401(k) · DOL Form 5500 · 2023

Ikea North America Services, LLC 401(k) Plan

Data updated 2026-08-25

$804M
Total assets Above avg plan size
16,647
Participants Very large workforce
98th
Percentile by assets National rank
$48,289
Avg per participant Low balance/head
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Official DOL plan name: Ikea Retirement and Savings Plan · Sponsored by Ikea North America Services, LLC · Pennsylvania · Retail Trade

$804M in assets, 16,647 participants

Ikea North America Services, LLC's Ikea Retirement and Savings Plan reported $804M in total assets and 16,647 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,318 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Ikea Retirement and Savings Plan covers 16,647 participants in Pennsylvania, 20x the typical Pennsylvania plan (state average ~822 per filing). Assets: $804M.

#8,318
in Retail Trade (8,414 peers)
+23.1%
assets growth YoY
8.1×
vs typical plan assets (national mean)

Ikea Retirement and Savings Plan's outsized position by total assets

Ikea Retirement and Savings Plan vs every filed plan by assets

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

$803,868,909 Top 2% higher than 98% 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

Ikea Retirement and Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ikea Retirement and Savings Plan is a mega filing (16,647 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ikea Retirement and Savings Plan reported net income rose from -$116M in the plan year 2022 filing to $151M in the plan year 2023 filing.
  • Ikea Retirement and Savings Plan end-of-year assets rose from $653M in the plan year 2022 filing to $804M in the plan year 2023 filing.
  • Ikea Retirement and Savings Plan reported participants rose from 14,742 in the plan year 2022 filing to 16,647 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 233005722 · Ikea North America Services, LLC PY 2023 · 401(k)

Ikea Retirement and Savings Plan · $804M · 16,647 · 98th

  • SCH $804M
  • SCH 16,647
  • SCH 98th
  • SCH 401(k)
  • SCH near Entegris, Inc. 401(k) Savings & Profit Sharing Plan
  • SCH ind #8318

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Ikea Retirement and Savings Plan in the asset neighbourhood

Dish Network Corporation 401(k) PlanDish Network Corporation 401…$806MScripps Retirement and Investment PlanScripps Retirement and Inves…$804MThryv Savings Plan$804MEntegris, Inc. 401(k) Savings & Profit Sharing PlanEntegris, Inc. 401(k) Saving…$804MIkea Retirement and Savings PlanIkea Retirement and Savings …$804M
End-of-year total assets ($M) among Ikea Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$653M
Net Assets (End of Year)$804M
Net Income$151M
Employer EIN233005722
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ikea North America Services, LLC)

Sponsor-wide plan assets over time

All Ikea North America Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 33.78858593168278% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.8B $1.07B ▲ +33.8%
Year Plans Participants Total Assets
2022 2 27,750 $803M
2023 2 30,095 $979M
2024 2 28,357 $1.1B

Nearby 401(k) Plans in Pennsylvania

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

Ikea Retirement and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -505101520 Total assets ($B) Participants Ikea Retirement and Savings Plan, Total assets ($B): 0.803868909 · Participants: 16647Ikea Retirement and Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Ikea Retirement and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ikea Retirement and Savings Plan side-by-side with 3 peers →

Scale composition for Ikea Retirement and Savings Plan

Ikea Retirement and Savings Plan reports $804M in end-of-year assets across 16,647 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $48,289 per participant (35% of the national average assets-per-participant) . Net income for plan year 2023 was $151M.

This plan identity (EIN 233005722, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $653M to $1.1B (+64.6%) while covered participants moved from 14,742 to 15,068 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,742 $653M Open filing
2023 16,647 $804M This page
2024 · index core 15,068 $1.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Ikea Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Entegris, Inc. 401(k) Savings & Profit Sharing Plan in MA ($804M); by covered participants it is Precision Castparts Corp. 401(k) Retirement Savings Plan in OR (16,687 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($804M here).

Similar participant headcount

Nearest other-state filings by covered participants (16,647 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 Ikea Retirement and Savings Plan assets move in 2023? ▼
Ikea Retirement and Savings Plan grew sharply - up 23.1% during 2023, from $653M to $804M. Reported net income was $151M.
How have Ikea North America Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ikea North America Services, LLC's sponsor-wide assets grew 33.8%, from $803M to $1.1B.
Where does Ikea Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Ikea Retirement and Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ikea Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Entegris, Inc. 401(k) Savings & Profit Sharing Plan in MA ($804M, 3,930 participants).
Which 401(k) plans cover a similar participant headcount to Ikea Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Castparts Corp. 401(k) Retirement Savings Plan in OR (16,687 participants, $2.2B 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 233005722.

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.