401(k) · DOL Form 5500 · 2024
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $238,005
- Avg per participant Above avg balance/head
Official DOL plan name: Great West Affiliated Employers Retirement Savings Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance
$20M in assets, 86 participants
Plan Fiduciary Services, Inc.'s Great West Affiliated Employers Retirement Savings Plan reported $20M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #4,780 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 Great West Affiliated Employers Retirement Savings Plan at $20M / 86 participants.
- #4,780
- in Finance & Insurance (8,549 peers)
- +11.0%
- assets growth YoY
Great West Affiliated Employers Retirement Savings Plan's outsized position by total assets
Great West Affiliated Employers Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,468,423 Top 29% higher than 71% 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
Great West Affiliated Employers 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. Great West Affiliated Employers Retirement Savings Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Great West Affiliated Employers Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Great West Affiliated Employers Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Great West Affiliated Employers Retirement Savings Plan reported participants rose from 82 in the plan year 2023 filing to 86 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 273523833 · Plan Fiduciary Services, Inc. PY 2024 · 401(k)
Great West Affiliated Employers Retirement Savings Plan · $20M · 86 · 71st
- RANK $20M
- PHOTO 86
- IND 71st
- EOY 401(k)
- 5500 near Finish Thompson, Inc. Profit Sharing and Savings & Match Plan
- ASSETS ind #4780
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 →
Great West Affiliated Employers 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) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| 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
Great West Affiliated Employers Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Finish Thompson, Inc. Profit Sharing and Savings & Match Plan in PA ($20M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Finish Thompson, Inc. Profit Sharing and Savings & Match Plan (PA) $20M · 139
- F.L. Crane & Sons, Inc. 401(k) Plan (MS) $20M · 391
- Larosa's 401(k) Savings Plan (OH) $20M · 868
- Consolidated 401(k) and Profit Sharing Plan (MN) $20M · 126
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Vaughn Electric Company,Inc. 401(k) Plan (TN) 86 · 0 off
- Visionweb 401(k) Plan (TX) 86 · 0 off
- Timberline Homes, Inc. Employee Savings & Profit Sharing Plan (AL) 86 · 0 off
- Aq Transformer Solutions Inc. (OH) 86 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.