Filings through .
Penserv Plan Services, Inc.
Matched across 15 name variants in the filings
Penserv Plan Services, Inc. summary
Penserv Plan Services, Inc. appears on 33 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $593M in assets for 13,346 participants. The median client plan holds $10.0M. Most client plans are sponsored in PA, FL and MI. The largest clients by plan assets are Educational Commission for Foreign Medical Graduates, Galloway, Inc. and Stone Industries, Inc.. Plans reported $532K in direct and indirect compensation paid to Penserv Plan Services, Inc.. The median is $12K per plan.
- Participants
- 13,346
- Median plan assets
- $10.0M
- Median plan participants
- 228
- Median fees per plan
- $12K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- PAParticipants 655
- Galloway, Inc.$62.4MFLParticipants 228
- Stone Industries, Inc.$29.8MNJParticipants 212
- Trade Supply Group, LLC$29.2MNYParticipants 552
- AZParticipants 511
- CTParticipants 166
- MIParticipants 1,321
- PAParticipants 261
- NJParticipants 179
- MNParticipants 284
- Sai Med Partners, LLC$22.2MPAParticipants 192
- NYParticipants 167
- MIParticipants 153
- OHParticipants 609
- FLParticipants 481
- PAParticipants 565
- MIParticipants 213
- Metro Corp.$9.1MPAParticipants 122
- PAParticipants 523
- Flagger Force, LLC$7.7MPAParticipants 2,778
- Tse Industries, Inc.$7.7MFLParticipants 271
- FLParticipants 358
- MIParticipants 210
- MNParticipants 286
- SPF Mgt. Co., LLC$4.9MFLParticipants 205
Top client states
- PA9 plans
- FL5 plans
- MI5 plans
- NY4 plans
- MN2 plans
Frequently asked questions
- Who uses Penserv Plan Services, Inc.?
- 33 retirement plans list Penserv Plan Services, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Educational Commission for Foreign Medical Graduates, Galloway, Inc., Stone Industries, Inc., Trade Supply Group, LLC and Mariposa Community Health Center, Inc.. Most client plans are sponsored in PA, FL and MI.
- How many plans does Penserv Plan Services, Inc. serve?
- Penserv Plan Services, Inc. serves 33 retirement plans with $593M in plan assets and 13,346 participants, based on the latest Form 5500 filings through 2024.
- What does Penserv Plan Services, Inc. charge?
- Plans reported $532K in total Schedule C compensation paid to Penserv Plan Services, Inc.. The median plan paid $12K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Penserv Plan Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 21 |
| MFS (Sun Life) | 7 |
| Fidelity (FMR) | 6 |
| AllianceBernstein | 5 |
| MetLife | 5 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.