Profit Sharing · DOL Form 5500 · 2024
The Independent Savings Plan Company Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $160,688
- Avg per participant Above avg balance/head
Official DOL plan name: The Independent Savings Plan Company Profit Sharing Plan and Trust · Sponsored by The Independent Savings Plan Company · Florida · Finance & Insurance
$2M in assets, 11 participants
The Independent Savings Plan Company's The Independent Savings Plan Company Profit Sharing Plan and Trust reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #1,487 in Finance & Insurance (8,549 peers)
The Independent Savings Plan Company multi-year trail
The Independent Savings Plan Company's plans moved -22.3% in assets from 2022 to 2024; this filing shows The Independent Savings Plan Company Profit Sharing Plan and Trust at $2M / 11 participants.
- #1,487
- in Finance & Insurance (8,549 peers)
- -23.4%
- assets change YoY
The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Independent Savings Plan Company Profit Sharing Plan and Trust among the smaller filed plans by assets
The Independent Savings Plan Company Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,767,569 28th percentile higher than 28% 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
The Independent Savings Plan Company Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Independent Savings Plan Company Profit Sharing Plan and Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Independent Savings Plan Company Profit Sharing Plan and Trust reported net income fell from $33K in the plan year 2023 filing to -$541K in the plan year 2024 filing.
- The Independent Savings Plan Company Profit Sharing Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Independent Savings Plan Company Profit Sharing Plan and Trust reported participants fell from 13 in the plan year 2023 filing to 11 in the plan year 2024 filing.
DOL schedule card
Filing strip 592290504 · The Independent Savings Plan Company PY 2024 · Profit Sharing
The Independent Savings Plan Company Profit Sharing Plan and Trust · $2M · 11 · 28th
- EBSA $2M
- PART 11
- TYPE 28th
- NET Profit Sharing
- BOOK near Bartino Neo Co. Retirement Plan
- VS-ST ind #1487
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 →
The Independent Savings Plan Company Profit Sharing Plan and Trust in the asset neighbourhood
The Independent Savings Plan Company multi-year asset trail
Sponsor-wide plan assets over time
All The Independent Savings Plan Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 22.349338336754805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 13 | $2M |
| 2024 | 1 | 11 | $2M |
The Independent Savings Plan Company filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$541K |
| Employer EIN | 592290504 |
| Plan Effective Date | 1988-01-01 |
| 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
The Independent Savings Plan Company Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Bartino Neo Co. Retirement Plan in OH ($2M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Capital Craftsmen, Inc. Profit Sharing Plan (NY) 11 · 0 off
- 5forhim Inc. Retirement Plan (SC) 11 · 0 off
- Classic Tile, Inc. Profit Sharing Plan (NJ) 11 · 0 off
- The Roberson Company Retirement Plan (TX) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.