Money Purchase · DOL Form 5500 · 2022

Incentive Planning Corp. Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1
Participants Small participant base
53rd
Percentile by assets National rank
$5.7M
Avg per participant High balance/head
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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.

  • #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.

#3,453
in Finance & Insurance (9,261 peers)
+1.2%
assets growth YoY

Incentive Planning Corp. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Incentive Planning Corp. Retirement Plan vs every filed plan by assets

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

$5,683,235 Top 47% higher than 53% 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

Incentive Planning Corp. Retirement 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. Incentive Planning Corp. Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 204398081 · Incentive Planning Corp. PY 2022 · Money Purchase

Incentive Planning Corp. Retirement Plan · $6M · 1 · 53rd

  • RANK $6M
  • RANK 1
  • RANK 53rd
  • RANK Money Purchase
  • RANK near Colegio Marista Money Purchase Thrift Plan
  • RANK ind #3453

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 →

Incentive Planning Corp. Retirement Plan in the asset neighbourhood

O.P.C.M.I.a. Local 561 Retirement PlanO.P.C.M.I.a. Local 561 Retir…$6MTri-Valley, Inc. Pension TrustTri-Valley, Inc. Pension Tru…$6MIncentive Planning Corp. Retirement PlanIncentive Planning Corp. Ret…$6MColegio Marista Money Purchase Thrift PlanColegio Marista Money Purcha…$6MSelf-Help, Inc. Pension Plan$6M
End-of-year total assets ($M) among Incentive Planning Corp. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$66K
Employer EIN204398081
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Incentive Planning Corp.)

Sponsor-wide plan assets over time

All Incentive Planning Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 8.125952912381768% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M 202220232024 $5.68M $6.15M ▲ +8.3%
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 Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants Incentive Planning Corp. Retirement Plan, Total assets ($M): 5.683235 · Participants: 1Incentive Planning Corp. Retirement PlanElliott Money Purchase Pension Plan, Total assets ($M): 338.33099 · Participants: 392Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 160.403888 · Participants: 13122Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 115.387897 · Participants: 1358NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 87.079585 · Participants: 443Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 77.502515 · Participants: 1699I.B.E.W. Local Union No. 728 Annuity Fund
Incentive Planning Corp. Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Incentive Planning Corp. Retirement Plan side-by-side with 3 peers →

Incentive Planning Corp. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Colegio Marista Money Purchase Thrift Plan in PR ($6M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 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).
Which Money Purchase plans cover a similar participant headcount to Incentive Planning Corp. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant, $709K 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 204398081.

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.