401(k) · DOL Form 5500 · 2024

Ikea North America Services, LLC 401(k) Plan

Data updated 2026-07-24

$1.1B
Total assets: 15,068
Participants: 99th
Percentile by assets: $71,322
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

Ikea Retirement and Savings Plan covers 15,068 participants in Pennsylvania, 18x the typical Pennsylvania plan (state average ~824 per filing). Assets: $1.1B.

$1.1B
total plan assets (2024 EOY): 15,068
covered participants: 99th
percentile by assets (of 116,472 plans): $71,322
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Retail Trade

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Ikea Retirement and Savings Plan reports 15,068 participants - 18x that state average ($1.1B EOY assets).

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)

Total plan assets by year, all Ikea North America Services, LLC plans on file

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.

Ikea Retirement and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Compare Ikea Retirement and Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ikea Retirement and Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did Ikea Retirement and Savings Plan assets move in 2024? ▼

Ikea Retirement and Savings Plan surged - up 33.7% during 2024, from $804M to $1.1B. Reported net income was $103M.

How have Ikea North America Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ikea North America Services, LLC's sponsor-wide assets grew 33.8%, from $803M to $1.1B.

Where does Ikea Retirement and Savings Plan rank by assets among Form 5500 filers? ▼

Ikea Retirement and Savings Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Ikea Retirement and Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan in CT ($1.1B, 22,447 participants).

Next read for Ikea Retirement and Savings Plan

Filing takeaways

Ways to act on Ikea Retirement and Savings Plan's numbers.

By total assets, Ikea Retirement and Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Ikea North America Services, LLC's sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Retail Trade 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 233005722.

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.