401(k) · DOL Form 5500 · 2023

Idex Corporation 401(k) Plan

Data updated 2026-08-11

$873M
Total assets
4,521
Participants
98th
Percentile by assets
$193,149
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$873M
total plan assets (2023 EOY)
4,521
covered participants
98th
percentile by assets (of 127,072 plans)
$193,149
avg assets per participant

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 →

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Idex Corporation Savings Plan reports 4,521 participants - 5.8x that state average ($873M EOY assets).

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)

$700M$800M$900M$1,000M 202220232024 $737M $962M ▲ +30.5%
Total plan assets by year, all Idex Corporation plans on file
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

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 Sav…Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Idex Corporation Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Idex Corporation Savings Plan by total assets, not by location.

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).

Next read for Idex Corporation Savings Plan

Filing takeaways

Ways to act on Idex Corporation Savings Plan's numbers.