Profit Sharing · DOL Form 5500 · 2023
Ikea North America Services, LLC Profit Sharing Plan
Data updated 2026-08-11
- $175M
- Total assets
- 13,448
- Participants
- 94th
- Percentile by assets
- $13,017
- Avg per participant
Official DOL plan name: TACK · Sponsored by Ikea North America Services, LLC · Pennsylvania · Professional & Technical Services
$175M in assets, 13,448 participants
Ikea North America Services, LLC's TACK reported $175M in total assets and 13,448 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #19,382 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
TACK covers 13,448 participants in Pennsylvania, 16x the typical Pennsylvania plan (state average ~822 per filing). Assets: $175M.
- $175M
- total plan assets (2023 EOY)
- 13,448
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $13,017
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- TACK end-of-year assets rose from $150M in the plan year 2022 filing to $175M in the plan year 2023 filing.
- TACK reported net income fell from $26M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- TACK reported participants rose from 13,008 in the plan year 2022 filing to 13,448 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. TACK reports 13,448 participants - 16x that state average ($175M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $25M |
| Employer EIN | 233005722 |
| Plan Effective Date | 2013-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ikea North America Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 27,750 | $803M |
| 2023 | 2 | 30,095 | $979M |
| 2024 | 2 | 28,357 | $1.1B |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
TACK vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Scale composition for TACK
TACK reports $175M in end-of-year assets across 13,448 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $13,017 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $25M.
This plan identity (EIN 233005722, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 13,008 to 13,289 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,008 | $150M | Open filing |
| 2023 | 13,448 | $175M | This page |
| 2024 | 13,289 | N/A | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ikea Retirement and Savings Plan (401(k), $1.1B, 15,068 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to TACK by total assets, not by location.
- Dtts Profit Sharing Plan (NY) $175M · 123
- Holzer Health System 401a Profit Sharing Plan (OH) $175M · 1,779
- Bricklayers of Indiana Retirement Plan (IN) $176M · 971
- White Castle Profit Sharing Plan (OH) $174M · 4,284
Frequently Asked Questions
How did TACK assets move in 2023? ▼
How have Ikea North America Services, LLC plan assets changed over time? ▼
Where does TACK rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to TACK? ▼
Next read for TACK
Filing takeaways
Ways to act on TACK's numbers.
- By total assets, TACK ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Ikea North America Services, LLC's sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans