Money Purchase · DOL Form 5500 · 2022

Incentive Planning Corp. Money Purchase Plan

Data updated 2026-08-11

$6M
Total assets: 1
Participants: 53rd
Percentile by assets: $5.7M
Avg per participant

Official DOL plan name: Incentive Planning Corp. Retirement Plan · Sponsored by Incentive Planning Corp. · Florida · Finance & Insurance

$6M in assets, 1 participants

Incentive Planning Corp.'s Incentive Planning Corp. Retirement Plan reported $6M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

53rd percentile by assets (of 139,126 plans)
#3,453 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Incentive Planning Corp. Retirement Plan holds $6M for 1 participant - about $5.7M per participant, above the median plan by assets.

$6M
total plan assets (2022 EOY): 1
covered participants: 53rd
percentile by assets (of 139,126 plans): $5.7M
avg assets per participant

State

Florida

Industry

Finance & Insurance

Money Purchase filing for Incentive Planning Corp. Retirement Plan

Money Purchase filing for plan year 2022: EIN 204398081 ; effective since 2006-11-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$66K
Employer EIN	204398081
Plan Effective Date	2006-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Incentive Planning Corp.)

Total plan assets by year, all Incentive Planning Corp. plans on file

Year	Plans	Participants	Total Assets
2022	1	1	$6M
2023	1	N/A	$6M
2024	1	N/A	$6M

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Incentive Planning Corp. Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants

Elliott Money Purchase Pension Plan $338M · 392
Southern States Savings & Retirement Plan Trust $160M · 13,122
NECA-IBEW 177 Pension Fund $115M · 1,358
Lifelink Foundation, Inc. Retirement Plan $87M · 443
I.B.E.W. Local Union No. 728 Annuity Fund $78M · 1,699

Compare Incentive Planning Corp. Retirement Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Incentive Planning Corp. Retirement Plan by total assets, not by location.

Colegio Marista Money Purchase Thrift Plan (PR) $6M · 152
Self-Help, Inc. Pension Plan (MA) $6M · 168
Tri-Valley, Inc. Pension Trust (MA) $6M · 148
O.P.C.M.I.a. Local 561 Retirement Plan (IN) $6M · 86

Frequently Asked Questions

How did Incentive Planning Corp. Retirement Plan assets move in 2022? ▼

Incentive Planning Corp. Retirement Plan edged up modestly - up 1.2% during 2022, from $6M to $6M. Reported net income was $66K.

How have Incentive Planning Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Incentive Planning Corp.'s sponsor-wide assets grew 8.1%, from $6M to $6M.

Which Money Purchase plans are similar in size to Incentive Planning Corp. Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Colegio Marista Money Purchase Thrift Plan in PR ($6M, 152 participants).

Next read for Incentive Planning Corp. Retirement Plan

Filing takeaways

Ways to act on Incentive Planning Corp. Retirement Plan's numbers.

By total assets, Incentive Planning Corp. Retirement Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
Incentive Planning Corp.'s sponsor-wide assets have grown 8.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 204398081.