Other · DOL Form 5500 · 2024

IDEASTREAM Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
135
Participants Small participant base
76th
Percentile by assets National rank
$209,525
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ideastream Defined Contribution Retirement Plan · Sponsored by IDEASTREAM · Ohio · Information & Media

$28M in assets, 135 participants

IDEASTREAM's Ideastream Defined Contribution Retirement Plan reported $28M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #1,919 in Information & Media (2,822 peers)

Coverage in Ohio

Ideastream Defined Contribution Retirement Plan covers 135 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

#1,919
in Information & Media (2,822 peers)
+7.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ideastream Defined Contribution Retirement Plan's outsized position by total assets

Ideastream Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,285,871 Top 24% higher than 76% of 123,620 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 2024

Ideastream Defined Contribution Retirement 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. Ideastream Defined Contribution Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ideastream Defined Contribution Retirement Plan reported participants rose from 108 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • Ideastream Defined Contribution Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Ideastream Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341943865 · IDEASTREAM PY 2024 · Other

Ideastream Defined Contribution Retirement Plan · $28M · 135 · 76th

  • PART $28M
  • TYPE 135
  • NET 76th
  • BOOK Other
  • VS-ST near St. Hilda's and St. Hugh's School 403(b)Plan
  • BOY ind #1919

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 Information & Media retirement plans → · Plans in Ohio →

Ideastream Defined Contribution Retirement Plan in the asset neighbourhood

Wayside Youth & Family Support Network, Inc. 403(b) PlanWayside Youth & Family Suppo…$28MIdeastream Defined Contribution Retirement PlanIdeastream Defined Contribut…$28MSt. Hilda's and St. Hugh's School 403(b)PlanSt. Hilda's and St. Hugh's S…$28MCorus International Inc. 403b PlanCorus International Inc. 403…$28MRobert F. Kennedy Community Alliance 403(b) PlanRobert F. Kennedy Community …$28M
End-of-year total assets ($M) among Ideastream Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN341943865
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IDEASTREAM)

Sponsor-wide plan assets over time

All IDEASTREAM plans reported in each filing year

Latest sponsor-wide plan assets
$28M 16.853358446357987% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.2M $28.3M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 118 $24M
2023 1 108 $26M
2024 1 135 $28M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Ideastream Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ideastream Defined Contribution Retirement Plan, Total assets ($B): 0.028285871 · Participants: 135Ideastream Defined Contribution Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
Ideastream Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Ideastream Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is St. Hilda's and St. Hugh's School 403(b)Plan in NY ($28M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ideastream Defined Contribution Retirement Plan assets move in 2024?
Ideastream Defined Contribution Retirement Plan grew at a solid clip - up 7.5% during 2024, from $26M to $28M. Reported net income was $2M.
How have IDEASTREAM plan assets changed over time?
Across 3 plan years on file (2022-2024), IDEASTREAM's sponsor-wide assets grew 16.9%, from $24M to $28M.
Where does Ideastream Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Ideastream Defined Contribution Retirement Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ideastream Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is St. Hilda's and St. Hugh's School 403(b)Plan in NY ($28M, 55 participants).
Which Other plans cover a similar participant headcount to Ideastream Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants, $36M in assets).