Profit Sharing · DOL Form 5500 · 2024

Iol Mutual Co. Profit Sharing Plan

Data updated 2026-08-25

$60K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$60,000
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iol Mutual Co. Retirement Plan · Sponsored by Iol Mutual Co. · Texas · Other Services

$60K in assets, 1 participants

Iol Mutual Co.'s Iol Mutual Co. Retirement Plan reported $60K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #636 in Other Services (7,719 peers)

What the 2024 filing shows

Iol Mutual Co. Retirement Plan holds $60K for 1 participant - about $60,000 per participant, among the smaller plans by assets on file.

#636
in Other Services (7,719 peers)
-7.7%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iol Mutual Co. Retirement Plan among the smaller filed plans by assets

Iol Mutual Co. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$60,000 4th percentile higher than 4% of 123,620 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 2024

Iol Mutual Co. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iol Mutual Co. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iol Mutual Co. Retirement Plan reported net income fell from -$1K in the plan year 2023 filing to -$5K in the plan year 2024 filing.
  • Iol Mutual Co. Retirement Plan end-of-year assets fell from $65K in the plan year 2023 filing to $60K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 814936665 · Iol Mutual Co. PY 2024 · Profit Sharing

Iol Mutual Co. Retirement Plan · $60K · 1 · 4th

  • TYPE $60K
  • NET 1
  • BOOK 4th
  • VS-ST Profit Sharing
  • BOY near Iowa Fitness, Inc. Retirement Plan
  • SCH ind #636

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 Other Services retirement plans → · Plans in Texas →

Iol Mutual Co. Retirement Plan in the asset neighbourhood

Iol Mutual Co. Retirement PlanIol Mutual Co. Retirement Pl…$60KIowa Fitness, Inc. Retirement PlanIowa Fitness, Inc. Retiremen…$60KRollahaus Retirement Plan$60KMsk Dollar Tree Corp. Retirement PlanMsk Dollar Tree Corp. Retire…$60KBasileias Enterprises Corp. Retirement PlanBasileias Enterprises Corp. …$60K
End-of-year total assets ($M) among Iol Mutual Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$65K
Net Assets (End of Year)$60K
Net Income-$5K
Employer EIN814936665
Plan Effective Date2017-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Iol Mutual Co.)

Sponsor-wide plan assets over time

All Iol Mutual Co. plans reported in each filing year

Latest sponsor-wide plan assets
$60K 9.436696250679224% vs 2022
2024 filing year
$0.06M$0.06M$0.07M$0.07M$0.08M 202220232024 $0.07M $0.06M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 2 $66K
2023 1 1 $65K
2024 1 1 $60K

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Iol Mutual Co. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Iol Mutual Co. Retirement Plan, Total assets ($B): 0.00006 · Participants: 1Iol Mutual Co. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Iol Mutual Co. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Iol Mutual Co. Retirement Plan side-by-side with 3 peers →

Iol Mutual Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Iowa Fitness, Inc. Retirement Plan in IA ($60K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Iol Mutual Co. Retirement Plan assets move in 2024? ▼
Iol Mutual Co. Retirement Plan pulled back noticeably - down 7.7% during 2024, from $65K to $60K. Reported net income was -$5K.
How have Iol Mutual Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iol Mutual Co.'s sponsor-wide assets declined 9.4%, from $66K to $60K.
Where does Iol Mutual Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Iol Mutual Co. Retirement Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Iol Mutual Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iowa Fitness, Inc. Retirement Plan in IA ($60K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Iol Mutual Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814936665.

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.