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
2,871
Participants Above avg headcount
87th
Percentile by assets National rank
$20,944
Avg per participant Low balance/head
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Official DOL plan name: Onedigital Open Pooled Employer Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance

$60M in assets, 2,871 participants

Plan Fiduciary Services, Inc.'s Onedigital Open Pooled Employer Plan reported $60M in total assets and 2,871 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.

  • #7,145 in Finance & Insurance (8,869 peers)

Coverage in Florida

Onedigital Open Pooled Employer Plan covers 2,871 participants in Florida, 4.6x the typical Florida plan (state average ~628 per filing). Assets: $60M.

#7,145
in Finance & Insurance (8,869 peers)
+44.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Onedigital Open Pooled Employer Plan's outsized position by total assets

Onedigital Open Pooled Employer Plan vs every filed plan by assets

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

$60,129,933 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

Onedigital Open 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. Onedigital Open Pooled Employer Plan lands in the large band (2,871 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Onedigital Open Pooled Employer Plan reported net income rose from -$1M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Onedigital Open Pooled Employer Plan reported participants rose from 1,237 in the plan year 2022 filing to 2,871 in the plan year 2023 filing.
  • Onedigital Open Pooled Employer Plan end-of-year assets rose from $42M in the plan year 2022 filing to $60M 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)

Onedigital Open Pooled Employer Plan · $60M · 2,871 · 87th

  • EIN $60M
  • EIN 2,871
  • EIN 87th
  • EIN 401(k)
  • EIN near Globe Metallurgical, Inc. Retirement Savings Plan
  • EIN ind #7145

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 →

Onedigital Open Pooled Employer Plan in the asset neighbourhood

Onedigital Open Pooled Employer PlanOnedigital Open Pooled Emplo…$60MGlobe Metallurgical, Inc. Retirement Savings PlanGlobe Metallurgical, Inc. Re…$60MAllen, Allen, Allen & Allen Retirement Savings PlanAllen, Allen, Allen & Allen …$60MKth Parts Industries, Inc. 401(k) Savings PlanKth Parts Industries, Inc. 4…$60MPlaid 401(k) Plan$60M
End-of-year total assets ($M) among Onedigital Open Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$60M
Net Income$18M
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.

Onedigital Open Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Onedigital Open Pooled Employer Plan, Total assets ($B): 0.060129933 · Participants: 2871Onedigital Open 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
Onedigital Open Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Onedigital Open Pooled Employer Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Globe Metallurgical, Inc. Retirement Savings Plan in OH ($60M); by covered participants it is Cooper Tire & Rubber Company Spectrum Investment Savings Plan in OH (2,871 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,871 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 Onedigital Open Pooled Employer Plan assets move in 2023? ▼
Onedigital Open Pooled Employer Plan surged - up 44.0% during 2023, from $42M to $60M. Reported net income was $18M.
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 Onedigital Open Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Onedigital Open 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 Onedigital Open Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Globe Metallurgical, Inc. Retirement Savings Plan in OH ($60M, 963 participants).
Which 401(k) plans cover a similar participant headcount to Onedigital Open Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooper Tire & Rubber Company Spectrum Investment Savings Plan in OH (2,871 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.