401(k) · DOL Form 5500 · 2023
Ideo, LP 401(k) Plan
Data updated 2026-08-11
- $131M
- Total assets
- 417
- Participants
- 93rd
- Percentile by assets
- $314,253
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $131M
- total plan assets (2023 EOY)
- 417
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $314,253
- avg assets per participant
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.
Ideo Profit Sharing 401(k) Plan and Trust vs the 2023 asset distribution
By assets, Ideo Profit Sharing 401(k) Plan and Trust outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $11M |
| Employer EIN | 263362395 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ideo, LP)
| 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
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ideo Profit Sharing 401(k) Plan and Trust by total assets, not by location.
- Retail Services & Systems, Inc. Deferred Profit Sharing Plan (MD) $131M · 9,259
- Park Place Technologies 401(k) Profit Sharing Plan (OH) $131M · 1,415
- The Washington Trust Company 401(k) Plan (RI) $131M · 623
- Teamsters Tforce Freight 401(k) Plan (VA) $131M · 8,473
Frequently Asked Questions
How did Ideo Profit Sharing 401(k) Plan and Trust assets move in 2023? ▼
Where does Ideo Profit Sharing 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ideo Profit Sharing 401(k) Plan and Trust? ▼
Next read for Ideo Profit Sharing 401(k) Plan and Trus…
Scale reading
Ways to act on Ideo Profit Sharing 401(k) Plan and Trust's numbers.
- By total assets, Ideo Profit Sharing 401(k) Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans