401(k) · DOL Form 5500 · 2024
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 2,871
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $32,585
- Avg per participant Low balance/head
Official DOL plan name: Onedigital Open Pooled Employer Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance
$94M in assets, 2,871 participants
Plan Fiduciary Services, Inc.'s Onedigital Open Pooled Employer Plan reported $94M in total assets and 2,871 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,211 in Finance & Insurance (8,549 peers)
Coverage in Florida
Onedigital Open Pooled Employer Plan covers 2,871 participants in Florida, 4.6x the typical Florida plan (state average ~628 per filing). Assets: $94M.
- #7,211
- in Finance & Insurance (8,549 peers)
- +55.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Onedigital Open Pooled Employer Plan's outsized position by total assets
Onedigital Open Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$93,552,210 Top 10% higher than 90% 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
Onedigital Open 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. Onedigital Open Pooled Employer Plan lands in the large band (2,871 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Onedigital Open Pooled Employer Plan reported net income rose from $18M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Onedigital Open Pooled Employer Plan end-of-year assets rose from $60M in the plan year 2023 filing to $94M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 273523833 · Plan Fiduciary Services, Inc. PY 2024 · 401(k)
Onedigital Open Pooled Employer Plan · $94M · 2,871 · 90th
- NET $94M
- NET 2,871
- NET 90th
- NET 401(k)
- NET near Columbia Sussex 401(k) Plan
- NET ind #7211
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 →
Onedigital Open Pooled Employer Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $33M |
| Employer EIN | 273523833 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
| 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.
- 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
Onedigital Open Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Columbia Sussex 401(k) Plan in KY ($94M); by covered participants it is IBEW Local 683 Profit Sharing Annuity Plan in MO (2,871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
- Columbia Sussex 401(k) Plan (KY) $94M · 3,653
- Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies (NE) $94M · 588
- Bullhorn, Inc. 401(k) Profit Sharing Plan and Trust (MA) $94M · 876
- Hvcu 401(k) Plan (NY) $94M · 933
Similar participant headcount
Nearest other-state filings by covered participants (2,871 participants); asset peers above are excluded.
- IBEW Local 683 Profit Sharing Annuity Plan (MO) 2,871 · 0 off
- Unisys Savings Plan (PA) 2,872 · 1 off
- Trek Bicycle Corporation 401(k) Plan (WI) 2,870 · 1 off
- Telecare Corporation 401(k) Savings Plan (CA) 2,872 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.