Money Purchase · DOL Form 5500 · 2023

Incentive Planning Corp. Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: N/A
Participants Small participant base: 47th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

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

$6M in assets, N/A participants

Incentive Planning Corp.'s Incentive Planning Corp. Retirement Plan reported $6M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#3,006 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Incentive Planning Corp. Retirement Plan holds $6M for N/A participants, in the lower half of filed plans by assets.

#3,006
in Finance & Insurance (8,869 peers): +3.5%
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 2023 · DOL Form 5500

$5,881,407 47th percentile higher than 47% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Incentive Planning Corp. Retirement Plan reported net income rose from $66K in the plan year 2022 filing to $198K in the plan year 2023 filing.
Incentive Planning Corp. Retirement Plan reported participants fell from 1 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Incentive Planning Corp. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204398081 · Incentive Planning Corp. PY 2023 · Money Purchase

Incentive Planning Corp. Retirement Plan · $6M · N/A · 47th

IND $6M
EOY N/A
5500 47th
ASSETS Money Purchase
PCT near One Liberty Properties, Inc. Pension Plan
EIN ind #3006

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 →

End-of-year total assets ($M) among Incentive Planning Corp. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$198K
Employer EIN	204398081
Plan Effective Date	2006-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Incentive Planning Corp.)

Latest sponsor-wide plan assets: $6M 8.125952912381768% vs 2022; 2024 filing year

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 $389M · 448
Southern States Savings & Retirement Plan Trust $178M · 13,258
NECA-IBEW 177 Pension Fund $129M · 1,443
Lifelink Foundation, Inc. Retirement Plan $95M · 476
I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712

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

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

Outside Florida, the nearest Money Purchase by end-of-year assets is One Liberty Properties, Inc. Pension Plan in NY at $6M (this filing: $6M).

Closest by plan assets

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

One Liberty Properties, Inc. Pension Plan (NY) $6M · 9
Retirement Plan of Bridges Healthcare, Inc. - Plan 1 (Frozen) (CT) $6M · 66
Service Employees Intl Union Local 2000 Pension Fund (MO) $6M · 166
Legal Aid Services of Oklahoma, Inc. Defined Contribution Pension Plan (OK) $6M · 267

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 Incentive Planning Corp. Retirement Plan assets move in 2023? ▼

Incentive Planning Corp. Retirement Plan edged up modestly - up 3.5% during 2023, from $6M to $6M. Reported net income was $198K.

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 One Liberty Properties, Inc. Pension Plan in NY ($6M, 9 participants).

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 204398081.