Profit Sharing · DOL Form 5500 · 2022

Iex Group, Inc Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
137
Participants Small participant base
73rd
Percentile by assets National rank
$110,084
Avg per participant Below avg balance/head
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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.

  • #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.

#5,337
in Finance & Insurance (9,261 peers)
-0.5%
assets change YoY

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.

Iex Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Iex Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,081,476 Top 27% higher than 73% 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

Iex Group, Inc. 401(k) Profit Sharing 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. Iex Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (137 participants).

Form 5500 schedule snapshot

Filing strip 800772845 · Iex Group, Inc PY 2022 · Profit Sharing

Iex Group, Inc. 401(k) Profit Sharing Plan · $15M · 137 · 73rd

  • IND $15M
  • EOY 137
  • 5500 73rd
  • ASSETS Profit Sharing
  • PCT near 403(b) Thrift Plan for Employees of St. Louis Arc, Inc.
  • EIN ind #5337

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 Finance & Insurance retirement plans → · Plans in New York →

Iex Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Omnipure Filter Co. Inc. Profit Sharing PlanOmnipure Filter Co. Inc. Pro…$15MIex Group, Inc. 401(k) Profit Sharing PlanIex Group, Inc. 401(k) Profi…$15M403(b) Thrift Plan for Employees of St. Louis Arc, Inc.403(b) Thrift Plan for Emplo…$15MUniversidad Politecnica Retirement PlanUniversidad Politecnica Reti…$15MWei-Chuan, U.S.a., Inc. Discretionary Contribution PlanWei-Chuan, U.S.a., Inc. Disc…$15M
End-of-year total assets ($M) among Iex Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$78K
Employer EIN800772845
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iex Group, Inc)

Sponsor-wide plan assets over time

All Iex Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27M 82.1427557886244% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.1M $27.5M ▲ +82.2%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Iex Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.015081476 · Participants: 137Iex Group, Inc. 401(k) Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Iex Group, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Iex Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Iex Group, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is 403(b) Thrift Plan for Employees of St. Louis Arc, Inc. in MO ($15M); by covered participants it is Delong's, Inc. Profit Sharing Plan in MO (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Iex Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Iex Group, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.5% during 2022, from $15M to $15M. Reported net income was -$78K.
How have Iex Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iex Group, Inc's sponsor-wide assets grew 82.1%, from $15M to $27M.
Which Profit Sharing plans are similar in size to Iex Group, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of St. Louis Arc, Inc. in MO ($15M, 412 participants).
Which Profit Sharing plans cover a similar participant headcount to Iex Group, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Delong's, Inc. Profit Sharing Plan in MO (137 participants, $1M 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 800772845.

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.