401(k) · DOL Form 5500 · 2022

Investment Corporation of Palm Beach 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
298
Participants Below avg headcount
68th
Percentile by assets National rank
$38,582
Avg per participant Low balance/head
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Official DOL plan name: Investment Corporation of Palm Beach 401(k) Plan · Sponsored by Investment Corporation of Palm Beach · Florida · Arts, Entertainment & Recreation

$11M in assets, 298 participants

Investment Corporation of Palm Beach's Investment Corporation of Palm Beach 401(k) Plan reported $11M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,446 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Florida

Investment Corporation of Palm Beach 401(k) Plan covers 298 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#2,446
in Arts, Entertainment & Recreation (3,077 peers)
-15.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Investment Corporation of Palm Beach 401(k) Plan's outsized position by total assets

Investment Corporation of Palm Beach 401(k) Plan vs every filed plan by assets

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

$11,497,413 Top 32% higher than 68% 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

Investment Corporation of Palm Beach 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investment Corporation of Palm Beach 401(k) Plan sits mid-pack in the medium band (298 participants).

Published 5500 schedule card

Filing strip 591318711 · Investment Corporation of Palm Beach PY 2022 · 401(k)

Investment Corporation of Palm Beach 401(k) Plan · $11M · 298 · 68th

  • SCH $11M
  • SCH 298
  • SCH 68th
  • SCH 401(k)
  • SCH near Grannas Brothers Retirement Plan
  • SCH ind #2446

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Investment Corporation of Palm Beach 401(k) Plan in the asset neighbourhood

Investment Corporation of Palm Beach 401(k) PlanInvestment Corporation of Pa…$11MGrannas Brothers Retirement PlanGrannas Brothers Retirement …$11M4leaf, Inc. 401(k) Profit Sharing Plan4leaf, Inc. 401(k) Profit Sh…$11MNewport Pacific Capital Co., Inc. 401(k) Profit Sharing PlanNewport Pacific Capital Co.,…$11MData Electronic Devices Inc. 401(k) PlanData Electronic Devices Inc.…$11M
End-of-year total assets ($M) among Investment Corporation of Palm Beach 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN591318711
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investment Corporation of Palm Beach)

Sponsor-wide plan assets over time

All Investment Corporation of Palm Beach plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.29984371266823% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.5M $14M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 298 $11M
2023 1 334 $12M
2024 1 349 $14M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Investment Corporation of Palm Beach 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Investment Corporation of Palm Beach 401(k) Plan, Total assets ($B): 0.011497413 · Participants: 298Investment Corporation of Palm Beach 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Investment Corporation of Palm Beach 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Investment Corporation of Palm Beach 401(k) Plan side-by-side with 3 peers →

Investment Corporation of Palm Beach 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Grannas Brothers Retirement Plan in PA ($11M); by covered participants it is Buckeye International, Inc 401(k) Plan in MO (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Investment Corporation of Palm Beach 401(k) Plan assets move in 2022? ▼
Investment Corporation of Palm Beach 401(k) Plan pulled back noticeably - down 15.0% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Investment Corporation of Palm Beach plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investment Corporation of Palm Beach's sponsor-wide assets grew 21.3%, from $11M to $14M.
Which 401(k) plans are similar in size to Investment Corporation of Palm Beach 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grannas Brothers Retirement Plan in PA ($11M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Investment Corporation of Palm Beach 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buckeye International, Inc 401(k) Plan in MO (298 participants, $39M 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 591318711.

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.