Money Purchase · DOL Form 5500 · 2024
Pro Serve Corporation of Sarasota, Inc. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
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.
- #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.
- #6,968
- in Professional & Technical Services (20,173 peers)
- -10.3%
- assets change YoY
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.
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,834,264 38th percentile higher than 38% 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
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust is a micro filing (3 participants), the leftmost band.
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.
Published 5500 schedule card
Filing strip 592018964 · Pro Serve Corporation of Sarasota, Inc. PY 2024 · Money Purchase
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust · $4M · 3 · 38th
- EOY $4M
- EOY 3
- EOY 38th
- EOY Money Purchase
- EOY near The Child and Family Guidance Center, Inc. Money Purchase Plan
- EOY ind #6968
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 Professional & Technical Services retirement plans → · Plans in Florida →
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust in the asset neighbourhood
Pro Serve Corporation of Sarasota, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Pro Serve Corporation of Sarasota, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 5.452201537171321% vs 2022
- 2024 filing year
| 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.
- 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
Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is The Child and Family Guidance Center, Inc. Money Purchase Plan in CT ($4M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.