Profit Sharing · DOL Form 5500 · 2024
Plan Compliance Services, Inc. Profit Sharing Plan
Data updated 2026-08-06
- $23M
- Total assets
- 1,350
- Participants
- 73rd
- Percentile by assets
- $16,947
- Avg per participant
Official DOL plan name: Risk Strategies Prevailing Wage Retirement Program · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance
$23M in assets, 1,350 participants
Plan Compliance Services, Inc.'s Risk Strategies Prevailing Wage Retirement Program reported $23M in total assets and 1,350 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 116,472 plans)
Coverage in Florida
Risk Strategies Prevailing Wage Retirement Program covers 1,350 participants in Florida, 2.1x the typical Florida plan (state average ~631 per filing). Assets: $23M.
- $23M
- total plan assets (2024 EOY)
- 1,350
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $16,947
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Risk Strategies Prevailing Wage Retirement Program end-of-year assets rose from $11M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Risk Strategies Prevailing Wage Retirement Program reported participants rose from 941 in the plan year 2023 filing to 1,350 in the plan year 2024 filing.
- Risk Strategies Prevailing Wage Retirement Program reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Risk Strategies Prevailing Wage Retirement Program reports 1,350 participants - 2.1x that state average ($23M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $12M |
| Employer EIN | 593708427 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Compliance Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 14 | 1,174 | $35M |
| 2023 | 21 | 6,964 | $137M |
| 2024 | 21 | 8,353 | $337M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Risk Strategies Prevailing Wage Retirement Program vs. nearby Profit Sharing plans in Florida, assets vs. participants
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- Lakeland Regional Medical Center Retirement Plan Trust $189M · 5,019
- Plumbers & Steamfitters 72 Defined Contrib Fund $162M · 3,631
- Brooks Rehabilitation 403(b) Retirement Plan $123M · 957
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Risk Strategies Prevailing Wage Retirement Program by total assets, not by location.
- The Riverwoods Group 403(b) Plan (NH) $23M · 937
- Joseph, Greenwald & Laake, P.a. Retirement Plan (MD) $23M · 60
- Propel Schools 403(b) Plan (PA) $23M · 524
- Dechert LLP Participant-Directed Retirement Plan No. 1 (PA) $23M · 246
Frequently Asked Questions
How did Risk Strategies Prevailing Wage Retirement Program assets move in 2024? ▼
How have Plan Compliance Services, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Risk Strategies Prevailing Wage Retirement Program? ▼
Next read for Risk Strategies Prevailing Wage Retireme…
Filing takeaways
Ways to act on Risk Strategies Prevailing Wage Retirement Program's numbers.
- By total assets, Risk Strategies Prevailing Wage Retirement Program ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Plan Compliance Services, Inc.'s sponsor-wide assets have grown 862.3% since 2022 across 3 plan years on file. More Finance & Insurance plans
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.
Read our methodology - how this data is sourced, computed, and verified.