401(k) · DOL Form 5500 · 2022

Idm Group, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
111
Participants Small participant base
27th
Percentile by assets National rank
$10,419
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Idm Group 401(k) Plan · Sponsored by Idm Group, LLC · Wisconsin · Food Services & Accommodation

$1M in assets, 111 participants

Idm Group, LLC's Idm Group 401(k) Plan reported $1M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,801 in Food Services & Accommodation (4,592 peers)

Coverage in Wisconsin

Idm Group 401(k) Plan covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $1M.

#2,801
in Food Services & Accommodation (4,592 peers)
-14.4%
assets change YoY

The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Idm Group 401(k) Plan among the smaller filed plans by assets

Idm Group 401(k) Plan vs every filed plan by assets

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

$1,156,552 27th percentile higher than 27% 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

Idm Group 401(k) Plan 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. Idm Group 401(k) Plan sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 261285320 · Idm Group, LLC PY 2022 · 401(k)

Idm Group 401(k) Plan · $1M · 111 · 27th

  • BOOK $1M
  • BOOK 111
  • BOOK 27th
  • BOOK 401(k)
  • BOOK near Happysoul Corporation 401(k) Plan
  • BOOK ind #2801

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Idm Group 401(k) Plan in the asset neighbourhood

Idm Group 401(k) Plan$1MHappysoul Corporation 401(k) PlanHappysoul Corporation 401(k)…$1MActive Treatment Systems, Inc. 401(k) PlanActive Treatment Systems, In…$1MMichael Berard, Phd, Profit Sharing PlanMichael Berard, Phd, Profit …$1MBarnett Home Concepts, Inc. 401(k) Profit Sharing PlanBarnett Home Concepts, Inc. …$1M
End-of-year total assets ($M) among Idm Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$195K
Employer EIN261285320
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Idm Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Idm Group 401(k) Plan, Total assets ($B): 0.001156552 · Participants: 111Idm Group 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Idm Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Idm Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Happysoul Corporation 401(k) Plan in IL ($1M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Idm Group 401(k) Plan assets move in 2022?
Idm Group 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $1M to $1M. Reported net income was -$195K.
Which 401(k) plans are similar in size to Idm Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Happysoul Corporation 401(k) Plan in IL ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Idm Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K in assets).