401(k) · DOL Form 5500 · 2024
Idex Corporation 401(k) Plan
Data updated 2026-08-25
- $962M
- Total assets Above avg plan size
- 4,277
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $224,975
- Avg per participant Above avg balance/head
Official DOL plan name: Idex Corporation Savings Plan · Sponsored by Idex Corporation · Illinois · Manufacturing
$962M in assets, 4,277 participants
Idex Corporation's Idex Corporation Savings Plan reported $962M in total assets and 4,277 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,292 in Manufacturing (17,777 peers)
Coverage in Illinois
Idex Corporation Savings Plan covers 4,277 participants in Illinois, 5.5x the typical Illinois plan (state average ~779 per filing). Assets: $962M.
- #17,292
- in Manufacturing (17,777 peers)
- +10.2%
- assets growth YoY
- 9.7×
- vs typical plan assets (national mean)
Idex Corporation Savings Plan's outsized position by total assets
Idex Corporation Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$962,220,199 Top 2% higher than 98% 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
Idex Corporation Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Idex Corporation Savings Plan lands in the large band (4,277 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Idex Corporation Savings Plan reported net income fell from $125M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Idex Corporation Savings Plan end-of-year assets rose from $873M in the plan year 2023 filing to $962M in the plan year 2024 filing.
- Idex Corporation Savings Plan reported participants fell from 4,521 in the plan year 2023 filing to 4,277 in the plan year 2024 filing.
DOL schedule card
Filing strip 363555336 · Idex Corporation PY 2024 · 401(k)
Idex Corporation Savings Plan · $962M · 4,277 · 98th
- TYPE $962M
- NET 4,277
- BOOK 98th
- VS-ST 401(k)
- BOY near Scripps Clinic Medical Group, Inc. Retirement Savings Plan
- SCH ind #17292
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 Manufacturing retirement plans → · Plans in Illinois →
Idex Corporation Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $873M |
|---|---|
| Net Assets (End of Year) | $962M |
| Net Income | $89M |
| Employer EIN | 363555336 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Idex Corporation)
Sponsor-wide plan assets over time
All Idex Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $962M 30.528471161132607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,021 | $737M |
| 2023 | 1 | 4,521 | $873M |
| 2024 | 1 | 4,277 | $962M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Idex Corporation Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA ($962M); by covered participants it is Sheet Metal Local 10 Supplemental Retirement Fund in MN (4,277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($962M here).
- Scripps Clinic Medical Group, Inc. Retirement Savings Plan (CA) $962M · 1,059
- Frontier Airlines, Inc. 401(k) Retirement Plan (CO) $962M · 7,242
- The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan (GA) $962M · 13,807
- Travel + Leisure Co. Employee Savings Plan (FL) $963M · 14,490
Similar participant headcount
Nearest other-state filings by covered participants (4,277 participants); asset peers above are excluded.
- Sheet Metal Local 10 Supplemental Retirement Fund (MN) 4,277 · 0 off
- Equinix, Inc. 401(k) Plan (CA) 4,278 · 1 off
- Great Lakes Cheese Co., Inc. 401(k) Plan and Trust (OH) 4,275 · 2 off
- Terex Corporation and Affiliates 401(k) Retirement Savings Plan (CT) 4,280 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.