401(k) · DOL Form 5500 · 2023

Investment Corporation of Palm Beach 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
334
Participants Below avg headcount
63rd
Percentile by assets National rank
$37,195
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Investment Corporation of Palm Beach 401(k) Plan · Sponsored by Investment Corporation of Palm Beach · Florida · Arts, Entertainment & Recreation

$12M in assets, 334 participants

Investment Corporation of Palm Beach's Investment Corporation of Palm Beach 401(k) Plan reported $12M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #2,281 in Arts, Entertainment & Recreation (2,945 peers)

Investment Corporation of Palm Beach multi-year trail

Investment Corporation of Palm Beach's plans moved +21.3% in assets from 2022 to 2024; this filing shows Investment Corporation of Palm Beach 401(k) Plan at $12M / 334 participants.

#2,281
in Arts, Entertainment & Recreation (2,945 peers)
+8.1%
assets growth YoY

Investment Corporation of Palm Beach 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Investment Corporation of Palm Beach 401(k) Plan vs every filed plan by assets

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

$12,423,047 Top 37% higher than 63% 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

Investment Corporation of Palm Beach 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investment Corporation of Palm Beach 401(k) Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Investment Corporation of Palm Beach 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $926K in the plan year 2023 filing.
  • Investment Corporation of Palm Beach 401(k) Plan reported participants rose from 298 in the plan year 2022 filing to 334 in the plan year 2023 filing.
  • Investment Corporation of Palm Beach 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591318711 · Investment Corporation of Palm Beach PY 2023 · 401(k)

Investment Corporation of Palm Beach 401(k) Plan · $12M · 334 · 63rd

  • EBSA $12M
  • PART 334
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Rene L. Cote Sons Inc. Retirement Plan
  • VS-ST ind #2281

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Investment Corporation of Palm Beach 401(k) Plan in the asset neighbourhood

Investment Corporation of Palm Beach 401(k) PlanInvestment Corporation of Pa…$12MRene L. Cote Sons Inc. Retirement PlanRene L. Cote Sons Inc. Retir…$12MHinkle Holding Company LLC and Subsidiaries 401(k) PlanHinkle Holding Company LLC a…$12MTropical Nut and Fruit Company 401(k) Profit Sharing PlanTropical Nut and Fruit Compa…$12MTop Rx, LLC Savings and Retirement PlanTop Rx, LLC Savings and Reti…$12M
End-of-year total assets ($M) among Investment Corporation of Palm Beach 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Investment Corporation of Palm Beach multi-year asset trail

Sponsor-wide plan assets over time

All Investment Corporation of Palm Beach plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.29984371266823% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.5M $14M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 298 $11M
2023 1 334 $12M
2024 1 349 $14M

Investment Corporation of Palm Beach filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$926K
Employer EIN591318711
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Investment Corporation of Palm Beach 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Investment Corporation of Palm Beach 401(k) Plan, Total assets ($B): 0.012423047 · Participants: 334Investment Corporation of Palm Beach 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Investment Corporation of Palm Beach 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Investment Corporation of Palm Beach 401(k) Plan side-by-side with 3 peers →

Investment Corporation of Palm Beach 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rene L. Cote Sons Inc. Retirement Plan in MA ($12M); by covered participants it is Airmar Technology Corporation 401(k) Plan in NH (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 participants); 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 Investment Corporation of Palm Beach 401(k) Plan assets move in 2023? ▼
Investment Corporation of Palm Beach 401(k) Plan grew at a solid clip - up 8.1% during 2023, from $11M to $12M. Reported net income was $926K.
How have Investment Corporation of Palm Beach plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investment Corporation of Palm Beach's sponsor-wide assets grew 21.3%, from $11M to $14M.
Which 401(k) plans are similar in size to Investment Corporation of Palm Beach 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rene L. Cote Sons Inc. Retirement Plan in MA ($12M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Investment Corporation of Palm Beach 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airmar Technology Corporation 401(k) Plan in NH (334 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591318711.

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.