Profit Sharing · DOL Form 5500 · 2024
Plan Compliance Services, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,350
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $16,947
- Avg per participant Low balance/head
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.
- #5,009 in Finance & Insurance (8,549 peers)
Coverage in Florida
Risk Strategies Prevailing Wage Retirement Program covers 1,350 participants in Florida, 2.1x the typical Florida plan (state average ~628 per filing). Assets: $23M.
- #5,009
- in Finance & Insurance (8,549 peers)
- +110.3%
- assets growth YoY
Risk Strategies Prevailing Wage Retirement Program's outsized position by total assets
Risk Strategies Prevailing Wage Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,878,191 Top 27% higher than 73% 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
Risk Strategies Prevailing Wage Retirement Program'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. Risk Strategies Prevailing Wage Retirement Program lands in the large band (1,350 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Risk Strategies Prevailing Wage Retirement Program reported net income rose from $1M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- 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.
Plan-year Form 5500 strip
Filing strip 593708427 · Plan Compliance Services, Inc. PY 2024 · Profit Sharing
Risk Strategies Prevailing Wage Retirement Program · $23M · 1,350 · 73rd
- EIN $23M
- RANK 1,350
- PHOTO 73rd
- IND Profit Sharing
- EOY near The Riverwoods Group 403(b) Plan
- 5500 ind #5009
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 →
Risk Strategies Prevailing Wage Retirement Program in the asset neighbourhood
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.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 14 | 1,174 | $35M |
| 2023 | 21 | 6,964 | $138M |
| 2024 | 21 | 8,353 | $337M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Risk Strategies Prevailing Wage Retirement Program's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is The Riverwoods Group 403(b) Plan in NH ($23M); by covered participants it is Abbvie Puerto Rico Savings Plan in PR (1,349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Riverwoods Group 403(b) Plan (NH) $23M · 937
- Francis Realty Inc Profit Sharing Plan (CA) $23M · 14
- Joseph, Greenwald & Laake, P.a. Retirement Plan (MD) $23M · 60
- Propel Schools 403(b) Plan (PA) $23M · 524
Similar participant headcount
Nearest other-state filings by covered participants (1,350 participants); asset peers above are excluded.
- Abbvie Puerto Rico Savings Plan (PR) 1,349 · 1 off
- Munters Corporation 401(k) Plan (MA) 1,357 · 7 off
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund (NY) 1,338 · 12 off
- Baker & Taylor Retirement Savings Plan (NC) 1,336 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.