401(k) · DOL Form 5500 · 2023

Idea Fund Partners 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$571,475
Avg per participant High balance/head
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Official DOL plan name: Idea Fund Partners, LLC 401(k) Plan · Sponsored by Idea Fund Partners · North Carolina · Finance & Insurance

$2M in assets, 4 participants

Idea Fund Partners's Idea Fund Partners, LLC 401(k) Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,940 in Finance & Insurance (8,869 peers)

Idea Fund Partners multi-year trail

Idea Fund Partners's plans moved +37.0% in assets from 2022 to 2024; this filing shows Idea Fund Partners, LLC 401(k) Plan at $2M / 4 participants.

#1,940
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY

Idea Fund Partners, LLC 401(k) Plan among the smaller filed plans by assets

Idea Fund Partners, LLC 401(k) Plan vs every filed plan by assets

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

$2,285,900 32nd percentile higher than 32% 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 Fund Partners, LLC 401(k) 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 Fund Partners, LLC 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Idea Fund Partners, LLC 401(k) Plan reported net income rose from -$371K in the plan year 2022 filing to $371K in the plan year 2023 filing.
  • Idea Fund Partners, LLC 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Idea Fund Partners, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204767588 · Idea Fund Partners PY 2023 · 401(k)

Idea Fund Partners, LLC 401(k) Plan · $2M · 4 · 32nd

  • BOOK $2M
  • BOOK 4
  • BOOK 32nd
  • BOOK 401(k)
  • BOOK near Wabash Coffee, Inc. 401(k) Plan
  • BOOK ind #1940

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Idea Fund Partners, LLC 401(k) Plan in the asset neighbourhood

Idea Fund Partners, LLC 401(k) PlanIdea Fund Partners, LLC 401(…$2MWabash Coffee, Inc. 401(k) PlanWabash Coffee, Inc. 401(k) P…$2MSeiler Tire of Algoma Inc. 401(k) PlanSeiler Tire of Algoma Inc. 4…$2MJack Stone Sign Company, Inc. Profit Sharing PlanJack Stone Sign Company, Inc…$2MPhotometrics, Inc. a California Corporation Profit Sharing PlanPhotometrics, Inc. a Califor…$2M
End-of-year total assets ($M) among Idea Fund Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Idea Fund Partners multi-year asset trail

Sponsor-wide plan assets over time

All Idea Fund Partners plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.01754935593185% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.92M $2.62M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $2M
2024 1 4 $3M

Idea Fund Partners filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$371K
Employer EIN204767588
Plan Effective Date2007-03-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Idea Fund Partners, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Idea Fund Partners, LLC 401(k) Plan, Total assets ($B): 0.0022859 · Participants: 4Idea Fund Partners, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Idea Fund Partners, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Idea Fund Partners, LLC 401(k) Plan side-by-side with 3 peers →

Idea Fund Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wabash Coffee, Inc. 401(k) Plan in IN ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Fund Partners, LLC 401(k) Plan assets move in 2023? ▼
Idea Fund Partners, LLC 401(k) Plan grew sharply - up 19.4% during 2023, from $2M to $2M. Reported net income was $371K.
How have Idea Fund Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Idea Fund Partners's sponsor-wide assets grew 37.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Idea Fund Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wabash Coffee, Inc. 401(k) Plan in IN ($2M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Idea Fund Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 204767588.

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.