Money Purchase · DOL Form 5500 · 2024
Iza & Sons Inc Money Purchase Plan
Data updated 2026-08-25
- $372K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $92,993
- Avg per participant Below avg balance/head
Official DOL plan name: Iza & Sons Inc Money Purchase Pension Plan · Sponsored by Iza & Sons Inc · Florida · Wholesale Trade
$372K in assets, 4 participants
Iza & Sons Inc's Iza & Sons Inc Money Purchase Pension Plan reported $372K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #449 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 $372K / 4 participants.
- #449
- in Wholesale Trade (6,080 peers)
- -41.2%
- assets change YoY
The plan reported a net loss of $261K 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
$371,970 15th percentile higher than 15% 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 $40K in the plan year 2023 filing to -$261K in the plan year 2024 filing.
- Iza & Sons Inc Money Purchase Pension Plan end-of-year assets fell from $635K in the plan year 2023 filing to $372K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133122443 · Iza & Sons Inc PY 2024 · Money Purchase
Iza & Sons Inc Money Purchase Pension Plan · $372K · 4 · 15th
- BOOK $372K
- VS-ST 4
- BOY 15th
- SCH Money Purchase
- EBSA near Melvyn Miguel Acosta Febo Retirement Plan
- PART ind #449
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) | $633K |
|---|---|
| Net Assets (End of Year) | $372K |
| Net Income | -$261K |
| Employer EIN | 133122443 |
| Plan Effective Date | 1986-11-25 |
| Filing Status | FILING RECEIVED |
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
Iza & Sons Inc Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Melvyn Miguel Acosta Febo Retirement Plan in PR ($372K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($372K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Linas a Sidrys Md (IL) 4 · 0 off
- A.W. Carlson Inc Money Purchase Plan (CT) 4 · 0 off
- Steimla& Associates,Inc. Money Purchase Pension Plan (IL) 4 · 0 off
- Daniel Rivera Marquez Profit Sharing Plan (PR) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.