Profit Sharing · DOL Form 5500 · 2024

Iex Group, Inc Profit Sharing Plan

Data updated 2026-08-06

$27M
Total assets: 193
Participants: 76th
Percentile by assets: $142,331
Avg per participant

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.

76th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $27M.

$27M
total plan assets (2024 EOY): 193
covered participants: 76th
percentile by assets (of 116,472 plans): $142,331
avg assets per participant

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 →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Iex Group, Inc. 401(k) Profit Sharing Plan reports 193 participants - about 24% of that state average ($27M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$27M
Net Income	$5M
Employer EIN	800772845
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Iex Group, Inc)

Total plan assets by year, all Iex Group, Inc plans on file

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

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Iex Group, Inc. 401(k) Profit Sharing Pl… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Iex Group, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

United Association of Journeymen & Apprentice Annuity Trust Fund (FL) $28M · 3,109
Farrell Calhoun, Inc. Retirement Plan (TN) $28M · 196
The Orthopedic Center of St. Louis 401(k) Profit Sharing Plan (MO) $27M · 81
Radiology Associates of Dothan, P.a. Profit Sharing Plan (AL) $28M · 16

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 116,472 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).

Next read for Iex Group, Inc. 401(k) Profit Sharing Pl…

Filing takeaways

Ways to act on Iex Group, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Iex Group, Inc. 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Iex Group, Inc's sponsor-wide assets have grown 82.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.