401(k) · DOL Form 5500 · 2023

Independent Purchasing Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
154
Participants Small participant base
85th
Percentile by assets National rank
$324,135
Avg per participant High balance/head
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Official DOL plan name: Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust · Sponsored by Independent Purchasing Cooperative, Inc. · Florida · Professional & Technical Services

$50M in assets, 154 participants

Independent Purchasing Cooperative, Inc.'s Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust reported $50M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,602 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust covers 154 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $50M.

#17,602
in Professional & Technical Services (20,321 peers)
+3.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust's outsized position by total assets

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$49,916,784 Top 15% higher than 85% 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 Purchasing Cooperative, Inc. 401(k) Plan and Trust 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. Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust reported net income rose from -$20M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust reported participants rose from 135 in the plan year 2022 filing to 154 in the plan year 2023 filing.
  • Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust end-of-year assets rose from $48M in the plan year 2022 filing to $50M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650701885 · Independent Purchasing Cooperative, Inc. PY 2023 · 401(k)

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust · $50M · 154 · 85th

  • EBSA $50M
  • EBSA 154
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Luminex Home Decor & Fragrance Co 401(k) Plan
  • EBSA ind #17602

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 Professional & Technical Services retirement plans → · Plans in Florida →

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust in the asset neighbourhood

Independent Purchasing Cooperative, Inc. 401(k) Plan and TrustIndependent Purchasing Coope…$50MLuminex Home Decor & Fragrance Co 401(k) PlanLuminex Home Decor & Fragran…$50MLba Realty 401(k) Plan$50MS&k Technologies, Inc. 401(k) Profit Sharing Plan and TrustS&k Technologies, Inc. 401(k…$50MTauber Oil Company 401(k) Profit Sharing PlanTauber Oil Company 401(k) Pr…$50M
End-of-year total assets ($M) among Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$50M
Net Income$2M
Employer EIN650701885
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Purchasing Cooperative, Inc.)

Sponsor-wide plan assets over time

All Independent Purchasing Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 25.717067943824055% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.4M $60.8M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 135 $48M
2023 1 154 $50M
2024 1 139 $61M

Nearby 401(k) Plans in Florida

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

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust, Total assets ($B): 0.049916784 · Participants: 154Independent Purchasing Cooperative, Inc. 401(k) Plan and TrustL3harris 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 Purchasing Cooperative, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Luminex Home Decor & Fragrance Co 401(k) Plan in OH ($50M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Purchasing Cooperative, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust edged up modestly - up 3.2% during 2023, from $48M to $50M. Reported net income was $2M.
How have Independent Purchasing Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Purchasing Cooperative, Inc.'s sponsor-wide assets grew 25.7%, from $48M to $61M.
Where does Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust ranks in the 85th 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 Purchasing Cooperative, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Luminex Home Decor & Fragrance Co 401(k) Plan in OH ($50M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M 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 650701885.

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.