401(k) · DOL Form 5500 · 2024

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 78
Participants Small participant base: 28th
Percentile by assets National rank: $22,421
Avg per participant Low balance/head

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Official DOL plan name: Secure Retirement 403(b) Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$2M in assets, 78 participants

Plan Compliance Services, Inc.'s Secure Retirement 403(b) Pooled Employer Plan reported $2M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

#1,483 in Finance & Insurance (8,549 peers)

Plan Compliance Services, Inc. multi-year trail

Plan Compliance Services, Inc.'s plans moved +862.9% in assets from 2022 to 2024; this filing shows Secure Retirement 403(b) Pooled Employer Plan at $2M / 78 participants.

#1,483
in Finance & Insurance (8,549 peers): $429K
reported net income

Secure Retirement 403(b) Pooled Employer Plan among the smaller filed plans by assets

Secure Retirement 403(b) Pooled Employer Plan vs every filed plan by assets

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

$1,748,830 28th percentile higher than 28% 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 Retirement 403(b) Pooled Employer 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. Secure Retirement 403(b) Pooled Employer Plan is a small filing (78 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 593708427 · Plan Compliance Services, Inc. PY 2024 · 401(k)

Secure Retirement 403(b) Pooled Employer Plan · $2M · 78 · 28th

SCH $2M
SCH 78
SCH 28th
SCH 401(k)
SCH near Westcor Companies 401(k) Plan
SCH ind #1483

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 →

End-of-year total assets ($M) among Secure Retirement 403(b) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Plan Compliance Services, Inc. multi-year asset trail

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

Plan Compliance Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$2M
Net Income	$429K
Employer EIN	593708427
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Secure Retirement 403(b) Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Compare Secure Retirement 403(b) Pooled Employer Plan side-by-side with 3 peers →

Secure Retirement 403(b) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Westcor Companies 401(k) Plan in NV ($2M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Westcor Companies 401(k) Plan (NV) $2M · 286
Career Transitions Holdings, LLC 401(k) Profit Sharing Plan (IN) $2M · 11
Red Horse Market 401(k) Profit Sharing Plan (NY) $2M · 22
Dacar, Inc. Retirement Plan (MA) $2M · 5

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

Altro USA, Inc. Retirement Plan (MA) 78 · 0 off
Avb Bank 401(k) Profit Sharing Plan (OK) 78 · 0 off
Logix Inc 401(k) Profit Sharing Plan & Trust (MA) 78 · 0 off
Midland Metal Products Co., Retirement Benefits Plan (IL) 78 · 0 off

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 have Plan Compliance Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Plan Compliance Services, Inc.'s sponsor-wide assets grew 862.9%, from $35M to $337M.

Which 401(k) plans are similar in size to Secure Retirement 403(b) Pooled Employer Plan? ▼

Among 401(k) plans in other states, the closest by assets is Westcor Companies 401(k) Plan in NV ($2M, 286 participants).

Which 401(k) plans cover a similar participant headcount to Secure Retirement 403(b) Pooled Employer Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Altro USA, Inc. Retirement Plan in MA (78 participants, $12M 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 593708427.