401(k)
2023 plan-year 401(k) DOL Form 5500

INTER IKEA TACK PROGRAM

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IKEA PURCHASING SERVICES (US), INC.

This 401(k) plan holds $3M in total assets and serves 197 participants as of 2023. It is sponsored by IKEA PURCHASING SERVICES (US), INC. in Pennsylvania. The plan reported positive net income of $368K for the year.

Total Assets (2023)
$3M
Participants
197
State
Industry
Professional & Technical Services

What the Filing Says About INTER IKEA TACK PROGRAM

INTER IKEA TACK PROGRAM is a 401(k) retirement plan sponsored by IKEA PURCHASING SERVICES (US), INC., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 197 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 232486935, and the plan has been effective since 2016-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $3M at year-end — a gain of 16.5%. Net assets (after liabilities) closed the year at $3M, with reported net income of $368K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$368K
Plan Type401(k)
Employer EIN232486935
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IKEA PURCHASING SERVICES (US), INC.)

Year Plans Participants Total Assets
2022 2 410 $31M
2023 2 414 $38M
2024 1 210 $42M

Nearby 401(k) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the INTER IKEA TACK PROGRAM?
As of the 2023 Form 5500 filing, INTER IKEA TACK PROGRAM holds $3M in total assets with 197 participants. It is sponsored by IKEA PURCHASING SERVICES (US), INC..
What type of plan is INTER IKEA TACK PROGRAM?
INTER IKEA TACK PROGRAM is a 401(k) plan. It has been effective since 2016-09-01. The plan is filed with the U.S. Department of Labor under EIN 232486935.
Who sponsors the INTER IKEA TACK PROGRAM?
INTER IKEA TACK PROGRAM is sponsored by IKEA PURCHASING SERVICES (US), INC., located in Pennsylvania. The sponsor's EIN is 232486935 and the plan operates in the Professional & Technical Services industry.
How did INTER IKEA TACK PROGRAM perform in 2023?
INTER IKEA TACK PROGRAM grew by 16.5% during 2023, moving from $2M to $3M in total assets. Net income was $368K.
Where can I find official filings for INTER IKEA TACK PROGRAM?
Official Form 5500 filings for INTER IKEA TACK PROGRAM are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232486935 or plan name at efast.dol.gov.
How does INTER IKEA TACK PROGRAM compare to other plans?
You can compare INTER IKEA TACK PROGRAM against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232486935.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.