Defined Benefit (Pension) · DOL Form 5500 · 2023

Idy, LLC Pension Plan

Data updated 2026-08-25

$413K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$206,530
Avg per participant Above avg balance/head
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Official DOL plan name: Idy, LLC Cash Balance Plan · Sponsored by Idy, LLC · New York · Arts, Entertainment & Recreation

$413K in assets, 2 participants

Idy, LLC's Idy, LLC Cash Balance Plan reported $413K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,097 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Idy, LLC Cash Balance Plan ranks #1,097 of 2,945 2023 filers by assets (6722% of the sector average)-$413K for 2 participants.

#1,097
in Arts, Entertainment & Recreation (2,945 peers)
+111.6%
assets growth YoY

Idy, LLC Cash Balance Plan among the smaller filed plans by assets

Idy, LLC Cash Balance Plan vs every filed plan by assets

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

$413,059 16th percentile higher than 16% 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

Idy, LLC Cash Balance 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. Idy, LLC Cash Balance Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Idy, LLC Cash Balance Plan end-of-year assets rose from $195K in the plan year 2022 filing to $413K in the plan year 2023 filing.
  • Idy, LLC Cash Balance Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Idy, LLC Cash Balance Plan reported net income rose from $195K in the plan year 2022 filing to $218K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208448229 · Idy, LLC PY 2023 · Defined Benefit (Pension)

Idy, LLC Cash Balance Plan · $413K · 2 · 16th

  • TYPE $413K
  • TYPE 2
  • TYPE 16th
  • TYPE Defined Benefit (Pension)
  • TYPE near International Union of Tool Die and Mold Makers Pension Plan
  • TYPE ind #1097

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Idy, LLC Cash Balance Plan in the asset neighbourhood

Pro Health Group Inc Defined Benefit Pension PlanPro Health Group Inc Defined…$417KBluewater Painting LLC Cash Balance PlanBluewater Painting LLC Cash …$418KIdy, LLC Cash Balance Plan$413KInternational Union of Tool Die and Mold Makers Pension PlanInternational Union of Tool …$414KDougherty Dental Corporation Defined Benefit Pension PlanDougherty Dental Corporation…$415K
End-of-year total assets ($M) among Idy, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$195K
Net Assets (End of Year)$413K
Net Income$218K
Employer EIN208448229
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Idy, LLC)

Sponsor-wide plan assets over time

All Idy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.19101288957436% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2M $3.22M ▲ +61.0%
Year Plans Participants Total Assets
2022 2 7 $2M
2023 2 4 $3M
2024 2 8 $3M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Idy, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Idy, LLC Cash Balance Plan, Total assets ($B): 0.000413059 · Participants: 2Idy, LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Idy, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Idy, LLC Cash Balance Plan side-by-side with 3 peers →

Idy, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is International Union of Tool Die and Mold Makers Pension Plan in NJ ($414K); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Idy, LLC Cash Balance Plan assets move in 2023? ▼
Idy, LLC Cash Balance Plan surged - up 111.6% during 2023, from $195K to $413K. Reported net income was $218K.
How have Idy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Idy, LLC's sponsor-wide assets grew 61.2%, from $2M to $3M.
Where does Idy, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Idy, LLC Cash Balance Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Idy, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Union of Tool Die and Mold Makers Pension Plan in NJ ($414K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Idy, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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 208448229.

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.