401(k) · DOL Form 5500 · 2024
Plan Fiduciary Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 11,156
- Participants Very large workforce
- 90th
- Percentile by assets National rank
- $8,732
- Avg per participant Low balance/head
Official DOL plan name: The Platinum 401(k) Retirement Savings Plan · Sponsored by Plan Fiduciary Services, Inc. · Florida · Finance & Insurance
$97M in assets, 11,156 participants
Plan Fiduciary Services, Inc.'s The Platinum 401(k) Retirement Savings Plan reported $97M in total assets and 11,156 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,250 in Finance & Insurance (8,549 peers)
Coverage in Florida
The Platinum 401(k) Retirement Savings Plan covers 11,156 participants in Florida, 18x the typical Florida plan (state average ~628 per filing). Assets: $97M.
- #7,250
- in Finance & Insurance (8,549 peers)
- -46.2%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The Platinum 401(k) Retirement Savings Plan's outsized position by total assets
The Platinum 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,413,688 Top 10% higher than 90% 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
The Platinum 401(k) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Platinum 401(k) Retirement Savings Plan is a mega filing (11,156 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Platinum 401(k) Retirement Savings Plan end-of-year assets fell from $181M in the plan year 2023 filing to $97M in the plan year 2024 filing.
- The Platinum 401(k) Retirement Savings Plan reported net income fell from $48M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- The Platinum 401(k) Retirement Savings Plan reported participants fell from 11,292 in the plan year 2023 filing to 11,156 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 273523833 · Plan Fiduciary Services, Inc. PY 2024 · 401(k)
The Platinum 401(k) Retirement Savings Plan · $97M · 11,156 · 90th
- ASSETS $97M
- ASSETS 11,156
- ASSETS 90th
- ASSETS 401(k)
- ASSETS near Kulite Semiconductor Products, Inc. Employees' Profit Sharing and Salary Reduction Plan
- ASSETS ind #7250
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 →
The Platinum 401(k) Retirement Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $28M |
| Employer EIN | 273523833 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Fiduciary Services, Inc.)
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 |
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
Scale composition for The Platinum 401(k) Retirement Savings Plan
The Platinum 401(k) Retirement Savings Plan reports $97M in end-of-year assets across 11,156 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $8,732 per participant (6% of the national average assets-per-participant) . Net income for plan year 2024 was $28M.
This plan identity (EIN 273523833, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $133M to $97M (-26.6%) while covered participants moved from 3,100 to 11,156 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,100 | $133M | Open filing |
| 2023 | 11,292 | $181M | Open filing |
| 2024 · index core | 11,156 | $97M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Onedigital Open Pooled Employer Plan (401(k), $94M, 2,871 participants)
- Enterprise Select Pooled Employer Plan (401(k), $77M, 3,918 participants)
The Platinum 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Kulite Semiconductor Products, Inc. Employees' Profit Sharing and Salary Reduction Plan in NJ ($97M); by covered participants it is National Vision, Inc. 401(k) Retirement Savings Plan in GA (11,153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
Similar participant headcount
Nearest other-state filings by covered participants (11,156 participants); asset peers above are excluded.
- National Vision, Inc. 401(k) Retirement Savings Plan (GA) 11,153 · 3 off
- J.Crew Group, LLC. 401(k) Savings Plan (NY) 11,149 · 7 off
- Lnc Employees' 401(k) Savings Plan (PA) 11,126 · 30 off
- Centracare Health System Retirement Plan (MN) 11,193 · 37 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.