401(k) · DOL Form 5500 · 2023

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
279
Participants Below avg headcount
58th
Percentile by assets National rank
$34,640
Avg per participant Low balance/head
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Official DOL plan name: Qbox Pooled Employer Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$10M in assets, 279 participants

Plan Compliance Services, Inc.'s Qbox Pooled Employer Plan reported $10M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,772 in Finance & Insurance (8,869 peers)

Coverage in Florida

Qbox Pooled Employer Plan covers 279 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#3,772
in Finance & Insurance (8,869 peers)
+51.0%
assets growth YoY

Qbox Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Qbox Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,664,515 Top 42% higher than 58% of 127,068 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 2023

Qbox Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Qbox Pooled Employer Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Qbox Pooled Employer Plan reported net income fell from $6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Qbox Pooled Employer Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Qbox Pooled Employer Plan reported participants rose from N/A in the plan year 2022 filing to 279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 593708427 · Plan Compliance Services, Inc. PY 2023 · 401(k)

Qbox Pooled Employer Plan · $10M · 279 · 58th

  • EIN $10M
  • EIN 279
  • EIN 58th
  • EIN 401(k)
  • EIN near Continuant, Inc. 401(k) Plan
  • EIN ind #3772

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 →

Qbox Pooled Employer Plan in the asset neighbourhood

Qbox Pooled Employer Plan$10MContinuant, Inc. 401(k) Plan$10MFinger Lakes Community Health 401(k) Profit Sharing PlanFinger Lakes Community Healt…$10MGale Banks Engineering Employee Savings PlanGale Banks Engineering Emplo…$10MP&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings PlanP&s Investment Company, Lcl …$10M
End-of-year total assets ($M) among Qbox Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN593708427
Plan Effective Date2009-10-01
Filing StatusFILING 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
$0M$100M$200M$300M$400M 202220232024 $35M $337M ▲ +863.0%
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.

Qbox Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Qbox Pooled Employer Plan, Total assets ($B): 0.009664515 · Participants: 279Qbox Pooled Employer PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Qbox Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Qbox Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Continuant, Inc. 401(k) Plan in WA ($10M); by covered participants it is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Qbox Pooled Employer Plan assets move in 2023?
Qbox Pooled Employer Plan surged - up 51.0% during 2023, from $6M to $10M. Reported net income was $1M.
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 Qbox Pooled Employer Plan?
Among 401(k) plans in other states, the closest by assets is Continuant, Inc. 401(k) Plan in WA ($10M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Qbox Pooled Employer Plan?
Among 401(k) plans in other states, the closest by covered participants is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants, $58M in assets).