401(k) · DOL Form 5500 · 2023
Ipex USA, LLC. 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 1,127
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $43,820
- Avg per participant Low balance/head
Official DOL plan name: Ipex USA LLC Savings Plan · Sponsored by Ipex USA, LLC. · · Manufacturing
$49M in assets, 1,127 participants
Ipex USA, LLC.'s Ipex USA LLC Savings Plan reported $49M in total assets and 1,127 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #14,768 in Manufacturing (18,722 peers)
Where Ipex USA LLC Savings Plan sits by assets
Ipex USA LLC Savings Plan sits in the top quartile of all filed plans by assets, $49M for 1,127 participants (~$43,820/participant), up 32.7% in 2023.
- #14,768
- in Manufacturing (18,722 peers)
- +32.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Ipex USA LLC Savings Plan's outsized position by total assets
Ipex USA LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,385,624 Top 15% higher than 85% 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
Ipex USA LLC Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ipex USA LLC Savings Plan lands in the large band (1,127 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ipex USA LLC Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Ipex USA LLC Savings Plan reported participants rose from 784 in the plan year 2022 filing to 1,127 in the plan year 2023 filing.
- Ipex USA LLC Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $49M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 510368062 · Ipex USA, LLC. PY 2023 · 401(k)
Ipex USA LLC Savings Plan · $49M · 1,127 · 85th
- EOY $49M
- EOY 1,127
- EOY 85th
- EOY 401(k)
- EOY near Aew, Inc. Retirement Plan
- EOY ind #14768
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 Manufacturing retirement plans →
Ipex USA LLC Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $12M |
| Employer EIN | 510368062 |
| Plan Effective Date | 1994-06-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ipex USA, LLC.)
Sponsor-wide plan assets over time
All Ipex USA, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 70.84657771357334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 784 | $37M |
| 2023 | 1 | 1,127 | $49M |
| 2024 | 1 | 1,455 | $64M |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.4B · 24,720
- Transcanada 401(k) and Savings Plan $996M · 3,116
- Four Seasons Hotels Retirement Benefit Plan $863M · 15,652
- Transocean U.S. Savings Plan $747M · 2,090
- Domtar US Salaried 401(k) Plan $620M · 1,608
Ipex USA LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is Aew, Inc. Retirement Plan in MI ($49M); by covered participants it is Efsc Incentive Savings Plan in MO (1,127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Aew, Inc. Retirement Plan (MI) $49M · 136
- Cajun Industries Holdings, LLC 401(k) Plan (LA) $49M · 1,272
- Industrial Dielectrics, Inc. 401(k) Profit Sharing and Savings Plan (IN) $49M · 238
- Nextdoor, Inc. 401(k) Plan (CA) $49M · 618
Similar participant headcount
Nearest other-state filings by covered participants (1,127 participants); asset peers above are excluded.
- Efsc Incentive Savings Plan (MO) 1,127 · 0 off
- Crest Industries, LLC & Affiliated Companies Profit Sharing 401(k) Plan and Trust (LA) 1,127 · 0 off
- Spencer Stuart Retirement Benefits Plan (IL) 1,127 · 0 off
- Scientific Games, LLC 401(k) Plan (GA) 1,126 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.