401(k) · DOL Form 5500 · 2024

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 282
Participants Below avg headcount: 36th
Percentile by assets National rank: $12,526
Avg per participant Low balance/head

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Official DOL plan name: Tag(K) Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$4M in assets, 282 participants

Plan Compliance Services, Inc.'s Tag(K) Pooled Employer Plan reported $4M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

#2,059 in Finance & Insurance (8,549 peers)

Coverage in Florida

Tag(K) Pooled Employer Plan covers 282 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#2,059
in Finance & Insurance (8,549 peers): -62.2%
assets change YoY

Tag(K) Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Tag(K) Pooled Employer Plan vs every filed plan by assets

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

$3,532,281 36th percentile higher than 36% 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

Tag(K) Pooled Employer Plan 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. Tag(K) Pooled Employer Plan sits mid-pack in the medium band (282 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tag(K) Pooled Employer Plan end-of-year assets fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Tag(K) Pooled Employer Plan reported net income fell from $7M in the plan year 2023 filing to $3M 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)

Tag(K) Pooled Employer Plan · $4M · 282 · 36th

5500 $4M
ASSETS 282
PCT 36th
EIN 401(k)
RANK near Massapequa Chiropractic 401(k) Plan
PHOTO ind #2059

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 →

End-of-year total assets ($M) among Tag(K) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$4M
Net Income	$3M
Employer EIN	593708427
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Plan Compliance Services, Inc.)

Latest sponsor-wide plan assets: $337M 862.9360200109807% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	14	1,174	$35M
2023	21	6,964	$138M
2024	21	8,353	$337M

Nearby 401(k) Plans in Florida

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

Tag(K) 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

Compare Tag(K) Pooled Employer Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Massapequa Chiropractic 401(k) Plan in NY ($4M); by covered participants it is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Massapequa Chiropractic 401(k) Plan (NY) $4M · 6
Carnivore Meat Company Retirement Savings Plan (WI) $4M · 91
Noah Horn Well Drilling, Inc. Retirement Savings Plan (VA) $4M · 89
Manning Bros Farm Inc Employees' 401(k) Profit Sharing Plan and Trust (NC) $4M · 5

Similar participant headcount

Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.

Alliance Shippers, Inc. 401(k) Savings Plan (NJ) 282 · 0 off
Territorial Savings Bank 401(k) Plan (HI) 282 · 0 off
Lippolis Electric, Inc. 401(k) Plan (NY) 282 · 0 off
Duke Aerial, Inc. 401(k) Plan (IA) 282 · 0 off

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 Tag(K) Pooled Employer Plan assets move in 2024? ▼

Tag(K) Pooled Employer Plan contracted severely - down 62.2% during 2024, from $9M to $4M. Reported net income was $3M.

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 Tag(K) Pooled Employer Plan? ▼

Among 401(k) plans in other states, the closest by assets is Massapequa Chiropractic 401(k) Plan in NY ($4M, 6 participants).

Which 401(k) plans cover a similar participant headcount to Tag(K) Pooled Employer Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants, N/A 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 593708427.