Money Purchase · DOL Form 5500 · 2023

Iza & Sons Inc Money Purchase Plan

Data updated 2026-08-25

$635K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$158,758
Avg per participant Above avg balance/head
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Official DOL plan name: Iza & Sons Inc Money Purchase Pension Plan · Sponsored by Iza & Sons Inc · Florida · Wholesale Trade

$635K in assets, 4 participants

Iza & Sons Inc's Iza & Sons Inc Money Purchase Pension Plan reported $635K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #654 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 $635K / 4 participants.

#654
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

$635,033 20th percentile higher than 20% 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

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 -$339K in the plan year 2022 filing to $40K 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 $595K in the plan year 2022 filing to $635K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133122443 · Iza & Sons Inc PY 2023 · Money Purchase

Iza & Sons Inc Money Purchase Pension Plan · $635K · 4 · 20th

  • SCH $635K
  • SCH 4
  • SCH 20th
  • SCH Money Purchase
  • SCH near Willow View Mental Health System Employees' Pension Plan
  • SCH ind #654

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 Money Purchase Pension PlanIza & Sons Inc Money Purchas…$635KPine Bluff Cotton Belt Federal Credit Union Pension Plan & TrustPine Bluff Cotton Belt Feder…$637KMara Astacio Almodovar, Md Retirement PlanMara Astacio Almodovar, Md R…$637KMark Trautmann Peters Md Retirement PlanMark Trautmann Peters Md Ret…$639KWillow View Mental Health System Employees' Pension PlanWillow View Mental Health Sy…$634K
End-of-year total assets ($M) among Iza & Sons Inc Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.49M $0.93M ▼ -37.6%
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)$595K
Net Assets (End of Year)$635K
Net Income$40K
Employer EIN133122443
Plan Effective Date1986-11-25
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Florida

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

Iza & Sons Inc Money Purchase Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Iza & Sons Inc Money Purchase Pension Plan, Total assets ($M): 0.635033 · Participants: 4Iza & Sons Inc Money Purchase Pension PlanElliott Money Purchase Pension Plan, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 178.216433 · Participants: 13258Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union No. 728 Annuity Fund
Iza & Sons Inc Money Purchase Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Iza & Sons Inc Money Purchase Pension Plan side-by-side with 3 peers →

Iza & Sons Inc Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Willow View Mental Health System Employees' Pension Plan in OK ($634K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Iza & Sons Inc Money Purchase Pension Plan assets move in 2023? ▼
Iza & Sons Inc Money Purchase Pension Plan grew at a solid clip - up 6.8% during 2023, from $595K to $635K. Reported net income was $40K.
How have Iza & Sons Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iza & Sons Inc's sponsor-wide assets declined 37.4%, from $1M to $930K.
Where does Iza & Sons Inc Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Iza & Sons Inc Money Purchase Pension Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Iza & Sons Inc Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Willow View Mental Health System Employees' Pension Plan in OK ($634K, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Iza & Sons Inc Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 133122443.

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.