401(k) · DOL Form 5500 · 2022
Ikea North America Services, LLC 401(k) Plan
Data updated 2026-08-25
- $653M
- Total assets Above avg plan size
- 14,742
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $44,296
- Avg per participant Low balance/head
Official DOL plan name: Ikea Retirement and Savings Plan · Sponsored by Ikea North America Services, LLC · Pennsylvania · Retail Trade
$653M in assets, 14,742 participants
Ikea North America Services, LLC's Ikea Retirement and Savings Plan reported $653M in total assets and 14,742 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,418 in Retail Trade (9,519 peers)
Coverage in Pennsylvania
Ikea Retirement and Savings Plan covers 14,742 participants in Pennsylvania, 18x the typical Pennsylvania plan (state average ~822 per filing). Assets: $653M.
- #9,418
- in Retail Trade (9,519 peers)
- -14.9%
- assets change YoY
- 6.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $116M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ikea Retirement and Savings Plan's outsized position by total assets
Ikea Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$653,016,485 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ikea Retirement and Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ikea Retirement and Savings Plan is a mega filing (14,742 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 233005722 · Ikea North America Services, LLC PY 2022 · 401(k)
Ikea Retirement and Savings Plan · $653M · 14,742 · 98th
- ASSETS $653M
- ASSETS 14,742
- ASSETS 98th
- ASSETS 401(k)
- ASSETS near National Hockey League Players' US 401(k)
- ASSETS ind #9418
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 Retail Trade retirement plans → · Plans in Pennsylvania →
Ikea Retirement and Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $767M |
|---|---|
| Net Assets (End of Year) | $653M |
| Net Income | -$116M |
| Employer EIN | 233005722 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ikea North America Services, LLC)
Sponsor-wide plan assets over time
All Ikea North America Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 33.78858593168278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 27,750 | $803M |
| 2023 | 2 | 30,095 | $979M |
| 2024 | 2 | 28,357 | $1.1B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Scale composition for Ikea Retirement and Savings Plan
Ikea Retirement and Savings Plan reports $653M in end-of-year assets across 14,742 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $44,296 per participant (32% of the national average assets-per-participant) . Net income for plan year 2022 was -$116M.
This plan identity (EIN 233005722, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $653M to $1.1B (+64.6%) while covered participants moved from 14,742 to 15,068 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,742 | $653M | This page |
| 2023 | 16,647 | $804M | Open filing |
| 2024 · index core | 15,068 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ikea Retirement and Savings Plan (401(k), $1.1B, 15,068 participants)
Ikea Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is National Hockey League Players' US 401(k) in NY ($653M); by covered participants it is Chewy 401(k) Plan in FL (14,804 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($653M here).
- National Hockey League Players' US 401(k) (NY) $653M · 584
- The Reynolds and Reynolds Company 401(k) Savings Plan (OH) $652M · 4,522
- The Cleveland-Cliffs Steel Corporation Thrift Plan (OH) $652M · 2,539
- Acosta, Inc. 401(k) Retirement Plan (FL) $652M · 21,725
Similar participant headcount
Nearest other-state filings by covered participants (14,742 participants); asset peers above are excluded.
- Chewy 401(k) Plan (FL) 14,804 · 62 off
- Wayfair LLC 401(k) Plan & Trust (MA) 14,842 · 100 off
- Schlumberger Technology Corporation Savings and Profit Sharing Plan (TX) 14,858 · 116 off
- Nextera Energy, Inc. Employee Retirement Savings Plan (FL) 14,889 · 147 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.