401(k) · DOL Form 5500 · 2024
Americantcs Fiduciary Services, LLC 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 547
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $68,586
- Avg per participant Below avg balance/head
Official DOL plan name: Ameritas Pooled Employer Plan · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance
$38M in assets, 547 participants
Americantcs Fiduciary Services, LLC's Ameritas Pooled Employer Plan reported $38M in total assets and 547 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #5,972 in Finance & Insurance (8,549 peers)
Where Ameritas Pooled Employer Plan sits by assets
Ameritas Pooled Employer Plan sits in the top quartile of all filed plans by assets, $38M for 547 participants (~$68,586/participant), up 3420.4% in 2024.
- #5,972
- in Finance & Insurance (8,549 peers)
- +3420.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Ameritas Pooled Employer Plan's outsized position by total assets
Ameritas Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,516,639 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ameritas Pooled Employer 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. Ameritas Pooled Employer Plan sits mid-pack in the medium band (547 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ameritas Pooled Employer Plan reported net income rose from $91K in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Ameritas Pooled Employer Plan end-of-year assets rose from $1M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Ameritas Pooled Employer Plan reported participants rose from 81 in the plan year 2023 filing to 547 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 932789379 · Americantcs Fiduciary Services, LLC PY 2024 · 401(k)
Ameritas Pooled Employer Plan · $38M · 547 · 81st
- EIN $38M
- EIN 547
- EIN 81st
- EIN 401(k)
- EIN near Galaxy Digital Services LLC 401(k) Plan
- EIN ind #5972
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 Pennsylvania →
Ameritas Pooled Employer Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $5M |
| Employer EIN | 932789379 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Americantcs Fiduciary Services, LLC)
Sponsor-wide plan assets over time
All Americantcs Fiduciary Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $740M 156.74257291644227% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 22 | 11,455 | $288M |
| 2024 | 35 | 18,085 | $740M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Ameritas Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Galaxy Digital Services LLC 401(k) Plan in NY ($38M); by covered participants it is Pro Sports Club Salary Savings Plan in WA (547 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Galaxy Digital Services LLC 401(k) Plan (NY) $38M · 323
- Gorham Savings Bank 401(k) Incentive Savings Plan (ME) $38M · 200
- Biggs Cardosa Associates 401(k) Plan (CA) $38M · 100
- Salsify, Inc. 401(k) Plan (MA) $38M · 314
Similar participant headcount
Nearest other-state filings by covered participants (547 participants); asset peers above are excluded.
- Pro Sports Club Salary Savings Plan (WA) 547 · 0 off
- Beta Technologies 401(k) Plan (VT) 547 · 0 off
- Grow Financial Federal Credit Union 401(k) Plan (FL) 547 · 0 off
- Tapani, Inc. Retirement Savings Plan (WA) 547 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.