Money Purchase · DOL Form 5500 · 2024
Incentive Planning Corp. Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- N/A
- Participants
- 46th
- Percentile by assets
Official DOL plan name: Incentive Planning Corp. Retirement Plan · Sponsored by Incentive Planning Corp. · Florida · Finance & Insurance
$6M in assets, N/A participants
Incentive Planning Corp.'s Incentive Planning Corp. Retirement Plan reported $6M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- 46th percentile by assets (of 123,622 plans)
- #2,677 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Incentive Planning Corp. Retirement Plan holds $6M for N/A participants, in the lower half of filed plans by assets.
- $6M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 46th
- percentile by assets (of 123,622 plans)
- +4.5%
- assets growth YoY
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Incentive Planning Corp. Retirement Plan reported net income rose from $198K in the plan year 2023 filing to $264K in the plan year 2024 filing.
- Incentive Planning Corp. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Money Purchase filing for Incentive Planning Corp. Retirement Plan
Money Purchase filing for plan year 2024: EIN 204398081 ; effective since 2006-11-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $264K |
| Employer EIN | 204398081 |
| Plan Effective Date | 2006-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Incentive Planning Corp.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $6M |
| 2023 | 1 | N/A | $6M |
| 2024 | 1 | N/A | $6M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Incentive Planning Corp. Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
- Elliott Money Purchase Pension Plan $457M · 494
- Southern States Savings & Retirement Plan Trust $193M · 13,122
- Carolina Electrical Workers Retirement Fund $154M · 6,154
- NECA-IBEW 177 Pension Fund $144M · 1,412
- Lifelink Foundation, Inc. Retirement Plan $99M · 471
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Incentive Planning Corp. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Incentive Planning Corp. Retirement Plan assets move in 2024? ▼
How have Incentive Planning Corp. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Incentive Planning Corp. Retirement Plan? ▼
Next read for Incentive Planning Corp. Retirement Plan
Filing takeaways
Ways to act on Incentive Planning Corp. Retirement Plan's numbers.
- By total assets, Incentive Planning Corp. Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- Incentive Planning Corp.'s sponsor-wide assets have grown 8.1% since 2022 across 3 plan years on file. More Finance & Insurance plans