Money Purchase · DOL Form 5500 · 2024
Pro Serve Corporation of Sarasota, Inc. Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 3
- Participants
- 38th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust · Sponsored by Pro Serve Corporation of Sarasota, Inc. · Florida · Professional & Technical Services
$4M in assets, 3 participants
Pro Serve Corporation of Sarasota, Inc.'s Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- 38th percentile by assets (of 123,622 plans)
- #6,968 in Professional & Technical Services (20,173 peers)
2024 asset change
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust pulled back noticeably 10.3% in 2024 ($4M → $4M) for 3 participants.
- $4M
- total plan assets (2024 EOY)
- 3
- covered participants
- 38th
- percentile by assets (of 123,622 plans)
- $1.3M
- avg assets per participant
The plan reported a net loss of $440K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust reported net income fell from $219K in the plan year 2023 filing to -$440K in the plan year 2024 filing.
- Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
2024 asset move for Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust
Year over year, total assets pulled back noticeably from $4M at the start of 2024 to $4M at year-end (down 10.3%). Net assets closed at $4M; reported net income -$440K.
Pro Serve Corporation of Sarasota, Inc. years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$440K |
| Employer EIN | 592018964 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
- Elliott Money Purchase Pension Plan $457M · 494
- Southern States Savings & Retirement Plan Trust $193M · 13,122
- Carolina Electrical Workers Retirement Fund $154M · 6,154
- NECA-IBEW 177 Pension Fund $144M · 1,412
- Lifelink Foundation, Inc. Retirement Plan $99M · 471
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust assets move in 2024? ▼
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Next read for Pro Serve Corporation of Sarasota, Inc. …
2024 change
Ways to act on Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust's numbers.
- By total assets, Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- Pro Serve Corporation of Sarasota, Inc.'s sponsor-wide assets have declined 5.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans