Profit Sharing · DOL Form 5500 · 2024
Iza & Sons Inc Profit Sharing Plan
Data updated 2026-08-25
- $558K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $139,489
- Avg per participant Near avg balance/head
Official DOL plan name: Iza & Sons Inc Money Purchase Pension Plan · Sponsored by Iza & Sons Inc · Florida · Wholesale Trade
$558K in assets, 4 participants
Iza & Sons Inc's Iza & Sons Inc Money Purchase Pension Plan reported $558K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #563 in Wholesale Trade (6,080 peers)
Iza & Sons Inc multi-year trail
Iza & Sons Inc's plans moved -37.4% in assets from 2022 to 2024; this filing shows Iza & Sons Inc Money Purchase Pension Plan at $558K / 4 participants.
- #563
- in Wholesale Trade (6,080 peers)
- -41.2%
- assets change YoY
The plan reported a net loss of $391K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iza & Sons Inc Money Purchase Pension Plan among the smaller filed plans by assets
Iza & Sons Inc Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$557,955 19th percentile higher than 19% 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
Iza & Sons Inc Money Purchase Pension 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. Iza & Sons Inc Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iza & Sons Inc Money Purchase Pension Plan reported net income fell from $61K in the plan year 2023 filing to -$391K in the plan year 2024 filing.
- Iza & Sons Inc Money Purchase Pension Plan end-of-year assets fell from $953K in the plan year 2023 filing to $558K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133122443 · Iza & Sons Inc PY 2024 · Profit Sharing
Iza & Sons Inc Money Purchase Pension Plan · $558K · 4 · 19th
- IND $558K
- IND 4
- IND 19th
- IND Profit Sharing
- IND near Desert Springs Family Dentistry PC Profit Sharing Plan & Trust
- IND ind #563
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 Wholesale Trade retirement plans → · Plans in Florida →
Iza & Sons Inc Money Purchase Pension Plan in the asset neighbourhood
Iza & Sons Inc multi-year asset trail
Sponsor-wide plan assets over time
All Iza & Sons Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $930K 37.43962100153117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $1M |
| 2023 | 2 | 8 | $2M |
| 2024 | 2 | 8 | $930K |
Iza & Sons Inc filing trail (2024)
| Total Assets (Beginning of Year) | $949K |
|---|---|
| Net Assets (End of Year) | $558K |
| Net Income | -$391K |
| Employer EIN | 133122443 |
| Plan Effective Date | 1986-11-25 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Iza & Sons Inc Money Purchase Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Desert Springs Family Dentistry PC Profit Sharing Plan & Trust in AZ ($558K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($558K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.