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Company Profiles: Revenue, Growth, Competition

Plansource Financial Services Revenue, Growth & Competitor Profile

DBA PlanSource Holdings, Inc.
Last updated:

Company Awards

Big Fish
Big Fish
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Plansource Financial Services

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Plansource Financial Services Fast Facts

RevenueOver $500 million    See Exact Annual Revenue
EmployeesOver 1,000Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address101 South Garland Ave.
Suite 203
Orlando, FL 32801

plansource.com
Note: Revenues for privately held companies are statistical evaluations.


Plansource Financial Services's annual revenues are Over $500 million (see exact revenue data) and has Over 1,000 employees. It is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry.


Plansource Financial Services's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?

Plansource Financial Services Annual Revenue and Growth Rate

Plansource Financial Services Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 Over $500 million

Details in Premium Report
2022
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Plansource Financial Services's revenues are gauged from an analysis of company filings.



Plansource Financial Services's Income Statement (based on Industry Averages)

$ Millions
(Industry Average)
Plansource Financial Services Revenue (Sales) Plansource Financial Services Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Plansource Financial Services is developing and marketing. Plansource Financial Services doesn't have any recent trademark applications, indicating Plansource Financial Services is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
PLANSOURCE
Providing temporary use of on-line non-downloadable software for storing, managing, tracking and analyzing data in the field of employee benefits, namely, health insurance, dental insurance, life and disability insurance, Medicare, retirement, social security and tuition reimbursement; computer services, namely, designing, implementing, and maintaining computer software for the benefit of others
09/25/2007

See all trademarks and details in the Full Report.


Recession Risk

Determine whether Plansource Financial Services grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Plansource Financial Services is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.



Market Share of Plansource Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Plansource Financial Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

These companies are similar in business line and location to Plansource Financial Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
PLANSOURCE FINANCIAL SERVICESOrlando, FL100 
CURRENCY EXCHANGE INTERNATIONALOrlando, FL10 
PECUNIA MANAGEMENTOrlando, FL3 
JA2 INVESTMENTSOrlando, FL2 
BCW FINANCIAL CONSULTANTSOrlando, FL2 
RESOURCE CONSULTING GROUPOrlando, FL1 




Future Competition: Plansource Financial Services's Fastest Growing Competitors

These companies are in the same general field as Plansource Financial Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Plansource Financial Services Competitors