401(k) · DOL Form 5500 · 2023
Plan Compliance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $33,141
- Avg per participant Low balance/head
Official DOL plan name: Tag(K) Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance
$9M in assets, 282 participants
Plan Compliance Services, Inc.'s Tag(K) Pooled Employer Plan reported $9M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,710 in Finance & Insurance (8,869 peers)
Coverage in Florida
Tag(K) Pooled Employer Plan covers 282 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $9M.
- #3,710
- in Finance & Insurance (8,869 peers)
- +231.1%
- assets growth YoY
Tag(K) Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers
Tag(K) Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,345,820 Top 43% higher than 57% 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
Tag(K) 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. Tag(K) Pooled Employer Plan sits mid-pack in the medium band (282 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tag(K) Pooled Employer Plan reported participants rose from 17 in the plan year 2022 filing to 282 in the plan year 2023 filing.
- Tag(K) Pooled Employer Plan end-of-year assets rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Tag(K) Pooled Employer Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 593708427 · Plan Compliance Services, Inc. PY 2023 · 401(k)
Tag(K) Pooled Employer Plan · $9M · 282 · 57th
- IND $9M
- EOY 282
- 5500 57th
- ASSETS 401(k)
- PCT near Oht Partners, LLC 401(k) Plan
- EIN ind #3710
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 →
Tag(K) Pooled Employer Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $7M |
| Employer EIN | 593708427 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Compliance Services, Inc.)
Sponsor-wide plan assets over time
All Plan Compliance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $337M 862.9360200109807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 14 | 1,174 | $35M |
| 2023 | 21 | 6,964 | $138M |
| 2024 | 21 | 8,353 | $337M |
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
Tag(K) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Oht Partners, LLC 401(k) Plan in TX ($9M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.
- The Arcticom Group, LLC 401(k) Plan (CA) 282 · 0 off
- E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 282 · 0 off
- Hall Financial Group Employee Savings Plan & Trust (TX) 282 · 0 off
- Doug Andrus Distributing LLC 401(k) Plan (ID) 282 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.