Profit Sharing · DOL Form 5500 · 2022
Iex Group, Inc Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 137
- Participants
- 73rd
- Percentile by assets
- $110,084
- Avg per participant
Official DOL plan name: Iex Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Iex Group, Inc · New York · Finance & Insurance
$15M in assets, 137 participants
Iex Group, Inc's Iex Group, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 139,126 plans)
- #5,337 in Finance & Insurance (9,261 peers)
Coverage in New York
Iex Group, Inc. 401(k) Profit Sharing Plan covers 137 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $15M.
- $15M
- total plan assets (2022 EOY)
- 137
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $110,084
- avg assets per participant
The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Iex Group, Inc. 401(k) Profit Sharing Plan reports 137 participants - about 17% of that state average ($15M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$78K |
| Employer EIN | 800772845 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iex Group, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $15M |
| 2023 | 1 | 204 | $22M |
| 2024 | 1 | 193 | $27M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Iex Group, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iex Group, Inc. 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Iex Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Iex Group, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Iex Group, Inc. 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Iex Group, Inc's sponsor-wide assets have grown 82.1% since 2022 across 3 plan years on file. More Finance & Insurance plans