Profit Sharing · DOL Form 5500 · 2022
The Independent Savingsplan Company Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $175,101
- Avg per participant Above avg balance/head
Official DOL plan name: The Independent Savings Plan Company Profit Sharing Plan and Trust · Sponsored by The Independent Savingsplan Company · Florida · Finance & Insurance
$2M in assets, 13 participants
The Independent Savingsplan Company's The Independent Savings Plan Company Profit Sharing Plan and Trust reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #2,251 in Finance & Insurance (9,261 peers)
The Independent Savingsplan Company multi-year trail
The Independent Savingsplan Company's plans moved -22.3% in assets from 2022 to 2024; this filing shows The Independent Savings Plan Company Profit Sharing Plan and Trust at $2M / 13 participants.
- #2,251
- in Finance & Insurance (9,261 peers)
- -53.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Independent Savings Plan Company Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
The Independent Savings Plan Company Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,276,309 36th percentile higher than 36% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Independent Savings Plan Company Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Independent Savings Plan Company Profit Sharing Plan and Trust is a small filing (13 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 592290504 · The Independent Savingsplan Company PY 2022 · Profit Sharing
The Independent Savings Plan Company Profit Sharing Plan and Trust · $2M · 13 · 36th
- PHOTO $2M
- IND 13
- EOY 36th
- 5500 Profit Sharing
- ASSETS near F. Michael Harris Profit Sharing Plan
- PCT ind #2251
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 →
The Independent Savings Plan Company Profit Sharing Plan and Trust in the asset neighbourhood
The Independent Savingsplan Company multi-year asset trail
Sponsor-wide plan assets over time
All The Independent Savingsplan Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 22.349338336754805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 13 | $2M |
| 2024 | 1 | 11 | $2M |
The Independent Savingsplan Company filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$3M |
| Employer EIN | 592290504 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
The Independent Savings Plan Company Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is F. Michael Harris Profit Sharing Plan in MD ($2M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.