401(k) · DOL Form 5500 · 2022

Ideo, LP 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
458
Participants Below avg headcount
94th
Percentile by assets National rank
$261,903
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ideo Profit Sharing 401(k) Plan and Trust · Sponsored by Ideo, LP · Massachusetts · Professional & Technical Services

$120M in assets, 458 participants

Ideo, LP's Ideo Profit Sharing 401(k) Plan and Trust reported $120M in total assets and 458 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,447 in Professional & Technical Services (21,562 peers)

Where Ideo Profit Sharing 401(k) Plan and Trust sits by assets

Ideo Profit Sharing 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $120M for 458 participants (~$261,903/participant), down 22.4% in 2022.

#20,447
in Professional & Technical Services (21,562 peers)
-22.4%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ideo Profit Sharing 401(k) Plan and Trust's outsized position by total assets

Ideo Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$119,951,522 Top 6% higher than 94% 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

Ideo Profit Sharing 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ideo Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (458 participants).

DOL schedule card

Filing strip 263362395 · Ideo, LP PY 2022 · 401(k)

Ideo Profit Sharing 401(k) Plan and Trust · $120M · 458 · 94th

  • EBSA $120M
  • PART 458
  • TYPE 94th
  • NET 401(k)
  • BOOK near Sps Commerce, Inc. 401(k) Retirement Savings Plan
  • VS-ST ind #20447

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 Massachusetts →

Ideo Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Unitil Corporation Tax Deferred Savings and Investment PlanUnitil Corporation Tax Defer…$120MIdeo Profit Sharing 401(k) Plan and TrustIdeo Profit Sharing 401(k) P…$120MSps Commerce, Inc. 401(k) Retirement Savings PlanSps Commerce, Inc. 401(k) Re…$120MAvalara, Inc. 401(k) Plan$120MFellowes, Inc. 401(k) Retirement PlanFellowes, Inc. 401(k) Retire…$120M
End-of-year total assets ($M) among Ideo Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$120M
Net Income-$35M
Employer EIN263362395
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ideo, LP)

Sponsor-wide plan assets over time

All Ideo, LP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M 202220232024 $120M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 458 $120M
2023 1 417 $131M
2024 1 291 N/A

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ideo Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Ideo Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.119951522 · Participants: 458Ideo Profit Sharing 401(k) Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Ideo Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ideo Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Ideo Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sps Commerce, Inc. 401(k) Retirement Savings Plan in MN ($120M); by covered participants it is Embassy Management 401(k) Plan in WA (458 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (458 participants); asset peers above are excluded.

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 did Ideo Profit Sharing 401(k) Plan and Trust assets move in 2022? ▼
Ideo Profit Sharing 401(k) Plan and Trust declined sharply - down 22.4% during 2022, from $155M to $120M. Reported net income was -$35M.
Where does Ideo Profit Sharing 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Ideo Profit Sharing 401(k) Plan and Trust ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ideo Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sps Commerce, Inc. 401(k) Retirement Savings Plan in MN ($120M, 1,502 participants).
Which 401(k) plans cover a similar participant headcount to Ideo Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Embassy Management 401(k) Plan in WA (458 participants, $6M in assets).

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 263362395.

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.