Profit Sharing · DOL Form 5500 · 2023
The Independent Savingsplan Company Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $177,607
- Avg per participant Above avg balance/head
Official DOL plan name: The Independent Savings Plan Company Profit Sharing Plan and Trust · Sponsored by The Independent Savingsplan Company · Florida · Finance & Insurance
$2M in assets, 13 participants
The Independent Savingsplan Company's The Independent Savings Plan Company Profit Sharing Plan and Trust reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,957 in Finance & Insurance (8,869 peers)
The Independent Savingsplan Company multi-year trail
The Independent Savingsplan Company's plans moved -22.3% in assets from 2022 to 2024; this filing shows The Independent Savings Plan Company Profit Sharing Plan and Trust at $2M / 13 participants.
- #1,957
- in Finance & Insurance (8,869 peers)
- +1.4%
- assets growth YoY
The Independent Savings Plan Company Profit Sharing Plan and Trust among the smaller filed plans by assets
The Independent Savings Plan Company Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,308,892 32nd percentile higher than 32% 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
The Independent Savings Plan Company Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Independent Savings Plan Company Profit Sharing Plan and Trust is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Independent Savings Plan Company Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $33K in the plan year 2023 filing.
- The Independent Savings Plan Company Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 592290504 · The Independent Savingsplan Company PY 2023 · Profit Sharing
The Independent Savings Plan Company Profit Sharing Plan and Trust · $2M · 13 · 32nd
- BOOK $2M
- VS-ST 13
- BOY 32nd
- SCH Profit Sharing
- EBSA near Stephan Simonian, M.D., Apc Profit Sharing Plan
- PART ind #1957
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 →
The Independent Savings Plan Company Profit Sharing Plan and Trust in the asset neighbourhood
The Independent Savingsplan Company multi-year asset trail
Sponsor-wide plan assets over time
All The Independent Savingsplan Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 22.349338336754805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 13 | $2M |
| 2024 | 1 | 11 | $2M |
The Independent Savingsplan Company filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $33K |
| Employer EIN | 592290504 |
| Plan Effective Date | 1988-01-01 |
| 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
The Independent Savings Plan Company Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Stephan Simonian, M.D., Apc Profit Sharing Plan in CA ($2M); by covered participants it is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Tile & Light Art of Durango Inc. Retirement Plan (CO) 13 · 0 off
- Bridgeforth Holdings, Inc. Retirement Plan (NJ) 13 · 0 off
- Raw Paws Pet, Inc. Retirement Plan (IN) 13 · 0 off
- Rolls Anderson & Rolls Profit Sharing Plan (CA) 13 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.