401(k) · DOL Form 5500 · 2024

Softserve, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
264
Participants Below avg headcount
75th
Percentile by assets National rank
$97,935
Avg per participant Below avg balance/head
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Official DOL plan name: Softserve, Inc. 401(k) Plan · Sponsored by Softserve, Inc. · Florida · Other Services

$26M in assets, 264 participants

Softserve, Inc.'s Softserve, Inc. 401(k) Plan reported $26M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,706 in Other Services (7,719 peers)

Coverage in Florida

Softserve, Inc. 401(k) Plan covers 264 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $26M.

#6,706
in Other Services (7,719 peers)
+64.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Softserve, Inc. 401(k) Plan's outsized position by total assets

Softserve, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,854,785 Top 25% higher than 75% of 123,620 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 2024

Softserve, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Softserve, Inc. 401(k) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Softserve, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Softserve, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Softserve, Inc. 401(k) Plan reported participants rose from 253 in the plan year 2023 filing to 264 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030387060 · Softserve, Inc. PY 2024 · 401(k)

Softserve, Inc. 401(k) Plan · $26M · 264 · 75th

  • TYPE $26M
  • TYPE 264
  • TYPE 75th
  • TYPE 401(k)
  • TYPE near Rupp Pfalzgraf LLC 401(k) Profit Sharing Plan
  • TYPE ind #6706

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 Other Services retirement plans → · Plans in Florida →

Softserve, Inc. 401(k) Plan in the asset neighbourhood

Rupp Pfalzgraf LLC 401(k) Profit Sharing PlanRupp Pfalzgraf LLC 401(k) Pr…$26MCalifia Farms, LLC 401(k) PlanCalifia Farms, LLC 401(k) Pl…$26MCharles River Ventures, LLC 401(k) Profit Sharing PlanCharles River Ventures, LLC …$26MSoftserve, Inc. 401(k) Plan$26MLuxium Solutions, LLC 401(k) PlanLuxium Solutions, LLC 401(k)…$26M
End-of-year total assets ($M) among Softserve, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN030387060
Plan Effective Date2011-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Softserve, Inc.)

Sponsor-wide plan assets over time

All Softserve, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 161.2972457495008% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $9.89M $25.9M ▲ +161.4%
Year Plans Participants Total Assets
2022 1 209 $10M
2023 1 253 $16M
2024 1 264 $26M

Nearby 401(k) Plans in Florida

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

Softserve, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Softserve, Inc. 401(k) Plan, Total assets ($B): 0.025854785 · Participants: 264Softserve, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Softserve, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Softserve, Inc. 401(k) Plan side-by-side with 3 peers →

Softserve, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rupp Pfalzgraf LLC 401(k) Profit Sharing Plan in NY ($26M); by covered participants it is Foxtrot Ventures 401(k) Plan in DE (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Softserve, Inc. 401(k) Plan assets move in 2024? ▼
Softserve, Inc. 401(k) Plan surged - up 64.1% during 2024, from $16M to $26M. Reported net income was $5M.
How have Softserve, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Softserve, Inc.'s sponsor-wide assets grew 161.3%, from $10M to $26M.
Where does Softserve, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Softserve, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Softserve, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rupp Pfalzgraf LLC 401(k) Profit Sharing Plan in NY ($26M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Softserve, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Foxtrot Ventures 401(k) Plan in DE (264 participants, $852K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030387060.

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.