401(k) · DOL Form 5500 · 2023
Inspiration Pointe Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $850K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $424,869
- Avg per participant High balance/head
Official DOL plan name: Inspiration Pointe Investments, Inc. 401(k) Plan · Sponsored by Inspiration Pointe Investments Inc. · Florida · Retail Trade
$850K in assets, 2 participants
Inspiration Pointe Investments Inc.'s Inspiration Pointe Investments, Inc. 401(k) Plan reported $850K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,904 in Retail Trade (8,414 peers)
Inspiration Pointe Investments Inc. multi-year trail
Inspiration Pointe Investments Inc.'s plans moved +153.7% in assets from 2022 to 2024; this filing shows Inspiration Pointe Investments, Inc. 401(k) Plan at $850K / 2 participants.
- #2,904
- in Retail Trade (8,414 peers)
- +62.4%
- assets growth YoY
Inspiration Pointe Investments, Inc. 401(k) Plan among the smaller filed plans by assets
Inspiration Pointe Investments, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$849,738 22nd percentile higher than 22% 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
Inspiration Pointe Investments, Inc. 401(k) 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. Inspiration Pointe Investments, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Inspiration Pointe Investments, Inc. 401(k) Plan reported net income rose from -$38K in the plan year 2022 filing to $327K in the plan year 2023 filing.
- Inspiration Pointe Investments, Inc. 401(k) Plan end-of-year assets rose from $523K in the plan year 2022 filing to $850K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 462045307 · Inspiration Pointe Investments Inc. PY 2023 · 401(k)
Inspiration Pointe Investments, Inc. 401(k) Plan · $850K · 2 · 22nd
- VS-ST $850K
- VS-ST 2
- VS-ST 22nd
- VS-ST 401(k)
- VS-ST near Westmark Corporation 401(k) Savings Retirement Plan
- VS-ST ind #2904
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 Retail Trade retirement plans → · Plans in Florida →
Inspiration Pointe Investments, Inc. 401(k) Plan in the asset neighbourhood
Inspiration Pointe Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Inspiration Pointe Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 153.65488190391002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $523K |
| 2023 | 1 | 2 | $850K |
| 2024 | 1 | 3 | $1M |
Inspiration Pointe Investments Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $523K |
|---|---|
| Net Assets (End of Year) | $850K |
| Net Income | $327K |
| Employer EIN | 462045307 |
| Plan Effective Date | 2013-02-13 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Inspiration Pointe Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Westmark Corporation 401(k) Savings Retirement Plan in CT ($850K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($850K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
- Lampa Ventures Retirement Plan (MI) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.