Other · DOL Form 5500 · 2023

IDEASTREAM Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
108
Participants Small participant base
77th
Percentile by assets National rank
$243,608
Avg per participant Above avg balance/head
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Official DOL plan name: Ideastream Defined Contribution Retirement Plan · Sponsored by IDEASTREAM · Ohio · Information & Media

$26M in assets, 108 participants

IDEASTREAM's Ideastream Defined Contribution Retirement Plan reported $26M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #1,931 in Information & Media (2,818 peers)

Coverage in Ohio

Ideastream Defined Contribution Retirement Plan covers 108 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $26M.

#1,931
in Information & Media (2,818 peers)
+8.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ideastream Defined Contribution Retirement Plan's outsized position by total assets

Ideastream Defined Contribution Retirement Plan vs every filed plan by assets

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

$26,309,633 Top 23% higher than 77% 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

Ideastream Defined Contribution Retirement Plan 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. Ideastream Defined Contribution Retirement Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ideastream Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ideastream Defined Contribution Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Ideastream Defined Contribution Retirement Plan reported participants fell from 118 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341943865 · IDEASTREAM PY 2023 · Other

Ideastream Defined Contribution Retirement Plan · $26M · 108 · 77th

  • PHOTO $26M
  • PHOTO 108
  • PHOTO 77th
  • PHOTO Other
  • PHOTO near Albany Area Primary Healthcare, Inc. 403(b) Plan
  • PHOTO ind #1931

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 Information & Media retirement plans → · Plans in Ohio →

Ideastream Defined Contribution Retirement Plan in the asset neighbourhood

Allendale Association Retirement Savings PlanAllendale Association Retire…$26MIowa Ironworkers Heavy Highway Defined Contribution PlanIowa Ironworkers Heavy Highw…$26MIdeastream Defined Contribution Retirement PlanIdeastream Defined Contribut…$26MAlbany Area Primary Healthcare, Inc. 403(b) PlanAlbany Area Primary Healthca…$26MWoodwell Climate Research Center, Inc. DC Retirement PlanWoodwell Climate Research Ce…$26M
End-of-year total assets ($M) among Ideastream Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN341943865
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IDEASTREAM)

Sponsor-wide plan assets over time

All IDEASTREAM plans reported in each filing year

Latest sponsor-wide plan assets
$28M 16.853358446357987% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.2M $28.3M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 118 $24M
2023 1 108 $26M
2024 1 135 $28M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Ideastream Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ideastream Defined Contribution Retirement Plan, Total assets ($B): 0.026309633 · Participants: 108Ideastream Defined Contribution Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Ideastream Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Ideastream Defined Contribution Retirement Plan side-by-side with 3 peers →

Ideastream Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Albany Area Primary Healthcare, Inc. 403(b) Plan in GA ($26M); by covered participants it is Buffalo Bill Historical Center Tda in WY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Ideastream Defined Contribution Retirement Plan assets move in 2023? ▼
Ideastream Defined Contribution Retirement Plan grew at a solid clip - up 8.7% during 2023, from $24M to $26M. Reported net income was $2M.
How have IDEASTREAM plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IDEASTREAM's sponsor-wide assets grew 16.9%, from $24M to $28M.
Where does Ideastream Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Ideastream Defined Contribution Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ideastream Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Albany Area Primary Healthcare, Inc. 403(b) Plan in GA ($26M, 441 participants).
Which Other plans cover a similar participant headcount to Ideastream Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Buffalo Bill Historical Center Tda in WY (108 participants, $4M 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 341943865.

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.