401(k) · DOL Form 5500 · 2023

Ideo, LP 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
417
Participants Below avg headcount
93rd
Percentile by assets National rank
$314,253
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ideo Profit Sharing 401(k) Plan and Trust · Sponsored by Ideo, LP · Massachusetts · Professional & Technical Services

$131M in assets, 417 participants

Ideo, LP's Ideo Profit Sharing 401(k) Plan and Trust reported $131M in total assets and 417 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,129 in Professional & Technical Services (20,321 peers)

Where Ideo Profit Sharing 401(k) Plan and Trust sits by assets

Ideo Profit Sharing 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $131M for 417 participants (~$314,253/participant), up 9.2% in 2023.

#19,129
in Professional & Technical Services (20,321 peers)
+9.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Ideo Profit Sharing 401(k) Plan and Trust's outsized position by total assets

Ideo Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$131,043,432 Top 7% higher than 93% 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

Ideo Profit Sharing 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ideo Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ideo Profit Sharing 401(k) Plan and Trust reported net income rose from -$35M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ideo Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $120M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Ideo Profit Sharing 401(k) Plan and Trust reported participants fell from 458 in the plan year 2022 filing to 417 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263362395 · Ideo, LP PY 2023 · 401(k)

Ideo Profit Sharing 401(k) Plan and Trust · $131M · 417 · 93rd

  • IND $131M
  • EOY 417
  • 5500 93rd
  • ASSETS 401(k)
  • PCT near Retail Services & Systems, Inc. Deferred Profit Sharing Plan
  • EIN ind #19129

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 Massachusetts →

Ideo Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Teamsters Tforce Freight 401(k) PlanTeamsters Tforce Freight 401…$131MPark Place Technologies 401(k) Profit Sharing PlanPark Place Technologies 401(…$131MIdeo Profit Sharing 401(k) Plan and TrustIdeo Profit Sharing 401(k) P…$131MRetail Services & Systems, Inc. Deferred Profit Sharing PlanRetail Services & Systems, I…$131MThe Washington Trust Company 401(k) PlanThe Washington Trust Company…$131M
End-of-year total assets ($M) among Ideo Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$131M
Net Income$11M
Employer EIN263362395
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ideo, LP)

Sponsor-wide plan assets over time

All Ideo, LP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M 202220232024 $120M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 458 $120M
2023 1 417 $131M
2024 1 291 N/A

Nearby 401(k) Plans in Massachusetts

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

Ideo Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ideo Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.131043432 · Participants: 417Ideo Profit Sharing 401(k) Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ideo Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ideo Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Ideo Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Retail Services & Systems, Inc. Deferred Profit Sharing Plan in MD ($131M); by covered participants it is Radians, Inc. 401(k) Plan in TN (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 Ideo Profit Sharing 401(k) Plan and Trust assets move in 2023? ▼
Ideo Profit Sharing 401(k) Plan and Trust grew at a solid clip - up 9.2% during 2023, from $120M to $131M. Reported net income was $11M.
Where does Ideo Profit Sharing 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Ideo Profit Sharing 401(k) Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ideo Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Retail Services & Systems, Inc. Deferred Profit Sharing Plan in MD ($131M, 9,259 participants).
Which 401(k) plans cover a similar participant headcount to Ideo Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Radians, Inc. 401(k) Plan in TN (417 participants, $18M 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 263362395.

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.