401(k) · DOL Form 5500 · 2024

Imz Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
43rd
Percentile by assets National rank
$861,511
Avg per participant High balance/head
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Official DOL plan name: Imz Financial Services 401(k) Plan · Sponsored by Imz Financial Services, Inc. · Florida · Finance & Insurance

$5M in assets, 6 participants

Imz Financial Services, Inc.'s Imz Financial Services 401(k) Plan reported $5M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,456 in Finance & Insurance (8,549 peers)

Imz Financial Services, Inc. multi-year trail

Imz Financial Services, Inc.'s plans moved +62.9% in assets from 2022 to 2024; this filing shows Imz Financial Services 401(k) Plan at $5M / 6 participants.

#2,456
in Finance & Insurance (8,549 peers)
+31.7%
assets growth YoY

Imz Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Imz Financial Services 401(k) Plan vs every filed plan by assets

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

$5,169,063 43rd percentile higher than 43% 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

Imz Financial Services 401(k) 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. Imz Financial Services 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Imz Financial Services 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Imz Financial Services 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Imz Financial Services 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 510488023 · Imz Financial Services, Inc. PY 2024 · 401(k)

Imz Financial Services 401(k) Plan · $5M · 6 · 43rd

  • BOOK $5M
  • BOOK 6
  • BOOK 43rd
  • BOOK 401(k)
  • BOOK near Wilkerson Storage Co. 401(k)Plan
  • BOOK ind #2456

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 →

Imz Financial Services 401(k) Plan in the asset neighbourhood

Imz Financial Services 401(k) PlanImz Financial Services 401(k…$5MWilkerson Storage Co. 401(k)PlanWilkerson Storage Co. 401(k)…$5MAustin White Lime Company & Austin White Lime Transport, Inc. Profit Sharing PlanAustin White Lime Company & …$5MRobinson Green Beretta Corporation Thrift 401(k) PlanRobinson Green Beretta Corpo…$5MJerry Pair & Associates 401(k) PlanJerry Pair & Associates 401(…$5M
End-of-year total assets ($M) among Imz Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Imz Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Imz Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 62.88336917732139% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.17M $5.17M ▲ +63.1%
Year Plans Participants Total Assets
2022 3 9 $3M
2023 1 5 $4M
2024 1 6 $5M

Imz Financial Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN510488023
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Imz Financial Services 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Imz Financial Services 401(k) Plan, Total assets ($B): 0.005169063 · Participants: 6Imz Financial Services 401(k) PlanL3harris 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
Imz Financial Services 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Imz Financial Services 401(k) Plan side-by-side with 3 peers →

Imz Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wilkerson Storage Co. 401(k)Plan in TX ($5M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Imz Financial Services 401(k) Plan assets move in 2024? ▼
Imz Financial Services 401(k) Plan surged - up 31.7% during 2024, from $4M to $5M. Reported net income was $1M.
How have Imz Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imz Financial Services, Inc.'s sponsor-wide assets grew 62.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Imz Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilkerson Storage Co. 401(k)Plan in TX ($5M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Imz Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, 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 510488023.

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.