401(k) · DOL Form 5500 · 2023

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
35th
Percentile by assets National rank
$162,825
Avg per participant Above avg balance/head
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Official DOL plan name: Insight Financial Partners Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Professional & Technical Services

$3M in assets, 18 participants

Plan Compliance Services, Inc.'s Insight Financial Partners Pooled Employer Plan reported $3M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,517 in Professional & Technical Services (20,321 peers)

Plan Compliance Services, Inc. multi-year trail

Plan Compliance Services, Inc.'s plans moved +862.9% in assets from 2022 to 2024; this filing shows Insight Financial Partners Pooled Employer Plan at $3M / 18 participants.

#6,517
in Professional & Technical Services (20,321 peers)
+24.5%
assets growth YoY

Insight Financial Partners Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Insight Financial Partners Pooled Employer Plan vs every filed plan by assets

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

$2,930,858 35th percentile higher than 35% 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

Insight Financial Partners Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insight Financial Partners Pooled Employer Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insight Financial Partners Pooled Employer Plan reported net income rose from -$205K in the plan year 2022 filing to $577K in the plan year 2023 filing.
  • Insight Financial Partners Pooled Employer Plan reported participants rose from 12 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Insight Financial Partners Pooled Employer Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593708427 · Plan Compliance Services, Inc. PY 2023 · 401(k)

Insight Financial Partners Pooled Employer Plan · $3M · 18 · 35th

  • PART $3M
  • TYPE 18
  • NET 35th
  • BOOK 401(k)
  • VS-ST near Roth and Spellman LLP Employee's 401(k) Plan
  • BOY ind #6517

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 Professional & Technical Services retirement plans → · Plans in Florida →

Insight Financial Partners Pooled Employer Plan in the asset neighbourhood

Insight Financial Partners Pooled Employer PlanInsight Financial Partners P…$3MRoth and Spellman LLP Employee's 401(k) PlanRoth and Spellman LLP Employ…$3MRealtor Alliance of Greater CincinnatiRealtor Alliance of Greater …$3MBuchanan Advisors, Inc. 401(k) PlanBuchanan Advisors, Inc. 401(…$3MHauppauge Computer Works, Inc. Retirement PlanHauppauge Computer Works, In…$3M
End-of-year total assets ($M) among Insight Financial Partners Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Plan Compliance Services, Inc. multi-year asset trail

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
$0M$100M$200M$300M$400M 202220232024 $35M $337M ▲ +863.0%
Year Plans Participants Total Assets
2022 14 1,174 $35M
2023 21 6,964 $138M
2024 21 8,353 $337M

Plan Compliance Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$577K
Employer EIN593708427
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Insight Financial Partners Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Insight Financial Partners Pooled Employer Plan, Total assets ($B): 0.002930858 · Participants: 18Insight Financial Partners 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
Insight Financial Partners Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Insight Financial Partners Pooled Employer Plan side-by-side with 3 peers →

Insight Financial Partners Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Roth and Spellman LLP Employee's 401(k) Plan in NJ ($3M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Insight Financial Partners Pooled Employer Plan assets move in 2023? ▼
Insight Financial Partners Pooled Employer Plan grew sharply - up 24.5% during 2023, from $2M to $3M. Reported net income was $577K.
How have Plan Compliance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan Compliance Services, Inc.'s sponsor-wide assets grew 862.9%, from $35M to $337M.
Which 401(k) plans are similar in size to Insight Financial Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roth and Spellman LLP Employee's 401(k) Plan in NJ ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Insight Financial Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 593708427.

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.