401(k) · DOL Form 5500 · 2023

Plan Fiduciary Services, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
296
Participants Below avg headcount
53rd
Percentile by assets National rank
$26,001
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New Frontier Pooled Employer Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance

$8M in assets, 296 participants

Plan Fiduciary Services, Inc.'s New Frontier Pooled Employer Plan reported $8M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,380 in Finance & Insurance (8,869 peers)

Coverage in Florida

New Frontier Pooled Employer Plan covers 296 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#3,380
in Finance & Insurance (8,869 peers)
+28.5%
assets growth YoY

New Frontier Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

New Frontier Pooled Employer Plan vs every filed plan by assets

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

$7,696,232 Top 47% higher than 53% 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

New Frontier Pooled Employer Plan 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. New Frontier Pooled Employer Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Frontier Pooled Employer Plan reported net income rose from -$334K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • New Frontier Pooled Employer Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • New Frontier Pooled Employer Plan reported participants fell from 305 in the plan year 2022 filing to 296 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273523833 · Plan Fiduciary Services, Inc. PY 2023 · 401(k)

New Frontier Pooled Employer Plan · $8M · 296 · 53rd

  • ASSETS $8M
  • ASSETS 296
  • ASSETS 53rd
  • ASSETS 401(k)
  • ASSETS near The Contractors Retirement Plan
  • ASSETS ind #3380

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 →

New Frontier Pooled Employer Plan in the asset neighbourhood

New Frontier Pooled Employer PlanNew Frontier Pooled Employer…$8MThe Contractors Retirement PlanThe Contractors Retirement P…$8MLiquidia Technologies 401(k) PlanLiquidia Technologies 401(k)…$8MLeaseaccelerator, Inc. Retirement Savings PlanLeaseaccelerator, Inc. Retir…$8MGiant Rv 401(k) Plan$8M
End-of-year total assets ($M) among New Frontier Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN273523833
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plan Fiduciary Services, Inc.)

Sponsor-wide plan assets over time

All Plan Fiduciary Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$301M 34.19785249961673% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $225M $301M ▲ +34.2%
Year Plans Participants Total Assets
2022 6 4,787 $225M
2023 6 17,113 $330M
2024 7 18,448 $301M

Nearby 401(k) Plans in Florida

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

New Frontier Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants New Frontier Pooled Employer Plan, Total assets ($B): 0.007696232 · Participants: 296New Frontier Pooled Employer PlanL3harris 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
New Frontier Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare New Frontier Pooled Employer Plan side-by-side with 3 peers →

New Frontier Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Contractors Retirement Plan in PA ($8M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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 New Frontier Pooled Employer Plan assets move in 2023? ▼
New Frontier Pooled Employer Plan grew sharply - up 28.5% during 2023, from $6M to $8M. Reported net income was $2M.
How have Plan Fiduciary Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan Fiduciary Services, Inc.'s sponsor-wide assets grew 34.2%, from $225M to $301M.
Which 401(k) plans are similar in size to New Frontier Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in PA ($8M, 527 participants).
Which 401(k) plans cover a similar participant headcount to New Frontier Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 273523833.

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.