Profit Sharing · DOL Form 5500 · 2022
Iza & Sons Inc Profit Sharing Plan
Data updated 2026-08-25
- $892K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $148,644
- Avg per participant Above avg balance/head
Official DOL plan name: Iza & Sons Inc Money Purchase Pension Plan · Sponsored by Iza & Sons Inc · Florida · Wholesale Trade
$892K in assets, 6 participants
Iza & Sons Inc's Iza & Sons Inc Money Purchase Pension Plan reported $892K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #890 in Wholesale Trade (6,843 peers)
Iza & Sons Inc multi-year trail
Iza & Sons Inc's plans moved -37.4% in assets from 2022 to 2024; this filing shows Iza & Sons Inc Money Purchase Pension Plan at $892K / 6 participants.
- #890
- in Wholesale Trade (6,843 peers)
- -36.3%
- assets change YoY
The plan reported a net loss of $509K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iza & Sons Inc Money Purchase Pension Plan among the smaller filed plans by assets
Iza & Sons Inc Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$891,866 24th percentile higher than 24% 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
Iza & Sons Inc Money Purchase Pension 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. Iza & Sons Inc Money Purchase Pension Plan is a micro filing (6 participants), the leftmost band.
DOL schedule card
Filing strip 133122443 · Iza & Sons Inc PY 2022 · Profit Sharing
Iza & Sons Inc Money Purchase Pension Plan · $892K · 6 · 24th
- VS-ST $892K
- VS-ST 6
- VS-ST 24th
- VS-ST Profit Sharing
- VS-ST near Adventure Wv, LLC Profit Sharing Plan
- VS-ST ind #890
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 Wholesale Trade retirement plans → · Plans in Florida →
Iza & Sons Inc Money Purchase Pension Plan in the asset neighbourhood
Iza & Sons Inc multi-year asset trail
Sponsor-wide plan assets over time
All Iza & Sons Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $930K 37.43962100153117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $1M |
| 2023 | 2 | 8 | $2M |
| 2024 | 2 | 8 | $930K |
Iza & Sons Inc filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $892K |
| Net Income | -$509K |
| Employer EIN | 133122443 |
| Plan Effective Date | 1986-11-25 |
| 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
Iza & Sons Inc Money Purchase Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Adventure Wv, LLC Profit Sharing Plan in WV ($891K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($892K here).
- Adventure Wv, LLC Profit Sharing Plan (WV) $891K · 155
- Sterling Paper Co. Employee Stock Ownership Plan (OH) $891K · 32
- Greenway Enterprises, Inc. Profit Sharing Plan (TN) $893K · 24
- Taylor Legacy, Inc. Retirement Plan (AL) $893K · 6
Similar participant headcount
Nearest other-state filings by covered participants (6 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.