Profit Sharing · DOL Form 5500 · 2023
Iza & Sons Inc Profit Sharing Plan
Data updated 2026-08-25
- $953K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $238,140
- Avg per participant Above avg balance/head
Official DOL plan name: Iza & Sons Inc Money Purchase Pension Plan · Sponsored by Iza & Sons Inc · Florida · Wholesale Trade
$953K in assets, 4 participants
Iza & Sons Inc's Iza & Sons Inc Money Purchase Pension Plan reported $953K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #813 in Wholesale Trade (6,309 peers)
Iza & Sons Inc multi-year trail
Iza & Sons Inc's plans moved -37.4% in assets from 2022 to 2024; this filing shows Iza & Sons Inc Money Purchase Pension Plan at $953K / 4 participants.
- #813
- in Wholesale Trade (6,309 peers)
- +6.8%
- assets growth YoY
Iza & Sons Inc Money Purchase Pension Plan among the smaller filed plans by assets
Iza & Sons Inc Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$952,558 23rd percentile higher than 23% 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
Iza & Sons Inc Money Purchase Pension 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. Iza & Sons Inc Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iza & Sons Inc Money Purchase Pension Plan reported net income rose from -$509K in the plan year 2022 filing to $61K in the plan year 2023 filing.
- Iza & Sons Inc Money Purchase Pension Plan reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Iza & Sons Inc Money Purchase Pension Plan end-of-year assets rose from $892K in the plan year 2022 filing to $953K in the plan year 2023 filing.
DOL schedule card
Filing strip 133122443 · Iza & Sons Inc PY 2023 · Profit Sharing
Iza & Sons Inc Money Purchase Pension Plan · $953K · 4 · 23rd
- PCT $953K
- EIN 4
- RANK 23rd
- PHOTO Profit Sharing
- IND near Idol Roc Profit Sharing Plan
- EOY ind #813
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 Wholesale Trade retirement plans → · Plans in Florida →
Iza & Sons Inc Money Purchase Pension Plan in the asset neighbourhood
Iza & Sons Inc multi-year asset trail
Sponsor-wide plan assets over time
All Iza & Sons Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $930K 37.43962100153117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $1M |
| 2023 | 2 | 8 | $2M |
| 2024 | 2 | 8 | $930K |
Iza & Sons Inc filing trail (2023)
| Total Assets (Beginning of Year) | $892K |
|---|---|
| Net Assets (End of Year) | $953K |
| Net Income | $61K |
| Employer EIN | 133122443 |
| Plan Effective Date | 1986-11-25 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Iza & Sons Inc Money Purchase Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Idol Roc Profit Sharing Plan in NY ($952K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($953K here).
- Idol Roc Profit Sharing Plan (NY) $952K · 2
- J2dettman, Inc. Retirement Plan (AL) $952K · 7
- Hydrate West Des Moines Inc. Retirement Plan (IA) $952K · 2
- Mary Case Inc Profit Sharing Plan (MO) $953K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.