401(k) · DOL Form 5500 · 2024

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
51
Participants Small participant base
45th
Percentile by assets National rank
$112,958
Avg per participant Below avg balance/head
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Official DOL plan name: The Doctor's Retirement Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$6M in assets, 51 participants

Plan Compliance Services, Inc.'s The Doctor's Retirement Plan reported $6M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,590 in Finance & Insurance (8,549 peers)

Plan Compliance Services, Inc. multi-year trail

Plan Compliance Services, Inc.'s plans moved +862.9% in assets from 2022 to 2024; this filing shows The Doctor's Retirement Plan at $6M / 51 participants.

#2,590
in Finance & Insurance (8,549 peers)
-28.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Doctor's Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Doctor's Retirement Plan vs every filed plan by assets

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

$5,760,861 45th percentile higher than 45% 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

The Doctor's Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Doctor's Retirement Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Doctor's Retirement Plan reported net income fell from $805K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • The Doctor's Retirement Plan reported participants fell from 74 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • The Doctor's Retirement Plan end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593708427 · Plan Compliance Services, Inc. PY 2024 · 401(k)

The Doctor's Retirement Plan · $6M · 51 · 45th

  • EBSA $6M
  • PART 51
  • TYPE 45th
  • NET 401(k)
  • BOOK near Moana Nursery, Inc. 401(k) Plan
  • VS-ST ind #2590

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 →

The Doctor's Retirement Plan in the asset neighbourhood

The Doctor's Retirement Plan$6MMoana Nursery, Inc. 401(k) PlanMoana Nursery, Inc. 401(k) P…$6MSecurity Contractor Services, Inc. 401(k) PlanSecurity Contractor Services…$6MAlfons Haar, Inc. 401(k) Profit Sharing Plan and TrustAlfons Haar, Inc. 401(k) Pro…$6MHalo Dx 401(k) Plan$6M
End-of-year total assets ($M) among The Doctor's Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Plan Compliance Services, Inc. multi-year asset trail

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

Plan Compliance Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN593708427
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

The Doctor's Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Doctor's Retirement Plan, Total assets ($B): 0.005760861 · Participants: 51The Doctor's Retirement 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
The Doctor's Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is Moana Nursery, Inc. 401(k) Plan in NV ($6M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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 The Doctor's Retirement Plan assets move in 2024?
The Doctor's Retirement Plan declined sharply - down 28.1% during 2024, from $8M to $6M. Reported net income was -$2M.
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 The Doctor's Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Moana Nursery, Inc. 401(k) Plan in NV ($6M, 162 participants).
Which 401(k) plans cover a similar participant headcount to The Doctor's Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M in assets).