Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

IDS REAL ESTATE GROUP 401K PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IDS REAL ESTATE GROUP

This Profit Sharing plan holds $21M in total assets and serves 122 participants as of 2022. It is sponsored by IDS REAL ESTATE GROUP in California. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$21M
Participants
122
State
Industry
Real Estate

What the Filing Says About IDS REAL ESTATE GROUP 401K PLAN

IDS REAL ESTATE GROUP 401K PLAN is a Profit Sharing retirement plan sponsored by IDS REAL ESTATE GROUP, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 122 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 954076796, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $21M at year-end — a decline of 12.2%. Net assets (after liabilities) closed the year at $21M, with reported net income of $-2,972,382 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$-2,972,382
Plan TypeProfit Sharing
Employer EIN954076796
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IDS REAL ESTATE GROUP)

Year Plans Participants Total Assets
2022 1 122 $21M
2023 1 129 $26M
2024 1 133 $31M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the IDS REAL ESTATE GROUP 401K PLAN?
As of the 2022 Form 5500 filing, IDS REAL ESTATE GROUP 401K PLAN holds $21M in total assets with 122 participants. It is sponsored by IDS REAL ESTATE GROUP.
What type of plan is IDS REAL ESTATE GROUP 401K PLAN?
IDS REAL ESTATE GROUP 401K PLAN is a Profit Sharing plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 954076796.
Who sponsors the IDS REAL ESTATE GROUP 401K PLAN?
IDS REAL ESTATE GROUP 401K PLAN is sponsored by IDS REAL ESTATE GROUP, located in California. The sponsor's EIN is 954076796 and the plan operates in the Real Estate industry.
How did IDS REAL ESTATE GROUP 401K PLAN perform in 2022?
IDS REAL ESTATE GROUP 401K PLAN declined by 12.2% during 2022, moving from $24M to $21M in total assets. Net income was $-2,972,382.
Where can I find official filings for IDS REAL ESTATE GROUP 401K PLAN?
Official Form 5500 filings for IDS REAL ESTATE GROUP 401K PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 954076796 or plan name at efast.dol.gov.
How does IDS REAL ESTATE GROUP 401K PLAN compare to other plans?
You can compare IDS REAL ESTATE GROUP 401K PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 954076796.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.