401(k) · DOL Form 5500 · 2024

Plansource Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
3,722
Participants Above avg headcount
89th
Percentile by assets National rank
$21,685
Avg per participant Low balance/head
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Official DOL plan name: Plansource Financial Services, Inc. Retirement Savings Plan · Sponsored by Plansource Financial Services, Inc. · Florida · Finance & Insurance

$81M in assets, 3,722 participants

Plansource Financial Services, Inc.'s Plansource Financial Services, Inc. Retirement Savings Plan reported $81M in total assets and 3,722 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,065 in Finance & Insurance (8,549 peers)

Coverage in Florida

Plansource Financial Services, Inc. Retirement Savings Plan covers 3,722 participants in Florida, 5.9x the typical Florida plan (state average ~628 per filing). Assets: $81M.

#7,065
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Plansource Financial Services, Inc. Retirement Savings Plan's outsized position by total assets

Plansource Financial Services, Inc. Retirement Savings Plan vs every filed plan by assets

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

$80,712,865 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Plansource Financial Services, Inc. Retirement Savings Plan'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. Plansource Financial Services, Inc. Retirement Savings Plan lands in the large band (3,722 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plansource Financial Services, Inc. Retirement Savings Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Plansource Financial Services, Inc. Retirement Savings Plan reported participants fell from 4,335 in the plan year 2023 filing to 3,722 in the plan year 2024 filing.
  • Plansource Financial Services, Inc. Retirement Savings Plan end-of-year assets rose from $71M in the plan year 2023 filing to $81M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593707284 · Plansource Financial Services, Inc. PY 2024 · 401(k)

Plansource Financial Services, Inc. Retirement Savings Plan · $81M · 3,722 · 89th

  • TYPE $81M
  • NET 3,722
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Ampc LLC 401(k) Retirement Plan
  • SCH ind #7065

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 →

Plansource Financial Services, Inc. Retirement Savings Plan in the asset neighbourhood

The Penta Building Group, LLC 401(k) PlanThe Penta Building Group, LL…$81MPlansource Financial Services, Inc. Retirement Savings PlanPlansource Financial Service…$81MAmpc LLC 401(k) Retirement PlanAmpc LLC 401(k) Retirement P…$81MERISA Partners, Inc. Pooled Employer PlanERISA Partners, Inc. Pooled …$81MFirst Community Bankshares, Inc. Employee Stock Ownership and Savings PlanFirst Community Bankshares, …$81M
End-of-year total assets ($M) among Plansource Financial Services, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$81M
Net Income$10M
Employer EIN593707284
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plansource Financial Services, Inc.)

Sponsor-wide plan assets over time

All Plansource Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 22.55489941182721% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $65.9M $80.7M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 3,999 $66M
2023 1 4,335 $71M
2024 1 3,722 $81M

Nearby 401(k) Plans in Florida

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

Plansource Financial Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Plansource Financial Services, Inc. Retirement Savings Plan, Total assets ($B): 0.080712865 · Participants: 3722Plansource Financial Services, Inc. Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Plansource Financial Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Plansource Financial Services, Inc. Retirement Savings Plan side-by-side with 3 peers →

Plansource Financial Services, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ampc LLC 401(k) Retirement Plan in IA ($81M); by covered participants it is Acadian Ambulance Service, Inc. Profit Sharing 401(k) Plan in LA (3,724 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,722 participants); asset peers above are excluded.

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 Plansource Financial Services, Inc. Retirement Savings Plan assets move in 2024? ▼
Plansource Financial Services, Inc. Retirement Savings Plan grew at a solid clip - up 13.8% during 2024, from $71M to $81M. Reported net income was $10M.
How have Plansource Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plansource Financial Services, Inc.'s sponsor-wide assets grew 22.6%, from $66M to $81M.
Where does Plansource Financial Services, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Plansource Financial Services, Inc. Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Plansource Financial Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ampc LLC 401(k) Retirement Plan in IA ($81M, 591 participants).
Which 401(k) plans cover a similar participant headcount to Plansource Financial Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acadian Ambulance Service, Inc. Profit Sharing 401(k) Plan in LA (3,724 participants, $183M 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 593707284.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.