401(k) · DOL Form 5500 · 2023
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $181M
- Total assets
- 11,292
- Participants
- 94th
- Percentile by assets
- $16,038
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $181M
- total plan assets (2023 EOY)
- 11,292
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $16,038
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. The Platinum 401(k) Retirement Savings Plan reports 11,292 participants - 18x that state average ($181M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $48M |
| Employer EIN | 273523833 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Fiduciary Services, Inc.)
| 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
- 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
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 (401(k), $97M, 11,156 participants)
- Onedigital Open Pooled Employer Plan (401(k), $94M, 2,871 participants)
- Enterprise Select Pooled Employer Plan (401(k), $77M, 3,918 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Platinum 401(k) Retirement Savings Plan by total assets, not by location.
- Kansas City Southern 401(k) and Profit Sharing Plan (MO) $181M · 1,622
- Rehab Employee Services 401(k) Plan (AL) $181M · 7,314
- Sp+ 401(k) Savings Plan (IL) $181M · 12,571
- Heineken USA Savings and Retirement Plan (NY) $181M · 434
Frequently Asked Questions
How did The Platinum 401(k) Retirement Savings Plan assets move in 2023? ▼
How have Plan Fiduciary Services, Inc. plan assets changed over time? ▼
Where does The Platinum 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Platinum 401(k) Retirement Savings Plan? ▼
Next read for The Platinum 401(k) Retirement Savings P…
Filing takeaways
Ways to act on The Platinum 401(k) Retirement Savings Plan's numbers.
- By total assets, The Platinum 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Plan Fiduciary Services, Inc.'s sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Finance & Insurance plans