401(k) · DOL Form 5500 · 2023

Independent Administrative Services, L.L.C. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
1,973
Participants Near avg headcount
89th
Percentile by assets National rank
$39,548
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Independent Administrative Services, L.L.C. 401(k) Plan · Sponsored by Independent Administrative Services, L.L.C. · Florida · Finance & Insurance

$78M in assets, 1,973 participants

Independent Administrative Services, L.L.C.'s Independent Administrative Services, L.L.C. 401(k) Plan reported $78M in total assets and 1,973 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,424 in Finance & Insurance (8,869 peers)

Coverage in Florida

Independent Administrative Services, L.L.C. 401(k) Plan covers 1,973 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $78M.

#7,424
in Finance & Insurance (8,869 peers)
+76.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Independent Administrative Services, L.L.C. 401(k) Plan's outsized position by total assets

Independent Administrative Services, L.L.C. 401(k) Plan vs every filed plan by assets

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

$78,027,327 Top 11% higher than 89% 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

Independent Administrative Services, L.L.C. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Administrative Services, L.L.C. 401(k) Plan lands in the large band (1,973 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Administrative Services, L.L.C. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Independent Administrative Services, L.L.C. 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Independent Administrative Services, L.L.C. 401(k) Plan reported participants rose from 1,892 in the plan year 2022 filing to 1,973 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510431043 · Independent Administrative Services, L.L.C. PY 2023 · 401(k)

Independent Administrative Services, L.L.C. 401(k) Plan · $78M · 1,973 · 89th

  • SCH $78M
  • EBSA 1,973
  • PART 89th
  • TYPE 401(k)
  • NET near Mood401(k) Savings and Retirement Plan
  • BOOK ind #7424

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 →

Independent Administrative Services, L.L.C. 401(k) Plan in the asset neighbourhood

Tower Federal Credit Union Savings PlanTower Federal Credit Union S…$78MIndependent Administrative Services, L.L.C. 401(k) PlanIndependent Administrative S…$78MMood401(k) Savings and Retirement PlanMood401(k) Savings and Retir…$78MBbl Companies 401(k) Retirement Savings Plan and TrustBbl Companies 401(k) Retirem…$78MAnesthesia Care Associates Medical Group, Inc. Profit Sharing 401(k) PlanAnesthesia Care Associates M…$78M
End-of-year total assets ($M) among Independent Administrative Services, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$78M
Net Income$34M
Employer EIN510431043
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Administrative Services, L.L.C.)

Sponsor-wide plan assets over time

All Independent Administrative Services, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$102M 130.20184343110316% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $44.2M $102M ▲ +130.2%
Year Plans Participants Total Assets
2022 1 1,892 $44M
2023 1 1,973 $78M
2024 1 2,221 $102M

Nearby 401(k) Plans in Florida

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

Independent Administrative Services, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Independent Administrative Services, L.L.C. 401(k) Plan, Total assets ($B): 0.078027327 · Participants: 1973Independent Administrative Services, L.L.C. 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
Independent Administrative Services, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Independent Administrative Services, L.L.C. 401(k) Plan side-by-side with 3 peers →

Independent Administrative Services, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mood401(k) Savings and Retirement Plan in TX ($78M); by covered participants it is Goodwin Procter LLP Partnership Profit Sharing Savings Plan in MA (1,973 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,973 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 Independent Administrative Services, L.L.C. 401(k) Plan assets move in 2023? ▼
Independent Administrative Services, L.L.C. 401(k) Plan surged - up 76.6% during 2023, from $44M to $78M. Reported net income was $34M.
How have Independent Administrative Services, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Administrative Services, L.L.C.'s sponsor-wide assets grew 130.2%, from $44M to $102M.
Where does Independent Administrative Services, L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Independent Administrative Services, L.L.C. 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Independent Administrative Services, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mood401(k) Savings and Retirement Plan in TX ($78M, 573 participants).
Which 401(k) plans cover a similar participant headcount to Independent Administrative Services, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodwin Procter LLP Partnership Profit Sharing Savings Plan in MA (1,973 participants, $985M 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 510431043.

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.