401(k) · DOL Form 5500 · 2022

Independent Purchasing Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
135
Participants Small participant base
88th
Percentile by assets National rank
$358,260
Avg per participant High balance/head
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Official DOL plan name: Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust · Sponsored by Independent Purchasing Cooperative, Inc. · Florida · Professional & Technical Services

$48M in assets, 135 participants

Independent Purchasing Cooperative, Inc.'s Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust reported $48M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,136 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust covers 135 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $48M.

#19,136
in Professional & Technical Services (21,562 peers)
-28.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust's outsized position by total assets

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$48,365,117 Top 12% higher than 88% 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

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust 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. Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (135 participants).

Published 5500 schedule card

Filing strip 650701885 · Independent Purchasing Cooperative, Inc. PY 2022 · 401(k)

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust · $48M · 135 · 88th

  • SCH $48M
  • EBSA 135
  • PART 88th
  • TYPE 401(k)
  • NET near Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan and Trust
  • BOOK ind #19136

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 Professional & Technical Services retirement plans → · Plans in Florida →

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust in the asset neighbourhood

Independent Purchasing Cooperative, Inc. 401(k) Plan and TrustIndependent Purchasing Coope…$48MCooper Carry, Inc. 401(k) PlanCooper Carry, Inc. 401(k) Pl…$48MMeaden & Moore Employees' 401(k) Retirement Savings PlanMeaden & Moore Employees' 40…$48MParkhill, Smith & Cooper, Inc. Employees' Retirement Plan and TrustParkhill, Smith & Cooper, In…$48MWilson-Mcshane Corporation Retirement Income PlanWilson-Mcshane Corporation R…$48M
End-of-year total assets ($M) among Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$48M
Net Income-$20M
Employer EIN650701885
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Purchasing Cooperative, Inc.)

Sponsor-wide plan assets over time

All Independent Purchasing Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 25.717067943824055% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.4M $60.8M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 135 $48M
2023 1 154 $50M
2024 1 139 $61M

Nearby 401(k) Plans in Florida

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

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust, Total assets ($B): 0.048365117 · Participants: 135Independent Purchasing Cooperative, Inc. 401(k) Plan and TrustL3harris 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
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan and Trust in TX ($48M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust declined sharply - down 28.9% during 2022, from $68M to $48M. Reported net income was -$20M.
How have Independent Purchasing Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Purchasing Cooperative, Inc.'s sponsor-wide assets grew 25.7%, from $48M to $61M.
Where does Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan and Trust in TX ($48M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 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 650701885.

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.