Defined Benefit (Pension) · DOL Form 5500 · 2022

Imz Financial Services, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$825,628
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Imz Financial Services, Inc. Cash Balance Plan · Sponsored by Imz Financial Services, Inc. · Florida · Finance & Insurance

$2M in assets, 2 participants

Imz Financial Services, Inc.'s Imz Financial Services, Inc. Cash Balance Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,929 in Finance & Insurance (9,261 peers)

Imz Financial Services, Inc. multi-year trail

Imz Financial Services, Inc.'s plans moved +62.9% in assets from 2022 to 2024; this filing shows Imz Financial Services, Inc. Cash Balance Plan at $2M / 2 participants.

#1,929
in Finance & Insurance (9,261 peers)
-6.7%
assets change YoY

The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Imz Financial Services, Inc. Cash Balance Plan among the smaller filed plans by assets

Imz Financial Services, Inc. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,651,255 31st percentile higher than 31% of 139,123 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 2022

Imz Financial Services, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Imz Financial Services, Inc. Cash Balance Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 510488023 · Imz Financial Services, Inc. PY 2022 · Defined Benefit (Pension)

Imz Financial Services, Inc. Cash Balance Plan · $2M · 2 · 31st

  • TYPE $2M
  • TYPE 2
  • TYPE 31st
  • TYPE Defined Benefit (Pension)
  • TYPE near Mosbacher Properties Group, LLC Retirement Plan
  • TYPE ind #1929

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 →

Imz Financial Services, Inc. Cash Balance Plan in the asset neighbourhood

Imz Financial Services, Inc. Cash Balance PlanImz Financial Services, Inc.…$2MMosbacher Properties Group, LLC Retirement PlanMosbacher Properties Group, …$2MBricklayers Local Union No. 5 Pension PlanBricklayers Local Union No. …$2MImperial Gas Resources LLC Cash Balance Pension PlanImperial Gas Resources LLC C…$2MThe Pieper Bar Review Retirement Income PlanThe Pieper Bar Review Retire…$2M
End-of-year total assets ($M) among Imz Financial Services, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Imz Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Imz Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 62.88336917732139% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.17M $5.17M ▲ +63.1%
Year Plans Participants Total Assets
2022 3 9 $3M
2023 1 5 $4M
2024 1 6 $5M

Imz Financial Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$119K
Employer EIN510488023
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Imz Financial Services, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Imz Financial Services, Inc. Cash Balance Plan, Total assets ($B): 0.001651255 · Participants: 2Imz Financial Services, Inc. Cash Balance PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Imz Financial Services, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Imz Financial Services, Inc. Cash Balance Plan side-by-side with 3 peers →

Imz Financial Services, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Mosbacher Properties Group, LLC Retirement Plan in NY ($2M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Imz Financial Services, Inc. Cash Balance Plan assets move in 2022? ▼
Imz Financial Services, Inc. Cash Balance Plan pulled back noticeably - down 6.7% during 2022, from $2M to $2M. Reported net income was -$119K.
How have Imz Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imz Financial Services, Inc.'s sponsor-wide assets grew 62.9%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Imz Financial Services, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mosbacher Properties Group, LLC Retirement Plan in NY ($2M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Imz Financial Services, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510488023.

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.