401(k) · DOL Form 5500 · 2024
Plan Compliance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 532
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $135,524
- Avg per participant Near avg balance/head
Official DOL plan name: Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance
$72M in assets, 532 participants
Plan Compliance Services, Inc.'s Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's reported $72M in total assets and 532 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,939 in Finance & Insurance (8,549 peers)
Where Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's sits by assets
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's sits in the top quartile of all filed plans by assets, $72M for 532 participants (~$135,524/participant), up 31.9% in 2024.
- #6,939
- in Finance & Insurance (8,549 peers)
- +31.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's's outsized position by total assets
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,098,650 Top 12% higher than 88% 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 Pooled Employer Plan for Private Equity Portfolio Co's among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's sits mid-pack in the medium band (532 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's reported net income rose from $5M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's end-of-year assets rose from $55M in the plan year 2023 filing to $72M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 593708427 · Plan Compliance Services, Inc. PY 2024 · 401(k)
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's · $72M · 532 · 88th
- RANK $72M
- PHOTO 532
- IND 88th
- EOY 401(k)
- 5500 near Sage Automotive Interiors, Inc. 401(k) Plan
- ASSETS ind #6939
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 Pooled Employer Plan for Private Equity Portfolio Co's in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $17M |
| 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 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
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Sage Automotive Interiors, Inc. 401(k) Plan in SC ($72M); by covered participants it is Design Ready Controls, Inc. 401(k) Plan in MN (532 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- Sage Automotive Interiors, Inc. 401(k) Plan (SC) $72M · 920
- Ontario Systems, LLC 401(k) Plan (MA) $72M · 484
- The Save Program for Employees of Viskase Companies, Inc. (IL) $72M · 544
- Carlson 401(k) Savings Plan (MN) $72M · 103
Similar participant headcount
Nearest other-state filings by covered participants (532 participants); asset peers above are excluded.
- Design Ready Controls, Inc. 401(k) Plan (MN) 532 · 0 off
- Contactus 401(k) Plan (OH) 532 · 0 off
- Infinite Campus, Inc. Employees Savings Trust (MN) 532 · 0 off
- Care Management, Inc. 401(k) Plan (NY) 532 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.