401(k) · DOL Form 5500 · 2023

Eduserve, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
6,884
Participants Above avg headcount
88th
Percentile by assets National rank
$9,752
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eduserve/Csusa Retirement Plan · Sponsored by Eduserve, Inc. · Florida · Educational Services

$67M in assets, 6,884 participants

Eduserve, Inc.'s Eduserve/Csusa Retirement Plan reported $67M in total assets and 6,884 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,952 in Educational Services (3,735 peers)

Coverage in Florida

Eduserve/Csusa Retirement Plan covers 6,884 participants in Florida, 11x the typical Florida plan (state average ~628 per filing). Assets: $67M.

#2,952
in Educational Services (3,735 peers)
+31.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Eduserve/Csusa Retirement Plan's outsized position by total assets

Eduserve/Csusa Retirement Plan vs every filed plan by assets

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

$67,130,316 Top 12% higher than 88% 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

Eduserve/Csusa Retirement 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. Eduserve/Csusa Retirement Plan lands in the large band (6,884 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eduserve/Csusa Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Eduserve/Csusa Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Eduserve/Csusa Retirement Plan reported participants rose from 6,280 in the plan year 2022 filing to 6,884 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 834481053 · Eduserve, Inc. PY 2023 · 401(k)

Eduserve/Csusa Retirement Plan · $67M · 6,884 · 88th

  • VS-ST $67M
  • VS-ST 6,884
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Bay Coast Bank 401(k) Plan
  • VS-ST ind #2952

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 Educational Services retirement plans → · Plans in Florida →

Eduserve/Csusa Retirement Plan in the asset neighbourhood

Primemed, P. C. 401(k) Plan$67MD & B Engineers and Architects, D.P.C. Employees Savings and Retirement PlanD & B Engineers and Architec…$67MEduserve/Csusa Retirement PlanEduserve/Csusa Retirement Pl…$67MBay Coast Bank 401(k) Plan$67MAcmh 403(b) Defined Contribution PlanAcmh 403(b) Defined Contribu…$67M
End-of-year total assets ($M) among Eduserve/Csusa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$67M
Net Income$16M
Employer EIN834481053
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eduserve, Inc.)

Sponsor-wide plan assets over time

All Eduserve, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 64.91753115372276% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $50.9M $84M ▲ +64.9%
Year Plans Participants Total Assets
2022 1 6,280 $51M
2023 1 6,884 $67M
2024 1 7,514 $84M

Nearby 401(k) Plans in Florida

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

Eduserve/Csusa Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Eduserve/Csusa Retirement Plan, Total assets ($B): 0.067130316 · Participants: 6884Eduserve/Csusa Retirement 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
Eduserve/Csusa Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Scale composition for Eduserve/Csusa Retirement Plan

Eduserve/Csusa Retirement Plan reports $67M in end-of-year assets across 6,884 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $9,752 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $16M.

This plan identity (EIN 834481053, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $51M to $84M (+64.9%) while covered participants moved from 6,280 to 7,514 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,280 $51M Open filing
2023 6,884 $67M This page
2024 · index core 7,514 $84M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Eduserve/Csusa Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bay Coast Bank 401(k) Plan in MA ($67M); by covered participants it is The Christ Hospital 403(b) Retirement Savings Plan in OH (6,885 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,884 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 Eduserve/Csusa Retirement Plan assets move in 2023?
Eduserve/Csusa Retirement Plan surged - up 31.8% during 2023, from $51M to $67M. Reported net income was $16M.
How have Eduserve, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Eduserve, Inc.'s sponsor-wide assets grew 64.9%, from $51M to $84M.
Where does Eduserve/Csusa Retirement Plan rank by assets among Form 5500 filers?
Eduserve/Csusa Retirement Plan ranks in the 88th 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 Eduserve/Csusa Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bay Coast Bank 401(k) Plan in MA ($67M, 561 participants).
Which 401(k) plans cover a similar participant headcount to Eduserve/Csusa Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is The Christ Hospital 403(b) Retirement Savings Plan in OH (6,885 participants, $451M in assets).