401(k) · DOL Form 5500 · 2024
Firstservice Residential, Inc. 401(k) Plan
Data updated 2026-08-25
- $328M
- Total assets Above avg plan size
- 15,985
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $20,529
- Avg per participant Low balance/head
Official DOL plan name: Firstservice Residential 401(k) Plan · Sponsored by Firstservice Residential, Inc. · Florida · Real Estate
$328M in assets, 15,985 participants
Firstservice Residential, Inc.'s Firstservice Residential 401(k) Plan reported $328M in total assets and 15,985 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #4,567 in Real Estate (4,605 peers)
Coverage in Florida
Firstservice Residential 401(k) Plan covers 15,985 participants in Florida, 25x the typical Florida plan (state average ~628 per filing). Assets: $328M.
- #4,567
- in Real Estate (4,605 peers)
- +18.9%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Firstservice Residential 401(k) Plan's outsized position by total assets
Firstservice Residential 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$328,163,066 Top 4% higher than 96% 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
Firstservice Residential 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Firstservice Residential 401(k) Plan is a mega filing (15,985 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Firstservice Residential 401(k) Plan end-of-year assets rose from $276M in the plan year 2023 filing to $328M in the plan year 2024 filing.
- Firstservice Residential 401(k) Plan reported net income fell from $55M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Firstservice Residential 401(k) Plan reported participants fell from 16,805 in the plan year 2023 filing to 15,985 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 161682850 · Firstservice Residential, Inc. PY 2024 · 401(k)
Firstservice Residential 401(k) Plan · $328M · 15,985 · 96th
- TYPE $328M
- NET 15,985
- BOOK 96th
- VS-ST 401(k)
- BOY near First Student, Inc. Retirement Savings Plan
- SCH ind #4567
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 Real Estate retirement plans → · Plans in Florida →
Firstservice Residential 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $276M |
|---|---|
| Net Assets (End of Year) | $328M |
| Net Income | $49M |
| Employer EIN | 161682850 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Firstservice Residential, Inc.)
Sponsor-wide plan assets over time
All Firstservice Residential, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $328M 53.27738848111571% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,352 | $214M |
| 2023 | 1 | 16,805 | $276M |
| 2024 | 1 | 15,985 | $328M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Scale composition for Firstservice Residential 401(k) Plan
Firstservice Residential 401(k) Plan reports $328M in end-of-year assets across 15,985 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $20,529 per participant (15% of the national average assets-per-participant) . Net income for plan year 2024 was $49M.
This plan identity (EIN 161682850, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $214M to $328M (+53.3%) while covered participants moved from 17,352 to 15,985 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,352 | $214M | Open filing |
| 2023 | 16,805 | $276M | Open filing |
| 2024 · index core | 15,985 | $328M | This page |
Firstservice Residential 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is First Student, Inc. Retirement Savings Plan in OH ($328M); by covered participants it is Schneider National, Inc. 401(k) Savings and Retirement Plan in WI (15,982 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($328M here).
- First Student, Inc. Retirement Savings Plan (OH) $328M · 43,376
- Coinbase, Inc. Retirement Trust (CA) $328M · 2,339
- Tempur Sealy 401(k) Retirement Plan (KY) $328M · 4,894
- Northwest Agc Chapters Retirement Plan (OR) $328M · 3,502
Similar participant headcount
Nearest other-state filings by covered participants (15,985 participants); asset peers above are excluded.
- Schneider National, Inc. 401(k) Savings and Retirement Plan (WI) 15,982 · 3 off
- American Airlines, Inc. 401(k) Plan for Pilots (TX) 15,991 · 6 off
- Jacobs 401(k) Plus Savings Plan (TX) 15,962 · 23 off
- Pruitthealth, Inc. Employees 401(k) Plan and Hero Fund (GA) 16,026 · 41 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.