401(k) · DOL Form 5500 · 2023

Ideal Impact, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
38th
Percentile by assets National rank
$32,955
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ideal Impact, Inc. 401(k) Plan · Sponsored by Ideal Impact, Inc. · Texas · Professional & Technical Services

$4M in assets, 108 participants

Ideal Impact, Inc.'s Ideal Impact, Inc. 401(k) Plan reported $4M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,202 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Ideal Impact, Inc. 401(k) Plan covers 108 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#7,202
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY

Ideal Impact, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ideal Impact, Inc. 401(k) Plan vs every filed plan by assets

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

$3,559,096 38th percentile higher than 38% 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

Ideal Impact, Inc. 401(k) 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. Ideal Impact, Inc. 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ideal Impact, Inc. 401(k) Plan reported net income rose from -$384K in the plan year 2022 filing to $668K in the plan year 2023 filing.
  • Ideal Impact, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ideal Impact, Inc. 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264313362 · Ideal Impact, Inc. PY 2023 · 401(k)

Ideal Impact, Inc. 401(k) Plan · $4M · 108 · 38th

  • EBSA $4M
  • PART 108
  • TYPE 38th
  • NET 401(k)
  • BOOK near Zunis Capital Management, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #7202

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 Professional & Technical Services retirement plans → · Plans in Texas →

Ideal Impact, Inc. 401(k) Plan in the asset neighbourhood

Ideal Impact, Inc. 401(k) PlanIdeal Impact, Inc. 401(k) Pl…$4MZunis Capital Management, Inc. 401(k) Profit Sharing PlanZunis Capital Management, In…$4MArizona Center for Implant, Facial and Oral Surgery, PC Profit Sharing Plan and TrustArizona Center for Implant, …$4MMashburn 401(k) Plan$4MBuy Sod USA, LLC 401(k) Plan$4M
End-of-year total assets ($M) among Ideal Impact, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$668K
Employer EIN264313362
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ideal Impact, Inc.)

Sponsor-wide plan assets over time

All Ideal Impact, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.49356812875389% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.89M $4.17M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 108 $4M
2024 1 110 $4M

Nearby 401(k) Plans in Texas

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

Ideal Impact, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ideal Impact, Inc. 401(k) Plan, Total assets ($B): 0.003559096 · Participants: 108Ideal Impact, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ideal Impact, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ideal Impact, Inc. 401(k) Plan side-by-side with 3 peers →

Ideal Impact, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Zunis Capital Management, Inc. 401(k) Profit Sharing Plan in OK ($4M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Ideal Impact, Inc. 401(k) Plan assets move in 2023? ▼
Ideal Impact, Inc. 401(k) Plan grew sharply - up 23.4% during 2023, from $3M to $4M. Reported net income was $668K.
How have Ideal Impact, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ideal Impact, Inc.'s sponsor-wide assets grew 44.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Ideal Impact, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zunis Capital Management, Inc. 401(k) Profit Sharing Plan in OK ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Ideal Impact, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 264313362.

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.