401(k) · DOL Form 5500 · 2023

Plan Fiduciary Services, Inc. 401(k) Plan

Data updated 2026-08-25

$181M
Total assets Near avg plan size
11,292
Participants Very large workforce
94th
Percentile by assets National rank
$16,038
Avg per participant Low balance/head
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Official DOL plan name: The Platinum 401(k) Retirement Savings Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance

$181M in assets, 11,292 participants

Plan Fiduciary Services, Inc.'s The Platinum 401(k) Retirement Savings Plan reported $181M in total assets and 11,292 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,071 in Finance & Insurance (8,869 peers)

Coverage in Florida

The Platinum 401(k) Retirement Savings Plan covers 11,292 participants in Florida, 18x the typical Florida plan (state average ~628 per filing). Assets: $181M.

#8,071
in Finance & Insurance (8,869 peers)
+36.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

The Platinum 401(k) Retirement Savings Plan's outsized position by total assets

The Platinum 401(k) Retirement Savings Plan vs every filed plan by assets

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

$181,100,987 Top 6% higher than 94% 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

The Platinum 401(k) Retirement Savings Plan's mega-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 Platinum 401(k) Retirement Savings Plan is a mega filing (11,292 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Platinum 401(k) Retirement Savings Plan reported participants rose from 3,100 in the plan year 2022 filing to 11,292 in the plan year 2023 filing.
  • The Platinum 401(k) Retirement Savings Plan reported net income rose from -$35M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • The Platinum 401(k) Retirement Savings Plan end-of-year assets rose from $133M in the plan year 2022 filing to $181M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

The Platinum 401(k) Retirement Savings Plan · $181M · 11,292 · 94th

  • IND $181M
  • IND 11,292
  • IND 94th
  • IND 401(k)
  • IND near Kansas City Southern 401(k) and Profit Sharing Plan
  • IND ind #8071

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 →

The Platinum 401(k) Retirement Savings Plan in the asset neighbourhood

Sp+ 401(k) Savings Plan$181MRehab Employee Services 401(k) PlanRehab Employee Services 401(…$181MKansas City Southern 401(k) and Profit Sharing PlanKansas City Southern 401(k) …$181MThe Platinum 401(k) Retirement Savings PlanThe Platinum 401(k) Retireme…$181MHeineken USA Savings and Retirement PlanHeineken USA Savings and Ret…$181M
End-of-year total assets ($M) among The Platinum 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$181M
Net Income$48M
Employer EIN273523833
Plan Effective Date2011-01-01
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.

The Platinum 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Platinum 401(k) Retirement Savings Plan, Total assets ($B): 0.181100987 · Participants: 11292The Platinum 401(k) 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
The Platinum 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Platinum 401(k) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for The Platinum 401(k) Retirement Savings Plan

The Platinum 401(k) Retirement Savings Plan reports $181M in end-of-year assets across 11,292 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $16,038 per participant (12% of the national average assets-per-participant) . Net income for plan year 2023 was $48M.

This plan identity (EIN 273523833, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $133M to $97M (-26.6%) while covered participants moved from 3,100 to 11,156 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 3,100 $133M Open filing
2023 11,292 $181M This page
2024 · index core 11,156 $97M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

The Platinum 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kansas City Southern 401(k) and Profit Sharing Plan in MO ($181M); by covered participants it is Prospect Medical Retirement Savings Plan a in CA (11,285 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($181M here).

Similar participant headcount

Nearest other-state filings by covered participants (11,292 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 The Platinum 401(k) Retirement Savings Plan assets move in 2023? ▼
The Platinum 401(k) Retirement Savings Plan surged - up 36.5% during 2023, from $133M to $181M. Reported net income was $48M.
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 The Platinum 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Platinum 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Platinum 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kansas City Southern 401(k) and Profit Sharing Plan in MO ($181M, 1,622 participants).
Which 401(k) plans cover a similar participant headcount to The Platinum 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prospect Medical Retirement Savings Plan a in CA (11,285 participants, $515M 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.