401(k) · DOL Form 5500 · 2023

Plan Fiduciary Services, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
82
Participants Small participant base
71st
Percentile by assets National rank
$224,820
Avg per participant Above avg balance/head
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Official DOL plan name: Great West Affiliated Employers Retirement Savings Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance

$18M in assets, 82 participants

Plan Fiduciary Services, Inc.'s Great West Affiliated Employers Retirement Savings Plan reported $18M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,080 in Finance & Insurance (8,869 peers)

Plan Fiduciary Services, Inc. multi-year trail

Plan Fiduciary Services, Inc.'s plans moved +34.2% in assets from 2022 to 2024; this filing shows Great West Affiliated Employers Retirement Savings Plan at $18M / 82 participants.

#5,080
in Finance & Insurance (8,869 peers)
+9.5%
assets growth YoY

Great West Affiliated Employers Retirement Savings Plan's outsized position by total assets

Great West Affiliated Employers Retirement Savings Plan vs every filed plan by assets

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

$18,435,210 Top 29% higher than 71% 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

Great West Affiliated Employers Retirement Savings 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. Great West Affiliated Employers Retirement Savings Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Great West Affiliated Employers Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Great West Affiliated Employers Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Great West Affiliated Employers Retirement Savings Plan reported participants fell from 85 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Great West Affiliated Employers Retirement Savings Plan · $18M · 82 · 71st

  • IND $18M
  • IND 82
  • IND 71st
  • IND 401(k)
  • IND near Pyramid Companies 401(k) Plan
  • IND ind #5080

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 →

Great West Affiliated Employers Retirement Savings Plan in the asset neighbourhood

Great West Affiliated Employers Retirement Savings PlanGreat West Affiliated Employ…$18MPyramid Companies 401(k) Plan$18MRobert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) PlanRobert Kaufman Co., Inc. Pro…$18MBeacon Communications, LLC 401(k) Profit Sharing PlanBeacon Communications, LLC 4…$18MLarosa's 401(k) Savings Plan$18M
End-of-year total assets ($M) among Great West Affiliated Employers Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Plan Fiduciary Services, Inc. multi-year asset trail

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

Plan Fiduciary Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN273523833
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Great West Affiliated Employers Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Great West Affiliated Employers Retirement Savings Plan, Total assets ($B): 0.01843521 · Participants: 82Great West Affiliated Employers Retirement Savings 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
Great West Affiliated Employers Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Great West Affiliated Employers Retirement Savings Plan side-by-side with 3 peers →

Great West Affiliated Employers Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pyramid Companies 401(k) Plan in NY ($18M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Great West Affiliated Employers Retirement Savings Plan assets move in 2023? ▼
Great West Affiliated Employers Retirement Savings Plan grew at a solid clip - up 9.5% during 2023, from $17M to $18M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Great West Affiliated Employers Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pyramid Companies 401(k) Plan in NY ($18M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Great West Affiliated Employers Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants, N/A 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.