401(k) · DOL Form 5500 · 2024
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $77M
- Total assets
- 3,918
- Participants
- 88th
- Percentile by assets
- $19,528
- Avg per participant
Official DOL plan name: Enterprise Select Pooled Employer Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance
$77M in assets, 3,918 participants
Plan Fiduciary Services, Inc.'s Enterprise Select Pooled Employer Plan reported $77M in total assets and 3,918 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #7,008 in Finance & Insurance (8,549 peers)
Coverage in Florida
Enterprise Select Pooled Employer Plan covers 3,918 participants in Florida, 6.2x the typical Florida plan (state average ~628 per filing). Assets: $77M.
- $77M
- total plan assets (2024 EOY)
- 3,918
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $19,528
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Enterprise Select Pooled Employer Plan reported net income fell from $36M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Enterprise Select Pooled Employer Plan reported participants rose from 2,506 in the plan year 2023 filing to 3,918 in the plan year 2024 filing.
- Enterprise Select Pooled Employer Plan end-of-year assets rose from $60M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Enterprise Select Pooled Employer Plan reports 3,918 participants - 6.2x that state average ($77M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $14M |
| Employer EIN | 273523833 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Fiduciary Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 4,787 | $225M |
| 2023 | 6 | 17,113 | $330M |
| 2024 | 7 | 18,448 | $301M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Enterprise Select Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Enterprise Select Pooled Employer Plan by total assets, not by location.
- Abrigo Employee Savings Plan (TX) $77M · 582
- Moseley Architects, P.C. 401(k) Plan (VA) $76M · 318
- Tib Employee Savings Plan (TX) $77M · 236
- Northwest Orthopaedic Specialist, P.S. 401(k) Savings Plan (WA) $76M · 328
Frequently Asked Questions
How did Enterprise Select Pooled Employer Plan assets move in 2024? ▼
How have Plan Fiduciary Services, Inc. plan assets changed over time? ▼
Where does Enterprise Select Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Enterprise Select Pooled Employer Plan? ▼
Next read for Enterprise Select Pooled Employer Plan
Filing takeaways
Ways to act on Enterprise Select Pooled Employer Plan's numbers.
- By total assets, Enterprise Select Pooled Employer Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Plan Fiduciary Services, Inc.'s sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Finance & Insurance plans