Profit Sharing · DOL Form 5500 · 2023
Iex Group, Inc Profit Sharing Plan
Data updated 2026-08-11
- $22M
- Total assets
- 204
- Participants
- 74th
- Percentile by assets
- $108,173
- Avg per participant
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.
- 74th percentile by assets (of 127,072 plans)
- #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.
- $22M
- total plan assets (2023 EOY)
- 204
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $108,173
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Iex Group, Inc. 401(k) Profit Sharing Plan reports 204 participants - about 26% of that state average ($22M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $7M |
| Employer EIN | 800772845 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iex Group, Inc)
| 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
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Iex Group, Inc. 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Iex Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
How have Iex Group, Inc plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Iex Group, Inc. 401(k) Profit Sharing Plan? ▼
Next read for Iex Group, Inc. 401(k) Profit Sharing Pl…
Filing takeaways
Ways to act on Iex Group, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Iex Group, Inc. 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Iex Group, Inc's sponsor-wide assets have grown 82.1% since 2022 across 3 plan years on file. More Finance & Insurance plans