401(k) · DOL Form 5500 · 2023

The Csi Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
3,368
Participants Above avg headcount
73rd
Percentile by assets National rank
$6,198
Avg per participant Low balance/head
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Official DOL plan name: The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by The Csi Companies, Inc. · Florida · Administrative & Support Services

$21M in assets, 3,368 participants

The Csi Companies, Inc.'s The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust reported $21M in total assets and 3,368 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #3,778 in Administrative & Support Services (4,372 peers)

Coverage in Florida

The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust covers 3,368 participants in Florida, 5.4x the typical Florida plan (state average ~628 per filing). Assets: $21M.

#3,778
in Administrative & Support Services (4,372 peers)
+22.5%
assets growth YoY

The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$20,874,974 Top 27% higher than 73% 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

The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust'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. The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust lands in the large band (3,368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $306K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 2,551 in the plan year 2022 filing to 3,368 in the plan year 2023 filing.
  • The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593270426 · The Csi Companies, Inc. PY 2023 · 401(k)

The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust · $21M · 3,368 · 73rd

  • BOOK $21M
  • BOOK 3,368
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Pdg 401(k) Plan
  • BOOK ind #3778

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 Administrative & Support Services retirement plans → · Plans in Florida →

The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ocular Therapeutix, Inc. Employee Retirement PlanOcular Therapeutix, Inc. Emp…$21MChurchill Management Corp 401(k) Prof Shar PlanChurchill Management Corp 40…$21MThe Csi Companies, Inc. 401(k) Profit Sharing Plan and TrustThe Csi Companies, Inc. 401(…$21MPdg 401(k) Plan$21MPlanned Parenthood of Wisconsin Retirement PlanPlanned Parenthood of Wiscon…$21M
End-of-year total assets ($M) among The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN593270426
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Csi Companies, Inc.)

Sponsor-wide plan assets over time

All The Csi Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 44.449111232973024% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $24.6M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 2,551 $17M
2023 1 3,368 $21M
2024 1 2,755 $25M

Nearby 401(k) Plans in Florida

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

The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.020874974 · Participants: 3368The Csi Companies, Inc. 401(k) Profit Sharing Plan and TrustL3harris 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
The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pdg 401(k) Plan in CA ($21M); by covered participants it is Columbia Sussex 401(k) Plan in KY (3,367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,368 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 The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023?
The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 22.5% during 2023, from $17M to $21M. Reported net income was $4M.
How have The Csi Companies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Csi Companies, Inc.'s sponsor-wide assets grew 44.4%, from $17M to $25M.
Which 401(k) plans are similar in size to The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Pdg 401(k) Plan in CA ($21M, 170 participants).
Which 401(k) plans cover a similar participant headcount to The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Columbia Sussex 401(k) Plan in KY (3,367 participants, $85M in assets).