401(k) · DOL Form 5500 · 2024
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $40,192
- Avg per participant Low balance/head
Official DOL plan name: Acca New England Retirement Savings Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance
$3M in assets, 68 participants
Plan Fiduciary Services, Inc.'s Acca New England Retirement Savings Plan reported $3M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #1,822 in Finance & Insurance (8,549 peers)
Plan Fiduciary Services, Inc. multi-year trail
Plan Fiduciary Services, Inc.'s plans moved +34.2% in assets from 2022 to 2024; this filing shows Acca New England Retirement Savings Plan at $3M / 68 participants.
- #1,822
- in Finance & Insurance (8,549 peers)
- +13.4%
- assets growth YoY
Acca New England Retirement Savings Plan among the smaller filed plans by assets
Acca New England Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,733,088 33rd percentile higher than 33% 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
Acca New England Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acca New England Retirement Savings Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Acca New England Retirement Savings Plan reported net income rose from -$943K in the plan year 2023 filing to $213K in the plan year 2024 filing.
- Acca New England Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Acca New England Retirement Savings Plan reported participants rose from 66 in the plan year 2023 filing to 68 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 273523833 · Plan Fiduciary Services, Inc. PY 2024 · 401(k)
Acca New England Retirement Savings Plan · $3M · 68 · 33rd
- SCH $3M
- SCH 68
- SCH 33rd
- SCH 401(k)
- SCH near Findec 401(k) Profit Sharing Plan
- SCH ind #1822
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 →
Acca New England Retirement Savings Plan in the asset neighbourhood
Plan Fiduciary Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Plan Fiduciary Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $301M 34.19785249961673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 4,787 | $225M |
| 2023 | 6 | 17,113 | $330M |
| 2024 | 7 | 18,448 | $301M |
Plan Fiduciary Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $213K |
| Employer EIN | 273523833 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
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
Acca New England Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Findec 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- Cleverbridge, Inc. 401(k) Plan (IL) 68 · 0 off
- E-Technology LLC 401(k) Profit Sharing Plan & Trust (TX) 68 · 0 off
- Arland Tool & Manufacturing Inc. 401(k) Plan (MA) 68 · 0 off
- Mpc 401(k) Plan (TX) 68 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.