401(k) · DOL Form 5500 · 2023
Ikea North America Services, LLC 401(k) Plan
Data updated 2026-08-11
- $804M
- Total assets
- 16,647
- Participants
- 98th
- Percentile by assets
- $48,289
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $804M
- total plan assets (2023 EOY)
- 16,647
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $48,289
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Ikea Retirement and Savings Plan reports 16,647 participants - 20x that state average ($804M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $653M |
|---|---|
| Net Assets (End of Year) | $804M |
| Net Income | $151M |
| Employer EIN | 233005722 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ikea North America Services, LLC)
| 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
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
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 (401(k), $1.1B, 15,068 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ikea Retirement and Savings Plan by total assets, not by location.
- Entegris, Inc. 401(k) Savings & Profit Sharing Plan (MA) $804M · 3,930
- Thryv Savings Plan (TX) $804M · 2,070
- Scripps Retirement and Investment Plan (OH) $804M · 5,529
- Dish Network Corporation 401(k) Plan (CO) $806M · 13,820
Frequently Asked Questions
How did Ikea Retirement and Savings Plan assets move in 2023? ▼
How have Ikea North America Services, LLC plan assets changed over time? ▼
Where does Ikea Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ikea Retirement and Savings Plan? ▼
Next read for Ikea Retirement and Savings Plan
Filing takeaways
Ways to act on Ikea Retirement and Savings Plan's numbers.
- By total assets, Ikea Retirement and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Ikea North America Services, LLC's sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Retail Trade plans