Profit Sharing · DOL Form 5500 · 2023

Ivette Infante Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
37th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Ivette Infante Retirement Plan · Sponsored by Ivette Infante · Florida · Wholesale Trade

$3M in assets, 1 participants

Ivette Infante's Ivette Infante Retirement Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,660 in Wholesale Trade (6,309 peers)

Ivette Infante multi-year trail

Ivette Infante's plans moved +28.8% in assets from 2022 to 2024; this filing shows Ivette Infante Retirement Plan at $3M / 1 participant.

#1,660
in Wholesale Trade (6,309 peers)
+9.4%
assets growth YoY

Ivette Infante Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Ivette Infante Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,324,719 37th percentile higher than 37% of 127,068 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 2023

Ivette Infante Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivette Infante Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivette Infante Retirement Plan reported net income rose from -$363K in the plan year 2022 filing to $285K in the plan year 2023 filing.
  • Ivette Infante Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 666030335 · Ivette Infante PY 2023 · Profit Sharing

Ivette Infante Retirement Plan · $3M · 1 · 37th

  • EIN $3M
  • RANK 1
  • PHOTO 37th
  • IND Profit Sharing
  • EOY near Behar-Ybarra and Associates, Engineers P.S.C. Profit-Sharing R. Plan
  • 5500 ind #1660

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 →

Ivette Infante Retirement Plan in the asset neighbourhood

Hank Correa Realty, LLC Profit Sharing PlanHank Correa Realty, LLC Prof…$3MYanowitz Law Firm, PLLC 401(k) PlanYanowitz Law Firm, PLLC 401(…$3MIvette Infante Retirement PlanIvette Infante Retirement Pl…$3MBehar-Ybarra and Associates, Engineers P.S.C. Profit-Sharing R. PlanBehar-Ybarra and Associates,…$3MMarcan Consulting Pension PlanMarcan Consulting Pension Pl…$3M
End-of-year total assets ($M) among Ivette Infante Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ivette Infante multi-year asset trail

Sponsor-wide plan assets over time

All Ivette Infante plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.755655691751308% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.04M $3.91M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $4M

Ivette Infante filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$285K
Employer EIN666030335
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ivette Infante Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ivette Infante Retirement Plan, Total assets ($B): 0.003324719 · Participants: 1Ivette Infante Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Ivette Infante Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Ivette Infante Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Behar-Ybarra and Associates, Engineers P.S.C. Profit-Sharing R. Plan in PR ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ivette Infante Retirement Plan assets move in 2023?
Ivette Infante Retirement Plan grew at a solid clip - up 9.4% during 2023, from $3M to $3M. Reported net income was $285K.
How have Ivette Infante plan assets changed over time?
Across 3 plan years on file (2022-2024), Ivette Infante's sponsor-wide assets grew 28.8%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Ivette Infante Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Behar-Ybarra and Associates, Engineers P.S.C. Profit-Sharing R. Plan in PR ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Ivette Infante Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).