401(k) · DOL Form 5500 · 2023

Idex Corporation 401(k) Plan

Data updated 2026-08-25

$873M
Total assets Above avg plan size
4,521
Participants Above avg headcount
98th
Percentile by assets National rank
$193,149
Avg per participant Above avg balance/head
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Official DOL plan name: Idex Corporation Savings Plan · Sponsored by Idex Corporation · Illinois · Manufacturing

$873M in assets, 4,521 participants

Idex Corporation's Idex Corporation Savings Plan reported $873M in total assets and 4,521 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.

  • #18,207 in Manufacturing (18,722 peers)

Coverage in Illinois

Idex Corporation Savings Plan covers 4,521 participants in Illinois, 5.8x the typical Illinois plan (state average ~779 per filing). Assets: $873M.

#18,207
in Manufacturing (18,722 peers)
+18.5%
assets growth YoY
8.8×
vs typical plan assets (national mean)

Idex Corporation Savings Plan's outsized position by total assets

Idex Corporation Savings Plan vs every filed plan by assets

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

$873,227,681 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

Idex Corporation 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. Idex Corporation Savings Plan lands in the large band (4,521 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Idex Corporation Savings Plan reported net income rose from -$159M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Idex Corporation Savings Plan end-of-year assets rose from $737M in the plan year 2022 filing to $873M in the plan year 2023 filing.
  • Idex Corporation Savings Plan reported participants rose from 4,021 in the plan year 2022 filing to 4,521 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363555336 · Idex Corporation PY 2023 · 401(k)

Idex Corporation Savings Plan · $873M · 4,521 · 98th

  • EIN $873M
  • EIN 4,521
  • EIN 98th
  • EIN 401(k)
  • EIN near Plumbers Local Union No. 1 Employee 401(k) Savings Plan
  • EIN ind #18207

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 → · Plans in Illinois →

Idex Corporation Savings Plan in the asset neighbourhood

Idex Corporation Savings Plan$873MPlumbers Local Union No. 1 Employee 401(k) Savings PlanPlumbers Local Union No. 1 E…$873MRoss Stores, Inc. 401(k) Savings PlanRoss Stores, Inc. 401(k) Sav…$873MCovanta Energy Savings Plan$872MAflac Incorporated 401(k) Savings and Profit Sharing PlanAflac Incorporated 401(k) Sa…$871M
End-of-year total assets ($M) among Idex Corporation Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$737M
Net Assets (End of Year)$873M
Net Income$125M
Employer EIN363555336
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Idex Corporation)

Sponsor-wide plan assets over time

All Idex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$962M 30.528471161132607% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $737M $962M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 4,021 $737M
2023 1 4,521 $873M
2024 1 4,277 $962M

Nearby 401(k) Plans in Illinois

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

Idex Corporation Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 05101520 Total assets ($B) Participants Idex Corporation Savings Plan, Total assets ($B): 0.873227681 · Participants: 4521Idex Corporation Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Idex Corporation Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Idex Corporation Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Plumbers Local Union No. 1 Employee 401(k) Savings Plan in NY ($873M); by covered participants it is Sanmina Corporation 401(k) Plan in CA (4,522 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($873M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,521 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 Idex Corporation Savings Plan assets move in 2023? ▼
Idex Corporation Savings Plan grew sharply - up 18.5% during 2023, from $737M to $873M. Reported net income was $125M.
How have Idex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Idex Corporation's sponsor-wide assets grew 30.5%, from $737M to $962M.
Where does Idex Corporation Savings Plan rank by assets among Form 5500 filers? ▼
Idex Corporation 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 Idex Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers Local Union No. 1 Employee 401(k) Savings Plan in NY ($873M, 4,724 participants).
Which 401(k) plans cover a similar participant headcount to Idex Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanmina Corporation 401(k) Plan in CA (4,522 participants, $538M 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 363555336.

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.