Money Purchase · DOL Form 5500 · 2024
Incentive Planning Corp. Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 46th
- Percentile by assets National rank
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.
- #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.
- #2,677
- in Finance & Insurance (8,549 peers)
- +4.5%
- assets growth YoY
Incentive Planning Corp. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Incentive Planning Corp. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,145,052 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
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.
DOL schedule card
Filing strip 204398081 · Incentive Planning Corp. PY 2024 · Money Purchase
Incentive Planning Corp. Retirement Plan · $6M · N/A · 46th
- SCH $6M
- EBSA N/A
- PART 46th
- TYPE Money Purchase
- NET near Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension
- BOOK ind #2677
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 →
Incentive Planning Corp. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Incentive Planning Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 8.125952912381768% vs 2022
- 2024 filing year
| 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.
- 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
Incentive Planning Corp. Retirement Plan's closest out-of-state Money Purchase peers by assets
Outside Florida, the nearest Money Purchase by end-of-year assets is Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension in AR at $6M (this filing: $6M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.