401(k) · DOL Form 5500 · 2024
Ikea North America Services, LLC 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 15,068
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $71,322
- Avg per participant Below avg balance/head
Official DOL plan name: Ikea Retirement and Savings Plan · Sponsored by Ikea North America Services, LLC · Pennsylvania · Retail Trade
$1.1B in assets, 15,068 participants
Ikea North America Services, LLC's Ikea Retirement and Savings Plan reported $1.1B in total assets and 15,068 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #7,979 in Retail Trade (8,048 peers)
Coverage in Pennsylvania
Ikea Retirement and Savings Plan covers 15,068 participants in Pennsylvania, 18x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.1B.
- #7,979
- in Retail Trade (8,048 peers)
- +33.7%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Ikea Retirement and Savings Plan's outsized position by total assets
Ikea Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,074,679,887 Top 1% higher than 99% 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
Ikea Retirement and Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ikea Retirement and Savings Plan is a mega filing (15,068 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ikea Retirement and Savings Plan end-of-year assets rose from $804M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Ikea Retirement and Savings Plan reported net income fell from $151M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- Ikea Retirement and Savings Plan reported participants fell from 16,647 in the plan year 2023 filing to 15,068 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 233005722 · Ikea North America Services, LLC PY 2024 · 401(k)
Ikea Retirement and Savings Plan · $1.1B · 15,068 · 99th
- PCT $1.1B
- EIN 15,068
- RANK 99th
- PHOTO 401(k)
- IND near Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan
- EOY ind #7979
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 Retail Trade retirement plans → · Plans in Pennsylvania →
Ikea Retirement and Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $804M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $103M |
| Employer EIN | 233005722 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ikea North America Services, LLC)
Sponsor-wide plan assets over time
All Ikea North America Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 33.78858593168278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 27,750 | $803M |
| 2023 | 2 | 30,095 | $979M |
| 2024 | 2 | 28,357 | $1.1B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Scale composition for Ikea Retirement and Savings Plan
Ikea Retirement and Savings Plan reports $1.1B in end-of-year assets across 15,068 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $71,322 per participant (52% of the national average assets-per-participant) . Net income for plan year 2024 was $103M.
This plan identity (EIN 233005722, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $653M to $1.1B (+64.6%) while covered participants moved from 14,742 to 15,068 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,742 | $653M | Open filing |
| 2023 | 16,647 | $804M | Open filing |
| 2024 · index core | 15,068 | $1.1B | This page |
Ikea Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan in CT ($1.1B); by covered participants it is The Odp Corporation Retirement Savings Plan in FL (15,072 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan (CT) $1.1B · 22,447
- Trustage 401(k) Plan for Non-Represented Employees (WI) $1.1B · 3,455
- Devon Energy Corporation Incentive Savings Plan (OK) $1.1B · 1,958
- Charles River Laboratories, Inc. Savings/Plus Plan (MA) $1.1B · 10,833
Similar participant headcount
Nearest other-state filings by covered participants (15,068 participants); asset peers above are excluded.
- The Odp Corporation Retirement Savings Plan (FL) 15,072 · 4 off
- Omni Hotels 401(k) Retirement Savings Plan (TX) 15,074 · 6 off
- Toyota Industries North America Group Associates' 401(k) Retirement Plan (IN) 15,089 · 21 off
- Michelin 401(k) Savings Plan (SC) 15,095 · 27 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.