Profit Sharing · DOL Form 5500 · 2023
Ikea North America Services, LLC Profit Sharing Plan
Data updated 2026-08-25
- $175M
- Total assets Near avg plan size
- 13,448
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $13,017
- Avg per participant Low balance/head
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.
- #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.
- #19,382
- in Professional & Technical Services (20,321 peers)
- +16.5%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
TACK's outsized position by total assets
TACK vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$175,052,444 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
TACK's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. TACK is a mega filing (13,448 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 233005722 · Ikea North America Services, LLC PY 2023 · Profit Sharing
TACK · $175M · 13,448 · 94th
- BOOK $175M
- BOOK 13,448
- BOOK 94th
- BOOK Profit Sharing
- BOOK near Dtts Profit Sharing Plan
- BOOK ind #19382
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 Pennsylvania →
TACK in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Ikea North America Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 33.78858593168278% vs 2022
- 2024 filing year
| 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.
- 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)
TACK's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Dtts Profit Sharing Plan in NY ($175M); by covered participants it is Sentara Healthcare 401(a) Retirement Plan in VA (13,430 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($175M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (13,448 participants); asset peers above are excluded.
- Sentara Healthcare 401(a) Retirement Plan (VA) 13,430 · 18 off
- Mid-Atlantic Regional Council of Carpenters' Annuity Fund (MD) 13,291 · 157 off
- Demoulas (Restated) Profit Sharing Plan & Trust (MA) 12,622 · 826 off
- Henry Ford Health System Retirement Savings Plan (MI) 14,349 · 901 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.