401(k) · DOL Form 5500 · 2022
Imz Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $380,555
- Avg per participant High balance/head
Official DOL plan name: Imz Financial Services 401(k) Plan · Sponsored by Imz Financial Services, Inc. · Florida · Finance & Insurance
$2M in assets, 4 participants
Imz Financial Services, Inc.'s Imz Financial Services 401(k) Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #1,862 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 401(k) Plan at $2M / 4 participants.
- #1,862
- in Finance & Insurance (9,261 peers)
- -17.4%
- assets change YoY
The plan reported a net loss of $320K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Imz Financial Services 401(k) Plan among the smaller filed plans by assets
Imz Financial Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,522,220 30th percentile higher than 30% 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
Imz Financial Services 401(k) 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 401(k) Plan is a micro filing (4 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 510488023 · Imz Financial Services, Inc. PY 2022 · 401(k)
Imz Financial Services 401(k) Plan · $2M · 4 · 30th
- EBSA $2M
- EBSA 4
- EBSA 30th
- EBSA 401(k)
- EBSA near Guitar and Pen Productions Inc 401(k) Profit Sharing Plan
- EBSA ind #1862
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 401(k) Plan in the asset neighbourhood
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
| 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 | -$320K |
| Employer EIN | 510488023 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Imz Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Guitar and Pen Productions Inc 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 (4 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.