401(k) · DOL Form 5500 · 2023

Plan Fiduciary Services, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
2,506
Participants Above avg headcount
87th
Percentile by assets National rank
$23,872
Avg per participant Low balance/head
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Official DOL plan name: Enterprise Select Pooled Employer Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance

$60M in assets, 2,506 participants

Plan Fiduciary Services, Inc.'s Enterprise Select Pooled Employer Plan reported $60M in total assets and 2,506 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,135 in Finance & Insurance (8,869 peers)

Coverage in Florida

Enterprise Select Pooled Employer Plan covers 2,506 participants in Florida, 4.0x the typical Florida plan (state average ~628 per filing). Assets: $60M.

#7,135
in Finance & Insurance (8,869 peers)
+150.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Enterprise Select Pooled Employer Plan's outsized position by total assets

Enterprise Select Pooled Employer Plan vs every filed plan by assets

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

$59,822,627 Top 13% higher than 87% 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

Enterprise Select Pooled Employer Plan'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. Enterprise Select Pooled Employer Plan lands in the large band (2,506 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Enterprise Select Pooled Employer Plan reported participants rose from N/A in the plan year 2022 filing to 2,506 in the plan year 2023 filing.
  • Enterprise Select Pooled Employer Plan end-of-year assets rose from $24M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Enterprise Select Pooled Employer Plan reported net income rose from $24M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Enterprise Select Pooled Employer Plan · $60M · 2,506 · 87th

  • BOY $60M
  • SCH 2,506
  • EBSA 87th
  • PART 401(k)
  • TYPE near Bergstrom Inc Profit Sharing and Employee Savings Plan
  • NET ind #7135

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 →

Enterprise Select Pooled Employer Plan in the asset neighbourhood

Wolf & Company, P.C. 401(k) PlanWolf & Company, P.C. 401(k) …$60MTerra Holdings 401(k) Plan$60MEnterprise Select Pooled Employer PlanEnterprise Select Pooled Emp…$60MBergstrom Inc Profit Sharing and Employee Savings PlanBergstrom Inc Profit Sharing…$60MBoddie-Noell Enterprises, Inc. Savings and Employee Retirement PlanBoddie-Noell Enterprises, In…$60M
End-of-year total assets ($M) among Enterprise Select Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$60M
Net Income$36M
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.

Enterprise Select Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Enterprise Select Pooled Employer Plan, Total assets ($B): 0.059822627 · Participants: 2506Enterprise Select 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
Enterprise Select Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Enterprise Select Pooled Employer Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Bergstrom Inc Profit Sharing and Employee Savings Plan in IL ($60M); by covered participants it is Myriad Genetics, Inc. 401(k) Profit Sharing Plan in UT (2,506 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,506 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 Enterprise Select Pooled Employer Plan assets move in 2023? ▼
Enterprise Select Pooled Employer Plan surged - up 150.3% during 2023, from $24M to $60M. Reported net income was $36M.
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.
Where does Enterprise Select Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Enterprise Select Pooled Employer Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Enterprise Select Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bergstrom Inc Profit Sharing and Employee Savings Plan in IL ($60M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Enterprise Select Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Myriad Genetics, Inc. 401(k) Profit Sharing Plan in UT (2,506 participants, $390M 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.