401(k) · DOL Form 5500 · 2023

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
209
Participants Below avg headcount
33rd
Percentile by assets National rank
$11,911
Avg per participant Low balance/head
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Official DOL plan name: Envision Retirement Savings Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Administrative & Support Services

$2M in assets, 209 participants

Plan Compliance Services, Inc.'s Envision Retirement Savings Plan reported $2M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,469 in Administrative & Support Services (4,372 peers)

Coverage in Florida

Envision Retirement Savings Plan covers 209 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#2,469
in Administrative & Support Services (4,372 peers)
+95.7%
assets growth YoY

Envision Retirement Savings Plan among the smaller filed plans by assets

Envision Retirement Savings Plan vs every filed plan by assets

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

$2,489,478 33rd percentile higher than 33% 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

Envision Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envision Retirement Savings Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Envision Retirement Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Envision Retirement Savings Plan reported participants rose from 112 in the plan year 2022 filing to 209 in the plan year 2023 filing.
  • Envision Retirement Savings Plan reported net income rose from $686K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593708427 · Plan Compliance Services, Inc. PY 2023 · 401(k)

Envision Retirement Savings Plan · $2M · 209 · 33rd

  • ASSETS $2M
  • PCT 209
  • EIN 33rd
  • RANK 401(k)
  • PHOTO near Raleigh W. Johnson & Company 401(k)Plan
  • IND ind #2469

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 Administrative & Support Services retirement plans → · Plans in Florida →

Envision Retirement Savings Plan in the asset neighbourhood

Envision Retirement Savings PlanEnvision Retirement Savings …$2MRaleigh W. Johnson & Company 401(k)PlanRaleigh W. Johnson & Company…$2MThomas Dental Care 401(k) Profit Sharing PlanThomas Dental Care 401(k) Pr…$2MBlue Wave Ultrasonics, Inc. 401(k) PlanBlue Wave Ultrasonics, Inc. …$2MCornerstone Dentistry, Inc. 401(k) Profit Sharing PlanCornerstone Dentistry, Inc. …$2M
End-of-year total assets ($M) among Envision Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN593708427
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plan Compliance Services, Inc.)

Sponsor-wide plan assets over time

All Plan Compliance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$337M 862.9360200109807% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $35M $337M ▲ +863.0%
Year Plans Participants Total Assets
2022 14 1,174 $35M
2023 21 6,964 $138M
2024 21 8,353 $337M

Nearby 401(k) Plans in Florida

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

Envision Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Envision Retirement Savings Plan, Total assets ($B): 0.002489478 · Participants: 209Envision 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
Envision Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Envision Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Raleigh W. Johnson & Company 401(k)Plan in TX ($2M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Envision Retirement Savings Plan assets move in 2023? ▼
Envision Retirement Savings Plan surged - up 95.7% during 2023, from $1M to $2M. Reported net income was $1M.
How have Plan Compliance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan Compliance Services, Inc.'s sponsor-wide assets grew 862.9%, from $35M to $337M.
Which 401(k) plans are similar in size to Envision Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Raleigh W. Johnson & Company 401(k)Plan in TX ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Envision Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 593708427.

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.