401(k) · DOL Form 5500 · 2024

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Plan

Data updated 2026-08-11

$224M
Total assets
2,426
Participants
95th
Percentile by assets
$92,396
Avg per participant
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Official DOL plan name: Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan · Sponsored by Diversified Service Options, Inc. Dba Guidewell Source · Florida · Finance & Insurance

$224M in assets, 2,426 participants

Diversified Service Options, Inc. Dba Guidewell Source's Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan reported $224M in total assets and 2,426 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #7,818 in Finance & Insurance (8,549 peers)

Coverage in Florida

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan covers 2,426 participants in Florida, 3.9x the typical Florida plan (state average ~628 per filing). Assets: $224M.

$224M
total plan assets (2024 EOY)
2,426
covered participants
95th
percentile by assets (of 123,622 plans)
$92,396
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan reported net income fell from $29M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan end-of-year assets rose from $201M in the plan year 2023 filing to $224M in the plan year 2024 filing.
  • Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan reported participants rose from 2,342 in the plan year 2023 filing to 2,426 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan reports 2,426 participants - 3.9x that state average ($224M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$201M
Net Assets (End of Year)$224M
Net Income$24M
Employer EIN593514333
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diversified Service Options, Inc. Dba Guidewell Source)

$160M$180M$200M$220M$240M 202220232024 $171M $224M ▲ +30.8%
Total plan assets by year, all Diversified Service Options, Inc. Dba Guidewell Source plans on file
Year Plans Participants Total Assets
2022 1 2,311 $171M
2023 1 2,342 $201M
2024 1 2,426 $224M

Nearby 401(k) Plans in Florida

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

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Diversified Service …L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan assets move in 2024?
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan grew at a solid clip - up 11.8% during 2024, from $201M to $224M. Reported net income was $24M.
How have Diversified Service Options, Inc. Dba Guidewell Source plan assets changed over time?
Across 3 plan years on file (2022-2024), Diversified Service Options, Inc. Dba Guidewell Source's sponsor-wide assets grew 30.8%, from $171M to $224M.
Where does Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan rank by assets among Form 5500 filers?
Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Conagra Brands Retirement Income Savings Plan for Union Employees in IL ($224M, 8,551 participants).

Next read for Diversified Service Options, Inc. Dba Gu…

Filing takeaways

Ways to act on Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan's numbers.

  • By total assets, Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan ranks in the top 5% 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
  • Diversified Service Options, Inc. Dba Guidewell Source's sponsor-wide assets have grown 30.8% since 2022 across 3 plan years on file. More Finance & Insurance plans