401(k) · DOL Form 5500 · 2024

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$835K
Total assets Small plan by assets
698
Participants Below avg headcount
22nd
Percentile by assets National rank
$1,196
Avg per participant Low balance/head
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Official DOL plan name: Next(K) Retirement Solutions · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$835K in assets, 698 participants

Plan Compliance Services, Inc.'s Next(K) Retirement Solutions reported $835K in total assets and 698 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,032 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 Next(K) Retirement Solutions at $835K / 698 participants.

#1,032
in Finance & Insurance (8,549 peers)
+100.2%
assets growth YoY

Next(K) Retirement Solutions among the smaller filed plans by assets

Next(K) Retirement Solutions vs every filed plan by assets

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

$834,966 22nd percentile higher than 22% 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

Next(K) Retirement Solutions 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. Next(K) Retirement Solutions sits mid-pack in the medium band (698 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Next(K) Retirement Solutions end-of-year assets rose from $417K in the plan year 2023 filing to $835K in the plan year 2024 filing.
  • Next(K) Retirement Solutions reported net income rose from $314K in the plan year 2023 filing to $416K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Next(K) Retirement Solutions · $835K · 698 · 22nd

  • PCT $835K
  • PCT 698
  • PCT 22nd
  • PCT 401(k)
  • PCT near Tzvecl Management of Sc, LLC 401(k) Plan
  • PCT ind #1032

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 →

Next(K) Retirement Solutions in the asset neighbourhood

Tzvecl Management of Sc, LLC 401(k) PlanTzvecl Management of Sc, LLC…$835KCarmen Bautista Dator Md PC 401(k) Plan for EmployeesCarmen Bautista Dator Md PC …$835KLumberg, Inc. 401(k) Plan$835KStaff Pro Multiple Employer Plan as Adopted by Pride Transportation Services, Inc.Staff Pro Multiple Employer …$835KNext(K) Retirement Solutions$835K
End-of-year total assets ($M) among Next(K) Retirement Solutions 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)$417K
Net Assets (End of Year)$835K
Net Income$416K
Employer EIN593708427
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Next(K) Retirement Solutions vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Next(K) Retirement Solutions, Total assets ($B): 0.000834966 · Participants: 698Next(K) Retirement SolutionsL3harris 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
Next(K) Retirement Solutions vs. nearby 401(k) plans in Florida, assets vs. participants

Next(K) Retirement Solutions's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Tzvecl Management of Sc, LLC 401(k) Plan in NJ ($835K); by covered participants it is Akrs Equipment Solutions Inc. 401(k) Plan in NE (698 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (698 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 Next(K) Retirement Solutions assets move in 2024?
Next(K) Retirement Solutions surged - up 100.2% during 2024, from $417K to $835K. Reported net income was $416K.
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.
Where does Next(K) Retirement Solutions rank by assets among Form 5500 filers?
Next(K) Retirement Solutions ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Next(K) Retirement Solutions?
Among 401(k) plans in other states, the closest by assets is Tzvecl Management of Sc, LLC 401(k) Plan in NJ ($835K, 218 participants).
Which 401(k) plans cover a similar participant headcount to Next(K) Retirement Solutions?
Among 401(k) plans in other states, the closest by covered participants is Akrs Equipment Solutions Inc. 401(k) Plan in NE (698 participants, $86M in assets).