401(k) · DOL Form 5500 · 2024
Plan Compliance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 6
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $23.9M
- Avg per participant High balance/head
Official DOL plan name: Secure Choice Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance
$143M in assets, 6 participants
Plan Compliance Services, Inc.'s Secure Choice Pooled Employer Plan reported $143M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,559 in Finance & Insurance (8,549 peers)
Where Secure Choice Pooled Employer Plan sits by assets
Secure Choice Pooled Employer Plan sits in the top 10% of all filed plans by assets, $143M for 6 participants (~$23.9M/participant), up 40187.3% in 2024.
- #7,559
- in Finance & Insurance (8,549 peers)
- +40187.3%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Secure Choice Pooled Employer Plan's outsized position by total assets
Secure Choice Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$143,212,402 Top 7% higher than 93% 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
Secure Choice Pooled Employer Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Secure Choice Pooled Employer Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Secure Choice Pooled Employer Plan end-of-year assets rose from $355K in the plan year 2023 filing to $143M in the plan year 2024 filing.
- Secure Choice Pooled Employer Plan reported net income rose from $355K in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Secure Choice Pooled Employer Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 593708427 · Plan Compliance Services, Inc. PY 2024 · 401(k)
Secure Choice Pooled Employer Plan · $143M · 6 · 93rd
- PHOTO $143M
- PHOTO 6
- PHOTO 93rd
- PHOTO 401(k)
- PHOTO near Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. 401(k) Profit Sharing Plan
- PHOTO ind #7559
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 →
Secure Choice Pooled Employer Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $355K |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $23M |
| Employer EIN | 593708427 |
| Plan Effective Date | 2021-01-01 |
| 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 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Secure Choice Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. 401(k) Profit Sharing Plan in DC ($143M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.