401(k) · DOL Form 5500 · 2024
Ipsoft Incorporated 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 356
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $205,618
- Avg per participant Above avg balance/head
Official DOL plan name: Ipsoft Incorporated 401(k) Plan · Sponsored by Ipsoft Incorporated · New York · Professional & Technical Services
$73M in assets, 356 participants
Ipsoft Incorporated's Ipsoft Incorporated 401(k) Plan reported $73M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #17,961 in Professional & Technical Services (20,173 peers)
Coverage in New York
Ipsoft Incorporated 401(k) Plan covers 356 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $73M.
- #17,961
- in Professional & Technical Services (20,173 peers)
- +12.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Ipsoft Incorporated 401(k) Plan's outsized position by total assets
Ipsoft Incorporated 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,200,058 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ipsoft Incorporated 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ipsoft Incorporated 401(k) Plan sits mid-pack in the medium band (356 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ipsoft Incorporated 401(k) Plan reported participants rose from 308 in the plan year 2023 filing to 356 in the plan year 2024 filing.
- Ipsoft Incorporated 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Ipsoft Incorporated 401(k) Plan end-of-year assets rose from $69M in the plan year 2023 filing to $73M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 134040385 · Ipsoft Incorporated PY 2024 · 401(k)
Ipsoft Incorporated 401(k) Plan · $73M · 356 · 88th
- TYPE $73M
- NET 356
- BOOK 88th
- VS-ST 401(k)
- BOY near IBEW Local Union No. 60 401(k) Plan
- SCH ind #17961
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 New York →
Ipsoft Incorporated 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $8M |
| Employer EIN | 134040385 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ipsoft Incorporated)
Sponsor-wide plan assets over time
All Ipsoft Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $137M 128.19706560385328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $60M |
| 2023 | 1 | 308 | $69M |
| 2024 | 2 | 554 | $137M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Ipsoft Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is IBEW Local Union No. 60 401(k) Plan in NM ($73M); by covered participants it is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- IBEW Local Union No. 60 401(k) Plan (NM) $73M · 3,277
- The New York Blower Company Profit Sharing Plan and Trust (IL) $73M · 653
- Builders Mutual Insurance Company 401(k) Retirement Plan (NC) $73M · 438
- Abc Technologies 401(k) Plan (MI) $73M · 2,560
Similar participant headcount
Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.
- Rubicon Global Holdings, LLC 401(k) Plan (GA) 356 · 0 off
- Lake Shore Systems, Inc. 401(k) Plan (WI) 356 · 0 off
- 403(b) Thrift Plan for Employees of Enmrsh, Inc. (NM) 356 · 0 off
- Voss Auto Network 401(k) Retirement Plan (OH) 356 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.