ESOP · DOL Form 5500 · 2023

Inheritance Funding Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
13
Participants Small participant base
55th
Percentile by assets National rank
$641,747
Avg per participant High balance/head
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Official DOL plan name: Ifc Employee Stock Ownership Plan · Sponsored by Inheritance Funding Company · California · Finance & Insurance

$8M in assets, 13 participants

Inheritance Funding Company's Ifc Employee Stock Ownership Plan reported $8M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,513 in Finance & Insurance (8,869 peers)

Inheritance Funding Company multi-year trail

Inheritance Funding Company's plans moved +33.7% in assets from 2022 to 2024; this filing shows Ifc Employee Stock Ownership Plan at $8M / 13 participants.

#3,513
in Finance & Insurance (8,869 peers)
+25.9%
assets growth YoY

Ifc Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Ifc Employee Stock Ownership Plan vs every filed plan by assets

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

$8,342,717 Top 45% higher than 55% 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

Ifc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ifc Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ifc Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ifc Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943320550 · Inheritance Funding Company PY 2023 · ESOP

Ifc Employee Stock Ownership Plan · $8M · 13 · 55th

  • PART $8M
  • TYPE 13
  • NET 55th
  • BOOK ESOP
  • VS-ST near Turn-Key Tunneling, Inc. Employee Stock Ownership Plan
  • BOY ind #3513

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 What is an ESOP? → · Plans in California →

Ifc Employee Stock Ownership Plan in the asset neighbourhood

Hossley Holdings, Inc. Employees' Stock Ownership PlanHossley Holdings, Inc. Emplo…$8MHossley Holdings, Inc. Employees' Stock Ownership PlanHossley Holdings, Inc. Emplo…$8MIfc Employee Stock Ownership PlanIfc Employee Stock Ownership…$8MTurn-Key Tunneling, Inc. Employee Stock Ownership PlanTurn-Key Tunneling, Inc. Emp…$8MPinnacle Financial Corporation Employee Stock Ownership PlanPinnacle Financial Corporati…$8M
End-of-year total assets ($M) among Ifc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Inheritance Funding Company multi-year asset trail

Sponsor-wide plan assets over time

All Inheritance Funding Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.69962225747336% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.63M $8.86M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 13 $7M
2023 1 13 $8M
2024 1 14 $9M

Inheritance Funding Company filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN943320550
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Ifc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ifc Employee Stock Ownership Plan, Total assets ($B): 0.008342717 · Participants: 13Ifc Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Ifc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ifc Employee Stock Ownership Plan side-by-side with 3 peers →

Ifc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH ($8M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Ifc Employee Stock Ownership Plan assets move in 2023? ▼
Ifc Employee Stock Ownership Plan grew sharply - up 25.9% during 2023, from $7M to $8M. Reported net income was $2M.
How have Inheritance Funding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inheritance Funding Company's sponsor-wide assets grew 33.7%, from $7M to $9M.
Which ESOP plans are similar in size to Ifc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH ($8M, 48 participants).
Which ESOP plans cover a similar participant headcount to Ifc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants, N/A 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 943320550.

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.