401(k) · DOL Form 5500 · 2024

Independent Purchasing Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
139
Participants Small participant base
86th
Percentile by assets National rank
$437,433
Avg per participant High balance/head
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Official DOL plan name: Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust · Sponsored by Independent Purchasing Cooperative, Inc. · Florida · Professional & Technical Services

$61M in assets, 139 participants

Independent Purchasing Cooperative, Inc.'s Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust reported $61M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,578 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $61M.

#17,578
in Professional & Technical Services (20,173 peers)
+21.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust's outsized position by total assets

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$60,803,207 Top 14% higher than 86% 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

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust end-of-year assets rose from $50M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust reported participants fell from 154 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650701885 · Independent Purchasing Cooperative, Inc. PY 2024 · 401(k)

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust · $61M · 139 · 86th

  • PHOTO $61M
  • PHOTO 139
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Sunroad Enterprises Employees' 401(k) Plan
  • PHOTO ind #17578

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 Professional & Technical Services retirement plans → · Plans in Florida →

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust in the asset neighbourhood

Japs-Olson Company Retirement and Savings PlanJaps-Olson Company Retiremen…$61MIndependent Purchasing Cooperative, Inc. 401(k) Plan and TrustIndependent Purchasing Coope…$61MSunroad Enterprises Employees' 401(k) PlanSunroad Enterprises Employee…$61MOrthopedic Institute of Pennsylvania 401(k) Profit Sharing PlanOrthopedic Institute of Penn…$61MHughston Healthcare 401(k) PlanHughston Healthcare 401(k) P…$61M
End-of-year total assets ($M) among Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$61M
Net Income$11M
Employer EIN650701885
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Purchasing Cooperative, Inc.)

Sponsor-wide plan assets over time

All Independent Purchasing Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 25.717067943824055% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.4M $60.8M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 135 $48M
2023 1 154 $50M
2024 1 139 $61M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust, Total assets ($B): 0.060803207 · Participants: 139Independent Purchasing Cooperative, Inc. 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sunroad Enterprises Employees' 401(k) Plan in CA ($61M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); 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 Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust grew sharply - up 21.8% during 2024, from $50M to $61M. Reported net income was $11M.
How have Independent Purchasing Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Purchasing Cooperative, Inc.'s sponsor-wide assets grew 25.7%, from $48M to $61M.
Where does Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sunroad Enterprises Employees' 401(k) Plan in CA ($61M, 1,170 participants).
Which 401(k) plans cover a similar participant headcount to Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M 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 650701885.

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.