401(k) · DOL Form 5500 · 2024

Plan Fiduciary Services, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
3,918
Participants Above avg headcount
88th
Percentile by assets National rank
$19,528
Avg per participant Low balance/head
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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.

  • #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.

#7,008
in Finance & Insurance (8,549 peers)
+27.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Enterprise Select Pooled Employer Plan's outsized position by total assets

Enterprise Select Pooled Employer Plan vs every filed plan by assets

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

$76,510,733 Top 12% higher than 88% 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

Enterprise Select Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Enterprise Select Pooled Employer Plan lands in the large band (3,918 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 273523833 · Plan Fiduciary Services, Inc. PY 2024 · 401(k)

Enterprise Select Pooled Employer Plan · $77M · 3,918 · 88th

  • ASSETS $77M
  • ASSETS 3,918
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Abrigo Employee Savings Plan
  • ASSETS ind #7008

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 →

Enterprise Select Pooled Employer Plan in the asset neighbourhood

Tib Employee Savings Plan$77MEnterprise Select Pooled Employer PlanEnterprise Select Pooled Emp…$77MAbrigo Employee Savings Plan$77MMoseley Architects, P.C. 401(k) PlanMoseley Architects, P.C. 401…$76MNorthwest Orthopaedic Specialist, P.S. 401(k) Savings PlanNorthwest Orthopaedic Specia…$76M
End-of-year total assets ($M) among Enterprise Select Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$77M
Net Income$14M
Employer EIN273523833
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plan Fiduciary Services, Inc.)

Sponsor-wide plan assets over time

All Plan Fiduciary Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$301M 34.19785249961673% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $225M $301M ▲ +34.2%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Enterprise Select Pooled Employer Plan, Total assets ($B): 0.076510733 · Participants: 3918Enterprise Select Pooled Employer 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
Enterprise Select Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Enterprise Select Pooled Employer Plan side-by-side with 3 peers →

Enterprise Select Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Abrigo Employee Savings Plan in TX ($77M); by covered participants it is Management & Training Corporation Retirement Plan in UT (3,917 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,918 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 Enterprise Select Pooled Employer Plan assets move in 2024? ▼
Enterprise Select Pooled Employer Plan grew sharply - up 27.9% during 2024, from $60M to $77M. Reported net income was $14M.
How have Plan Fiduciary Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan Fiduciary Services, Inc.'s sponsor-wide assets grew 34.2%, from $225M to $301M.
Where does Enterprise Select Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Enterprise Select Pooled Employer Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Enterprise Select Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abrigo Employee Savings Plan in TX ($77M, 582 participants).
Which 401(k) plans cover a similar participant headcount to Enterprise Select Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Management & Training Corporation Retirement Plan in UT (3,917 participants, $198M 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 273523833.

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.