ESOP · DOL Form 5500 · 2024

Inheritance Funding Company ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
14
Participants Small participant base
53rd
Percentile by assets National rank
$632,852
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ifc Employee Stock Ownership Plan · Sponsored by Inheritance Funding Company · California · Finance & Insurance

$9M in assets, 14 participants

Inheritance Funding Company's Ifc Employee Stock Ownership Plan reported $9M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,179 in Finance & Insurance (8,549 peers)

Inheritance Funding Company multi-year trail

Inheritance Funding Company's plans moved +33.7% in assets from 2022 to 2024; this filing shows Ifc Employee Stock Ownership Plan at $9M / 14 participants.

#3,179
in Finance & Insurance (8,549 peers)
+6.2%
assets growth YoY

Ifc Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Ifc Employee Stock Ownership Plan vs every filed plan by assets

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

$8,859,921 Top 47% higher than 53% 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

Ifc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ifc Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ifc Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $683K in the plan year 2024 filing.
  • Ifc Employee Stock Ownership Plan reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Ifc Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943320550 · Inheritance Funding Company PY 2024 · ESOP

Ifc Employee Stock Ownership Plan · $9M · 14 · 53rd

  • BOOK $9M
  • VS-ST 14
  • BOY 53rd
  • SCH ESOP
  • EBSA near General Sheet Metal Employee Stock Ownership Plan
  • PART ind #3179

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 What is an ESOP? → · Plans in California →

Ifc Employee Stock Ownership Plan in the asset neighbourhood

Lanco Assembly Systems, Inc. Employee Stock Ownership PlanLanco Assembly Systems, Inc.…$9MThe Southern Link of Georgia, Inc. Employee Stock Ownership PlanThe Southern Link of Georgia…$9MIfc Employee Stock Ownership PlanIfc Employee Stock Ownership…$9MGeneral Sheet Metal Employee Stock Ownership PlanGeneral Sheet Metal Employee…$9MHarman Construction, Inc. Employee Stock Ownership PlanHarman Construction, Inc. Em…$9M
End-of-year total assets ($M) among Ifc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Inheritance Funding Company multi-year asset trail

Sponsor-wide plan assets over time

All Inheritance Funding Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.69962225747336% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.63M $8.86M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 13 $7M
2023 1 13 $8M
2024 1 14 $9M

Inheritance Funding Company filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$683K
Employer EIN943320550
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ifc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ifc Employee Stock Ownership Plan, Total assets ($B): 0.008859921 · Participants: 14Ifc Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Ifc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ifc Employee Stock Ownership Plan side-by-side with 3 peers →

Ifc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is General Sheet Metal Employee Stock Ownership Plan in OR ($9M); by covered participants it is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Ifc Employee Stock Ownership Plan assets move in 2024? ▼
Ifc Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2024, from $8M to $9M. Reported net income was $683K.
How have Inheritance Funding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inheritance Funding Company's sponsor-wide assets grew 33.7%, from $7M to $9M.
Which ESOP plans are similar in size to Ifc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is General Sheet Metal Employee Stock Ownership Plan in OR ($9M, 110 participants).
Which ESOP plans cover a similar participant headcount to Ifc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 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 943320550.

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.