Profit Sharing · DOL Form 5500 · 2022
Ikea North America Services, LLC Profit Sharing Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 13,008
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $11,551
- Avg per participant Low balance/head
Official DOL plan name: TACK · Sponsored by Ikea North America Services, LLC · Pennsylvania · Professional & Technical Services
$150M in assets, 13,008 participants
Ikea North America Services, LLC's TACK reported $150M in total assets and 13,008 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #20,640 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
TACK covers 13,008 participants in Pennsylvania, 16x the typical Pennsylvania plan (state average ~822 per filing). Assets: $150M.
- #20,640
- in Professional & Technical Services (21,562 peers)
- +20.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
TACK's outsized position by total assets
TACK vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$150,250,759 Top 5% higher than 95% 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
TACK'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. TACK is a mega filing (13,008 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 233005722 · Ikea North America Services, LLC PY 2022 · Profit Sharing
TACK · $150M · 13,008 · 95th
- EBSA $150M
- EBSA 13,008
- EBSA 95th
- EBSA Profit Sharing
- EBSA near Steamfitters Surety Fund Local Union No 475
- EBSA ind #20640
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
TACK in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $26M |
| Employer EIN | 233005722 |
| Plan Effective Date | 2013-09-01 |
| 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 Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Scale composition for TACK
TACK reports $150M in end-of-year assets across 13,008 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $11,551 per participant (8% of the national average assets-per-participant) . Net income for plan year 2022 was $26M.
This plan identity (EIN 233005722, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 13,008 to 13,289 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,008 | $150M | This page |
| 2023 | 13,448 | $175M | Open filing |
| 2024 | 13,289 | N/A | 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)
TACK's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Steamfitters Surety Fund Local Union No 475 in NJ ($152M); by covered participants it is Mid-Atlantic Regional Council of Carpenters' Annuity Fund in MD (12,943 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- Steamfitters Surety Fund Local Union No 475 (NJ) $152M · 1,615
- Plumbers & Steamfitters Local 21 Annuity Plan (NY) $148M · 1,249
- Electrical Workers Pension Fund Part B (MN) $148M · 471
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan (RI) $153M · 1,039
Similar participant headcount
Nearest other-state filings by covered participants (13,008 participants); asset peers above are excluded.
- Mid-Atlantic Regional Council of Carpenters' Annuity Fund (MD) 12,943 · 65 off
- Indiana Laborers Defined Contribution Trust Fund (IN) 13,678 · 670 off
- Demoulas (Restated) Profit Sharing Plan & Trust (MA) 12,106 · 902 off
- The Employer Retirement Savings Plan- Premier Health Partners (OH) 11,973 · 1,035 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.