Profit Sharing · DOL Form 5500 · 2023

Iex Group, Inc Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
204
Participants Below avg headcount
74th
Percentile by assets National rank
$108,173
Avg per participant Below avg balance/head
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Official DOL plan name: Iex Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Iex Group, Inc · New York · Finance & Insurance

$22M in assets, 204 participants

Iex Group, Inc's Iex Group, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,455 in Finance & Insurance (8,869 peers)

Coverage in New York

Iex Group, Inc. 401(k) Profit Sharing Plan covers 204 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $22M.

#5,455
in Finance & Insurance (8,869 peers)
+46.3%
assets growth YoY

Iex Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Iex Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,067,226 Top 26% higher than 74% 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

Iex Group, Inc. 401(k) Profit Sharing 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. Iex Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iex Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$78K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Iex Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 137 in the plan year 2022 filing to 204 in the plan year 2023 filing.
  • Iex Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800772845 · Iex Group, Inc PY 2023 · Profit Sharing

Iex Group, Inc. 401(k) Profit Sharing Plan · $22M · 204 · 74th

  • ASSETS $22M
  • ASSETS 204
  • ASSETS 74th
  • ASSETS Profit Sharing
  • ASSETS near Delta Diversified Enterprises, Inc. Profit-Sharing Plan and Trust
  • ASSETS ind #5455

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 Finance & Insurance retirement plans → · Plans in New York →

Iex Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Melmark, Inc. Retirement Plan$22MIex Group, Inc. 401(k) Profit Sharing PlanIex Group, Inc. 401(k) Profi…$22MDelta Diversified Enterprises, Inc. Profit-Sharing Plan and TrustDelta Diversified Enterprise…$22MSuperfeet Worldwide, Inc. Profit Sharing Plan and TrustSuperfeet Worldwide, Inc. Pr…$22MMeeting Street Retirement PlanMeeting Street Retirement Pl…$22M
End-of-year total assets ($M) among Iex Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$22M
Net Income$7M
Employer EIN800772845
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iex Group, Inc)

Sponsor-wide plan assets over time

All Iex Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27M 82.1427557886244% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.1M $27.5M ▲ +82.2%
Year Plans Participants Total Assets
2022 1 137 $15M
2023 1 204 $22M
2024 1 193 $27M

Nearby Profit Sharing Plans in New York

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

Iex Group, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Iex Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.022067226 · Participants: 204Iex Group, Inc. 401(k) Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Iex Group, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Iex Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Iex Group, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Delta Diversified Enterprises, Inc. Profit-Sharing Plan and Trust in AZ ($22M); by covered participants it is San Jorge Children's Hospital Retirement Plan in PR (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Iex Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Iex Group, Inc. 401(k) Profit Sharing Plan surged - up 46.3% during 2023, from $15M to $22M. Reported net income was $7M.
How have Iex Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iex Group, Inc's sponsor-wide assets grew 82.1%, from $15M to $27M.
Which Profit Sharing plans are similar in size to Iex Group, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Delta Diversified Enterprises, Inc. Profit-Sharing Plan and Trust in AZ ($22M, 291 participants).
Which Profit Sharing plans cover a similar participant headcount to Iex Group, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is San Jorge Children's Hospital Retirement Plan in PR (204 participants, $6M 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 800772845.

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.