401(k) · DOL Form 5500 · 2022
International Business Machines Corporation 401(k) Plan
Data updated 2026-08-25
- $53.4B
- Total assets Mega-plan scale
- 56,376
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $946,571
- Avg per participant High balance/head
Official DOL plan name: IBM 401 (K) Plus Plan · Sponsored by International Business Machines Corporation · New York · Professional & Technical Services
$53.4B in assets, 56,376 participants
International Business Machines Corporation's IBM 401 (K) Plus Plan reported $53.4B in total assets and 56,376 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #21,562 in Professional & Technical Services (21,562 peers)
Coverage in New York
IBM 401 (K) Plus Plan covers 56,376 participants in New York, 71x the typical New York plan (state average ~798 per filing). Assets: $53.4B.
- #21,562
- in Professional & Technical Services (21,562 peers)
- -21.0%
- assets change YoY
- 535×
- vs typical plan assets (national mean)
The plan reported a net loss of $14.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBM 401 (K) Plus Plan's outsized position by total assets
IBM 401 (K) Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$53,363,875,208 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
IBM 401 (K) Plus Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBM 401 (K) Plus Plan is a mega filing (56,376 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 130871985 · International Business Machines Corporation PY 2022 · 401(k)
IBM 401 (K) Plus Plan · $53.4B · 56,376 · 100th
- BOOK $53.4B
- VS-ST 56,376
- BOY 100th
- SCH 401(k)
- EBSA near United Technologies Corporation Employee Savings Plan
- PART ind #21562
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 Professional & Technical Services retirement plans → · Plans in New York →
IBM 401 (K) Plus Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $67.6B |
|---|---|
| Net Assets (End of Year) | $51.7B |
| Net Income | -$14.2B |
| Employer EIN | 130871985 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Business Machines Corporation)
Sponsor-wide plan assets over time
All International Business Machines Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $78.3B 0.712905096080379% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 72,807 | $78.9B |
| 2023 | 3 | 69,793 | $82.4B |
| 2024 | 3 | 100,688 | $78.3B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
- Deloitte Profit Sharing Plan $9.5B · 6,143
Scale composition for IBM 401 (K) Plus Plan
IBM 401 (K) Plus Plan reports $53.4B in end-of-year assets across 56,376 participants (0.43% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.060% of 93,925,755 covered participants) - about $946,571 per participant (6.8x the national average assets-per-participant) . Net income for plan year 2022 was -$14.2B.
This plan identity (EIN 130871985, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $53.4B to $60.4B (+13.2%) while covered participants moved from 56,376 to 52,674 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 56,376 | $53.4B | This page |
| 2023 | 54,912 | $57.4B | Open filing |
| 2024 · index core | 52,674 | $60.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- IBM 401(k) Plan (401(k), $60.4B, 52,674 participants)
- IBM Personal Pension Plan (Defined Benefit (Pension), $17.9B, 48,014 participants)
IBM 401 (K) Plus Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is United Technologies Corporation Employee Savings Plan in CT ($48.9B); by covered participants it is Cracker Barrel Old Country Store, Inc. and Affiliates Employee Savings Plan in TN (56,494 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53.4B here).
- United Technologies Corporation Employee Savings Plan (CT) $48.9B · 55,762
- The Bank of America 401(k) Plan (NC) $47.1B · 169,036
- Wells Fargo & Company 401(k) Plan (CA) $45.8B · 205,865
- Lockheed Martin Corporation Salaried Savings Plan (MD) $43.6B · 87,666
Similar participant headcount
Nearest other-state filings by covered participants (56,376 participants); asset peers above are excluded.
- Cracker Barrel Old Country Store, Inc. and Affiliates Employee Savings Plan (TN) 56,494 · 118 off
- Meta Platforms, Inc 401(k) Plan (CA) 56,213 · 163 off
- Disney Hourly Savings and Investment Plan (CA) 56,190 · 186 off
- Advance Auto Parts, Inc. 401(k) Plan (VA) 57,054 · 678 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.