Profit Sharing · DOL Form 5500 · 2024

Iex Group, Inc Profit Sharing Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
193
Participants Below avg headcount
76th
Percentile by assets National rank
$142,331
Avg per participant Near avg balance/head
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Official DOL plan name: Iex Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Iex Group, Inc · New York · Finance & Insurance

$27M in assets, 193 participants

Iex Group, Inc's Iex Group, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 193 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.

  • #5,364 in Finance & Insurance (8,549 peers)

Coverage in New York

Iex Group, Inc. 401(k) Profit Sharing Plan covers 193 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $27M.

#5,364
in Finance & Insurance (8,549 peers)
+24.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Iex Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Iex Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,469,816 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

Iex Group, Inc. 401(k) Profit Sharing 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. Iex Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iex Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Iex Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Iex Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 204 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 800772845 · Iex Group, Inc PY 2024 · Profit Sharing

Iex Group, Inc. 401(k) Profit Sharing Plan · $27M · 193 · 76th

  • SCH $27M
  • SCH 193
  • SCH 76th
  • SCH Profit Sharing
  • SCH near United Association of Journeymen & Apprentice Annuity Trust Fund
  • SCH ind #5364

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 Finance & Insurance retirement plans → · Plans in New York →

Iex Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Radiology Associates of Dothan, P.a. Profit Sharing PlanRadiology Associates of Doth…$28MFarrell Calhoun, Inc. Retirement PlanFarrell Calhoun, Inc. Retire…$28MUnited Association of Journeymen & Apprentice Annuity Trust FundUnited Association of Journe…$28MIex Group, Inc. 401(k) Profit Sharing PlanIex Group, Inc. 401(k) Profi…$27MThe Orthopedic Center of St. Louis 401(k) Profit Sharing PlanThe Orthopedic Center of St.…$27M
End-of-year total assets ($M) among Iex Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN800772845
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iex Group, Inc)

Sponsor-wide plan assets over time

All Iex Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27M 82.1427557886244% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.1M $27.5M ▲ +82.2%
Year Plans Participants Total Assets
2022 1 137 $15M
2023 1 204 $22M
2024 1 193 $27M

Nearby Profit Sharing Plans in New York

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

Iex Group, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Iex Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027469816 · Participants: 193Iex Group, Inc. 401(k) Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Iex Group, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Iex Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Iex Group, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is United Association of Journeymen & Apprentice Annuity Trust Fund in FL ($28M); by covered participants it is Community Hospital Association Inc. 403b Plan in MO (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Iex Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Iex Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.5% during 2024, from $22M to $27M. Reported net income was $5M.
How have Iex Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iex Group, Inc's sponsor-wide assets grew 82.1%, from $15M to $27M.
Where does Iex Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Iex Group, Inc. 401(k) Profit Sharing 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 Profit Sharing plans are similar in size to Iex Group, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is United Association of Journeymen & Apprentice Annuity Trust Fund in FL ($28M, 3,109 participants).
Which Profit Sharing plans cover a similar participant headcount to Iex Group, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Community Hospital Association Inc. 403b Plan in MO (193 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800772845.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.