Defined Benefit (Pension) · DOL Form 5500 · 2022

Idy, LLC Pension Plan

Data updated 2026-08-25

$195K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$65,059
Avg per participant Low balance/head
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Official DOL plan name: Idy, LLC Cash Balance Plan · Sponsored by Idy, LLC · New York · Arts, Entertainment & Recreation

$195K in assets, 3 participants

Idy, LLC's Idy, LLC Cash Balance Plan reported $195K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #783 in Arts, Entertainment & Recreation (3,077 peers)

Idy, LLC multi-year trail

Idy, LLC's plans moved +61.2% in assets from 2022 to 2024; this filing shows Idy, LLC Cash Balance Plan at $195K / 3 participants.

#783
in Arts, Entertainment & Recreation (3,077 peers)
$195K
reported net income

Idy, LLC Cash Balance Plan among the smaller filed plans by assets

Idy, LLC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$195,177 10th percentile higher than 10% of 139,123 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 2022

Idy, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Idy, LLC Cash Balance Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 208448229 · Idy, LLC PY 2022 · Defined Benefit (Pension)

Idy, LLC Cash Balance Plan · $195K · 3 · 10th

  • RANK $195K
  • PHOTO 3
  • IND 10th
  • EOY Defined Benefit (Pension)
  • 5500 near Law Offices of J Stanley Sanders Defined Benefit Pension Plan
  • ASSETS ind #783

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Idy, LLC Cash Balance Plan in the asset neighbourhood

Idy, LLC Cash Balance Plan$195KLaw Offices of J Stanley Sanders Defined Benefit Pension PlanLaw Offices of J Stanley San…$198KBakery and Sales Drivers' Local 33 Partitioned PenBakery and Sales Drivers' Lo…$204KCmta - Tool and Die Craftsmen Association Pension TrustCmta - Tool and Die Craftsme…$186KCalifornia Wealth Advisors Cash Balance Pension PlanCalifornia Wealth Advisors C…$185K
End-of-year total assets ($M) among Idy, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Idy, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Idy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.19101288957436% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2M $3.22M ▲ +61.0%
Year Plans Participants Total Assets
2022 2 7 $2M
2023 2 4 $3M
2024 2 8 $3M

Idy, LLC filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$195K
Net Income$195K
Employer EIN208448229
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Idy, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Idy, LLC Cash Balance Plan, Total assets ($B): 0.000195177 · Participants: 3Idy, LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Idy, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Idy, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Law Offices of J Stanley Sanders Defined Benefit Pension Plan in CA ($198K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Idy, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Idy, LLC's sponsor-wide assets grew 61.2%, from $2M to $3M.
Where does Idy, LLC Cash Balance Plan rank by assets among Form 5500 filers?
Idy, LLC Cash Balance Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Idy, LLC Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Law Offices of J Stanley Sanders Defined Benefit Pension Plan in CA ($198K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Idy, LLC Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).