, Inc. 401(k) Plan, Total assets ($B): 0.029417604 · Participants: 1453Pls Financial Services, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Pls Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pls Financial Services, Inc. 401(k) Plan side-by-side with 3 peers →

Pls Financial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kpa Services, LLC 401(k) Plan in CO ($29M); by covered participants it is Cha Consulting, Inc. Retirement Investment Plan in NY (1,453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,453 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 Pls Financial Services, Inc. 401(k) Plan assets move in 2023? ▼
Pls Financial Services, Inc. 401(k) Plan grew sharply - up 27.2% during 2023, from $23M to $29M. Reported net income was $6M.
How have Pls Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pls Financial Services, Inc.'s sponsor-wide assets grew 54.6%, from $23M to $36M.
Where does Pls Financial Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pls Financial Services, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pls Financial Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kpa Services, LLC 401(k) Plan in CO ($29M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Pls Financial Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cha Consulting, Inc. Retirement Investment Plan in NY (1,453 participants, $230M 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 364179718.

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.