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
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
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.
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
Florida filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 593270426 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING 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
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
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).
- Pdg 401(k) Plan (CA) $21M · 170
- Ocular Therapeutix, Inc. Employee Retirement Plan (MA) $21M · 274
- Churchill Management Corp 401(k) Prof Shar Plan (CA) $21M · 101
- Planned Parenthood of Wisconsin Retirement Plan (WI) $21M · 215
Similar participant headcount
Nearest other-state filings by covered participants (3,368 participants); asset peers above are excluded.
- Columbia Sussex 401(k) Plan (KY) 3,367 · 1 off
- Ocean State Jobbers, Inc. & Affiliates 401(k) Plan (RI) 3,367 · 1 off
- Crestwood 401(k) Plan (CA) 3,370 · 2 off
- Invesco 401(k) Plan (GA) 3,371 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.