401(k) · DOL Form 5500 · 2024

Currency Exchange International 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
291
Participants Below avg headcount
56th
Percentile by assets National rank
$34,362
Avg per participant Low balance/head
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Official DOL plan name: Currency Exchange International 401(k) Ps Plan · Sponsored by Currency Exchange International · Florida · Finance & Insurance

$10M in assets, 291 participants

Currency Exchange International's Currency Exchange International 401(k) Ps Plan reported $10M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,381 in Finance & Insurance (8,549 peers)

Coverage in Florida

Currency Exchange International 401(k) Ps Plan covers 291 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#3,381
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY

Currency Exchange International 401(k) Ps Plan's mid-pack asset rank among Finance & Insurance and all filers

Currency Exchange International 401(k) Ps Plan vs every filed plan by assets

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

$9,999,246 Top 44% higher than 56% 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

Currency Exchange International 401(k) Ps 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. Currency Exchange International 401(k) Ps Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Currency Exchange International 401(k) Ps Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Currency Exchange International 401(k) Ps Plan reported participants rose from 242 in the plan year 2023 filing to 291 in the plan year 2024 filing.
  • Currency Exchange International 401(k) Ps Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261126442 · Currency Exchange International PY 2024 · 401(k)

Currency Exchange International 401(k) Ps Plan · $10M · 291 · 56th

  • SCH $10M
  • SCH 291
  • SCH 56th
  • SCH 401(k)
  • SCH near The Cam Collective 401(k) Plan
  • SCH ind #3381

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 Florida →

Currency Exchange International 401(k) Ps Plan in the asset neighbourhood

Currency Exchange International 401(k) Ps PlanCurrency Exchange Internatio…$10MThe Cam Collective 401(k) PlanThe Cam Collective 401(k) Pl…$10MRegina Coeli Child Development Center Retirement PlanRegina Coeli Child Developme…$10MOral Arts Laboratory. Inc. Profit Sharing PlanOral Arts Laboratory. Inc. P…$10MHultafors Group North America 401(k) PlanHultafors Group North Americ…$10M
End-of-year total assets ($M) among Currency Exchange International 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN261126442
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Currency Exchange International)

Sponsor-wide plan assets over time

All Currency Exchange International plans reported in each filing year

Latest sponsor-wide plan assets
$10M 69.25186220708545% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.91M $10M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 148 $6M
2023 1 242 $8M
2024 1 291 $10M

Nearby 401(k) Plans in Florida

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

Currency Exchange International 401(k) Ps Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Currency Exchange International 401(k) Ps Plan, Total assets ($B): 0.009999246 · Participants: 291Currency Exchange International 401(k) Ps 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
Currency Exchange International 401(k) Ps Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Currency Exchange International 401(k) Ps Plan side-by-side with 3 peers →

Currency Exchange International 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Cam Collective 401(k) Plan in IL ($10M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Currency Exchange International 401(k) Ps Plan assets move in 2024? ▼
Currency Exchange International 401(k) Ps Plan grew sharply - up 19.4% during 2024, from $8M to $10M. Reported net income was $2M.
How have Currency Exchange International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Currency Exchange International's sponsor-wide assets grew 69.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Currency Exchange International 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cam Collective 401(k) Plan in IL ($10M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Currency Exchange International 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M 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 261126442.

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.