401(k) · DOL Form 5500 · 2023

Idealease, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 134
Participants Small participant base: 73rd
Percentile by assets National rank: $155,374
Avg per participant Above avg balance/head

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Official DOL plan name: Idealease Inc. 401(k) Plan · Sponsored by Idealease, Inc. · Illinois · Real Estate

$21M in assets, 134 participants

Idealease, Inc.'s Idealease Inc. 401(k) Plan reported $21M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#4,132 in Real Estate (4,727 peers)

Coverage in Illinois

Idealease Inc. 401(k) Plan covers 134 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $21M.

#4,132
in Real Estate (4,727 peers): +25.6%
assets growth YoY

Idealease Inc. 401(k) Plan's outsized position by total assets

Idealease Inc. 401(k) Plan vs every filed plan by assets

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

$20,820,119 Top 27% higher than 73% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Idealease Inc. 401(k) 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. Idealease Inc. 401(k) Plan sits mid-pack in the medium band (134 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Idealease Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Idealease Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Idealease Inc. 401(k) Plan reported participants fell from 140 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363779757 · Idealease, Inc. PY 2023 · 401(k)

Idealease Inc. 401(k) Plan · $21M · 134 · 73rd

IND $21M
EOY 134
5500 73rd
ASSETS 401(k)
PCT near Kellermeyer Bergensons Services Savings & Protection Plan
EIN ind #4132

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 Real Estate retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Idealease Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$21M
Net Income	$4M
Employer EIN	363779757
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Idealease, Inc.)

Latest sponsor-wide plan assets: $24M 45.763915883321324% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	140	$17M
2023	1	134	$21M
2024	1	143	$24M

Nearby 401(k) Plans in Illinois

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

Idealease Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Idealease Inc. 401(k) Plan side-by-side with 3 peers →

Idealease Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kellermeyer Bergensons Services Savings & Protection Plan in CA ($21M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Kellermeyer Bergensons Services Savings & Protection Plan (CA) $21M · 26,521
St. Mary's Bank 401(k) Plan (NH) $21M · 270
The Sullivan University System, Inc. 401(k) Plan (KY) $21M · 356
365 Retail Markets, LLC 401 (K) Plan (MI) $21M · 531

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Reed Oil Company 401(k) Profit Sharing Plan (PA) 134 · 0 off
Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust (NY) 134 · 0 off
Dennison Lubricants 401(k) Plan (MA) 134 · 0 off
All American Ford, Inc. 401(k) Profit Sharing Plan (NJ) 134 · 0 off

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 Idealease Inc. 401(k) Plan assets move in 2023? ▼

Idealease Inc. 401(k) Plan grew sharply - up 25.6% during 2023, from $17M to $21M. Reported net income was $4M.

How have Idealease, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Idealease, Inc.'s sponsor-wide assets grew 45.8%, from $17M to $24M.

Which 401(k) plans are similar in size to Idealease Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kellermeyer Bergensons Services Savings & Protection Plan in CA ($21M, 26,521 participants).

Which 401(k) plans cover a similar participant headcount to Idealease Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 363779757.