401(k) · DOL Form 5500 · 2023

Ideal Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$756
Total assets Small plan by assets
2
Participants Small participant base
0th
Percentile by assets National rank
$378
Avg per participant Low balance/head
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Official DOL plan name: Ideal Financial Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Ideal Financial Group, Inc. · Connecticut · Finance & Insurance

$756 in assets, 2 participants

Ideal Financial Group, Inc.'s Ideal Financial Group, Inc. 401(k) Profit Sharing Plan reported $756 in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #37 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Ideal Financial Group, Inc. 401(k) Profit Sharing Plan holds $756 for 2 participants - about $378 per participant, among the smaller plans by assets on file.

#37
in Finance & Insurance (8,869 peers)
+4.7%
assets growth YoY

Ideal Financial Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$756 0th percentile higher than 0% of 127,068 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 2023

Ideal Financial Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ideal Financial Group, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ideal Financial Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$83K in the plan year 2022 filing to $34 in the plan year 2023 filing.
  • Ideal Financial Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $722 in the plan year 2022 filing to $756 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 863910508 · Ideal Financial Group, Inc. PY 2023 · 401(k)

Ideal Financial Group, Inc. 401(k) Profit Sharing Plan · $756 · 2 · 0th

  • 5500 $756
  • 5500 2
  • 5500 0th
  • 5500 401(k)
  • 5500 near Sign Partners Inc 401(k) Plan
  • 5500 ind #37

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 Connecticut →

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

Ideal Financial Group, Inc. 401(k) Profit Sharing PlanIdeal Financial Group, Inc. …$756Sign Partners Inc 401(k) Plan$750Island Delight Restaurant Retirement PlanIsland Delight Restaurant Re…$765Torrey Partners Retirement PlanTorrey Partners Retirement P…$766Soft Pretz Corp. 401(k) Plan$769
End-of-year total assets ($M) among Ideal Financial Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$722
Net Assets (End of Year)$756
Net Income$34
Employer EIN863910508
Plan Effective Date2021-05-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Ideal Financial Group, Inc.)

Sponsor-wide plan assets over time

All Ideal Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$756 4.7091412742382275% vs 2022
2023 filing year
$0M 20222023 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $722
2023 2 2 $756

Nearby 401(k) Plans in Connecticut

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

Ideal Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ideal Financial Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 7.56e-7 · Participants: 2Ideal Financial Group, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ideal Financial Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Sign Partners Inc 401(k) Plan in FL ($750); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($756 here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ideal Financial Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.7% during 2023, from $722 to $756. Reported net income was $34.
How have Ideal Financial Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ideal Financial Group, Inc.'s sponsor-wide assets grew 4.7%, from $722 to $756.
Where does Ideal Financial Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ideal Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sign Partners Inc 401(k) Plan in FL ($750, 3 participants).
Which 401(k) plans cover a similar participant headcount to Ideal Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863910508.

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.