401(k) · DOL Form 5500 · 2024

Policy Services Company LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
292
Participants Below avg headcount
45th
Percentile by assets National rank
$19,942
Avg per participant Low balance/head
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Official DOL plan name: Policy Services Company LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Policy Services Company LLC · Florida · Management of Enterprises

$6M in assets, 292 participants

Policy Services Company LLC's Policy Services Company LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #348 in Management of Enterprises (1,133 peers)

Coverage in Florida

Policy Services Company LLC 401(k) Profit Sharing Plan & Trust covers 292 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#348
in Management of Enterprises (1,133 peers)
+31.8%
assets growth YoY

Policy Services Company LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Management of Enterprises and all filers

Policy Services Company LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,822,918 45th percentile higher than 45% 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

Policy Services Company LLC 401(k) Profit Sharing Plan & Trust 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. Policy Services Company LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Policy Services Company LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$305K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Policy Services Company LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2024 filing.
  • Policy Services Company LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 220 in the plan year 2022 filing to 292 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 471749958 · Policy Services Company LLC PY 2024 · 401(k)

Policy Services Company LLC 401(k) Profit Sharing Plan & Trust · $6M · 292 · 45th

  • EOY $6M
  • EOY 292
  • EOY 45th
  • EOY 401(k)
  • EOY near Wholistic Management Inc 401(k) Profit Sharing Plan & Trust
  • EOY ind #348

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 Management of Enterprises retirement plans → · Plans in Florida →

Policy Services Company LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Policy Services Company LLC 401(k) Profit Sharing Plan & TrustPolicy Services Company LLC …$6MWholistic Management Inc 401(k) Profit Sharing Plan & TrustWholistic Management Inc 401…$6MFb Solutions Group, LLC 401(k) PlanFb Solutions Group, LLC 401(…$6MMeridian Brands LLC 401(k) Employees Savings PlanMeridian Brands LLC 401(k) E…$6MAllpoints Services Corp. 401(k) Retirement PlanAllpoints Services Corp. 401…$6M
End-of-year total assets ($M) among Policy Services Company LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN471749958
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Policy Services Company LLC)

Sponsor-wide plan assets over time

All Policy Services Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 69.21641785623058% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 20222024 $3.44M $5.82M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 220 $3M
2024 1 292 $6M

Nearby 401(k) Plans in Florida

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

Policy Services Company LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Policy Services Company LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005822918 · Participants: 292Policy Services Company LLC 401(k) Profit Sharing Plan & TrustL3harris 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
Policy Services Company LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Policy Services Company LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Policy Services Company LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wholistic Management Inc 401(k) Profit Sharing Plan & Trust in MD ($6M); by covered participants it is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Policy Services Company LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Policy Services Company LLC 401(k) Profit Sharing Plan & Trust surged - up 31.8% during 2024, from $4M to $6M. Reported net income was $1M.
How have Policy Services Company LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Policy Services Company LLC's sponsor-wide assets grew 69.2%, from $3M to $6M.
Which 401(k) plans are similar in size to Policy Services Company LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wholistic Management Inc 401(k) Profit Sharing Plan & Trust in MD ($6M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Policy Services Company LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants, $13M 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 471749958.

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.