401(k) · DOL Form 5500 · 2024
Plan Compliance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 296
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $13,938
- Avg per participant Low balance/head
Official DOL plan name: Envision Retirement Savings Plan · Sponsored by Plan Compliance Services, Inc. · Florida · Administrative & Support Services
$4M in assets, 296 participants
Plan Compliance Services, Inc.'s Envision Retirement Savings Plan reported $4M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #2,701 in Administrative & Support Services (4,368 peers)
Coverage in Florida
Envision Retirement Savings Plan covers 296 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $4M.
- #2,701
- in Administrative & Support Services (4,368 peers)
- +65.7%
- assets growth YoY
Envision Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers
Envision Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,125,788 39th percentile higher than 39% 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
Envision Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envision Retirement Savings Plan sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Envision Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Envision Retirement Savings Plan reported participants rose from 209 in the plan year 2023 filing to 296 in the plan year 2024 filing.
- Envision Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 593708427 · Plan Compliance Services, Inc. PY 2024 · 401(k)
Envision Retirement Savings Plan · $4M · 296 · 39th
- EBSA $4M
- EBSA 296
- EBSA 39th
- EBSA 401(k)
- EBSA near Automotive Manufacturing Employees' 401(k) Plan
- EBSA ind #2701
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 Administrative & Support Services retirement plans → · Plans in Florida →
Envision Retirement Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 593708427 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
| 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.
- 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
Envision Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Automotive Manufacturing Employees' 401(k) Plan in MI ($4M); by covered participants it is Bonhams & Butterfields 401(k) Plan in NY (296 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 (296 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.