Profit Sharing · DOL Form 5500 · 2022
Ikea North America Services, LLC Profit Sharing Plan
Data updated 2026-08-11
- $150M
- Total assets
- 13,008
- Participants
- 95th
- Percentile by assets
- $11,551
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $150M
- total plan assets (2022 EOY)
- 13,008
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $11,551
- avg assets per participant
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. TACK reports 13,008 participants - 16x that state average ($150M EOY assets).
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)
| 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.
TACK vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to TACK by total assets, not by location.
- 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
Frequently Asked Questions
How did TACK assets move in 2022? ▼
How have Ikea North America Services, LLC plan assets changed over time? ▼
Where does TACK rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to TACK? ▼
Next read for TACK
Filing takeaways
Ways to act on TACK's numbers.
- By total assets, TACK ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Ikea North America Services, LLC's sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans