401(k) · DOL Form 5500 · 2023

Idea Services Group, Inc. 401(k) Plan

Data updated 2026-08-25

$387K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$77,308
Avg per participant Below avg balance/head
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Official DOL plan name: Idea Services Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Idea Services Group, Inc. · Texas · Other Services

$387K in assets, 5 participants

Idea Services Group, Inc.'s Idea Services Group, Inc. 401(k) Profit Sharing Plan reported $387K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,694 in Other Services (7,857 peers)

Idea Services Group, Inc. multi-year trail

Idea Services Group, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Idea Services Group, Inc. 401(k) Profit Sharing Plan at $387K / 5 participants.

#2,694
in Other Services (7,857 peers)
-20.2%
assets change YoY

The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$386,539 16th percentile higher than 16% 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

Idea Services 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. Idea Services Group, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Idea Services Group, Inc. 401(k) Profit Sharing Plan reported net income fell from -$76K in the plan year 2022 filing to -$98K in the plan year 2023 filing.
  • Idea Services Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Idea Services Group, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $485K in the plan year 2022 filing to $387K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 825146156 · Idea Services Group, Inc. PY 2023 · 401(k)

Idea Services Group, Inc. 401(k) Profit Sharing Plan · $387K · 5 · 16th

  • PART $387K
  • TYPE 5
  • NET 16th
  • BOOK 401(k)
  • VS-ST near Bks Pooled Employer Plan
  • BOY ind #2694

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 Other Services retirement plans → · Plans in Texas →

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

Idea Services Group, Inc. 401(k) Profit Sharing PlanIdea Services Group, Inc. 40…$387KBks Pooled Employer Plan$386KGenius Gems Group Inc. 401(k) PlanGenius Gems Group Inc. 401(k…$386KRough Rider Adventures Investment PlanRough Rider Adventures Inves…$386KPowells Adventure Corp. 401(k) Profit Sharing PlanPowells Adventure Corp. 401(…$386K
End-of-year total assets ($M) among Idea Services Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Idea Services Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Idea Services Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$637K 31.40582689386434% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.48M $0.64M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 4 $485K
2023 1 5 $387K
2024 1 10 $637K

Idea Services Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$485K
Net Assets (End of Year)$387K
Net Income-$98K
Employer EIN825146156
Plan Effective Date2018-04-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Idea Services Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Idea Services Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000386539 · Participants: 5Idea Services Group, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Idea Services Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Idea Services Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Bks Pooled Employer Plan in NJ ($386K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($387K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Idea Services Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Idea Services Group, Inc. 401(k) Profit Sharing Plan declined sharply - down 20.2% during 2023, from $485K to $387K. Reported net income was -$98K.
How have Idea Services Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Idea Services Group, Inc.'s sponsor-wide assets grew 31.4%, from $485K to $637K.
Where does Idea Services Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Idea Services Group, Inc. 401(k) Profit Sharing Plan ranks in the 16th 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 Idea Services Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bks Pooled Employer Plan in NJ ($386K, 40 participants).
Which 401(k) plans cover a similar participant headcount to Idea Services Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 825146156.

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.