401(k) · DOL Form 5500 · 2023

Plan Compliance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
532
Participants Below avg headcount
86th
Percentile by assets National rank
$102,779
Avg per participant Below avg balance/head
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Official DOL plan name: Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's · Sponsored by Plan Compliance Services, Inc. · Florida · Finance & Insurance

$55M in assets, 532 participants

Plan Compliance Services, Inc.'s Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's reported $55M in total assets and 532 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,027 in Finance & Insurance (8,869 peers)

Where Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's sits by assets

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's sits in the top quartile of all filed plans by assets, $55M for 532 participants (~$102,779/participant).

#7,027
in Finance & Insurance (8,869 peers)
$5M
reported net income
0.5×
vs typical plan assets (national mean)

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's's outsized position by total assets

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's vs every filed plan by assets

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

$54,678,450 Top 14% higher than 86% 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

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's 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. Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's sits mid-pack in the medium band (532 participants).

Form 5500 schedule snapshot

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

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's · $55M · 532 · 86th

  • PART $55M
  • TYPE 532
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Clark Group Field Retirement Plan
  • BOY ind #7027

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 →

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's in the asset neighbourhood

Kb&r 401(k) Profit Sharing Plan and TrustKb&r 401(k) Profit Sharing P…$55MRisk Strategies Pooled Employer Plan for Private Equity Portfolio Co'sRisk Strategies Pooled Emplo…$55MClark Group Field Retirement PlanClark Group Field Retirement…$55MSilver Eagle Distributors Houston 401(k) PlanSilver Eagle Distributors Ho…$55MAlpla 401(k) Retirement Plan$55M
End-of-year total assets ($M) among Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN593708427
Plan Effective Date2022-01-01
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.

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's, Total assets ($B): 0.05467845 · Participants: 532Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'sL3harris 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
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's side-by-side with 3 peers →

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Clark Group Field Retirement Plan in MD ($55M); by covered participants it is Team Elmer's 401(k) Profit Sharing Plan in MI (532 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (532 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 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.
Where does Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's rank by assets among Form 5500 filers? ▼
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's? ▼
Among 401(k) plans in other states, the closest by assets is Clark Group Field Retirement Plan in MD ($55M, 867 participants).
Which 401(k) plans cover a similar participant headcount to Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's? ▼
Among 401(k) plans in other states, the closest by covered participants is Team Elmer's 401(k) Profit Sharing Plan in MI (532 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593708427.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.