401(k) · DOL Form 5500 · 2024

Ipsoft Incorporated 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
581
Participants Below avg headcount
87th
Percentile by assets National rank
$112,226
Avg per participant Below avg balance/head
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Official DOL plan name: Ipsoft Incorporated 401(k) Plan · Sponsored by Ipsoft Incorporated · New York · Professional & Technical Services

$65M in assets, 581 participants

Ipsoft Incorporated's Ipsoft Incorporated 401(k) Plan reported $65M in total assets and 581 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,743 in Professional & Technical Services (20,173 peers)

Where Ipsoft Incorporated 401(k) Plan sits by assets

Ipsoft Incorporated 401(k) Plan sits in the top quartile of all filed plans by assets, $65M for 581 participants (~$112,226/participant), up 9.4% in 2024.

#17,743
in Professional & Technical Services (20,173 peers)
+9.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ipsoft Incorporated 401(k) Plan's outsized position by total assets

Ipsoft Incorporated 401(k) Plan vs every filed plan by assets

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

$65,203,468 Top 13% higher than 87% 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

Ipsoft Incorporated 401(k) 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. Ipsoft Incorporated 401(k) Plan sits mid-pack in the medium band (581 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ipsoft Incorporated 401(k) Plan reported participants rose from 308 in the plan year 2023 filing to 581 in the plan year 2024 filing.
  • Ipsoft Incorporated 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Ipsoft Incorporated 401(k) Plan end-of-year assets fell from $69M in the plan year 2023 filing to $65M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 844092295 · Ipsoft Incorporated PY 2024 · 401(k)

Ipsoft Incorporated 401(k) Plan · $65M · 581 · 87th

  • PCT $65M
  • PCT 581
  • PCT 87th
  • PCT 401(k)
  • PCT near Cleveland Brothers Retirement Plan for Union Employees
  • PCT ind #17743

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 Professional & Technical Services retirement plans → · Plans in New York →

Ipsoft Incorporated 401(k) Plan in the asset neighbourhood

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried EmployeesHeaven Hill Distilleries, In…$65MPond & Company 401(k) Profit Sharing PlanPond & Company 401(k) Profit…$65MIpsoft Incorporated 401(k) PlanIpsoft Incorporated 401(k) P…$65MCleveland Brothers Retirement Plan for Union EmployeesCleveland Brothers Retiremen…$65MUpland Software Inc. 401(k)$65M
End-of-year total assets ($M) among Ipsoft Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$65M
Net Income$6M
Employer EIN844092295
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ipsoft Incorporated)

Sponsor-wide plan assets over time

All Ipsoft Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$202M 236.76010605711917% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $60.1M $202M ▲ +236.8%
Year Plans Participants Total Assets
2022 1 294 $60M
2023 1 308 $69M
2024 3 1,135 $202M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ipsoft Incorporated 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ipsoft Incorporated 401(k) Plan, Total assets ($B): 0.065203468 · Participants: 581Ipsoft Incorporated 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Ipsoft Incorporated 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Ipsoft Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cleveland Brothers Retirement Plan for Union Employees in PA ($65M); by covered participants it is Arcus Biosciences Retirement Trust in CA (581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (581 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 Ipsoft Incorporated 401(k) Plan assets move in 2024?
Ipsoft Incorporated 401(k) Plan grew at a solid clip - up 9.4% during 2024, from $60M to $65M. Reported net income was $6M.
How have Ipsoft Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Ipsoft Incorporated's sponsor-wide assets grew 236.8%, from $60M to $202M.
Where does Ipsoft Incorporated 401(k) Plan rank by assets among Form 5500 filers?
Ipsoft Incorporated 401(k) Plan ranks in the 87th 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 401(k) plans are similar in size to Ipsoft Incorporated 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cleveland Brothers Retirement Plan for Union Employees in PA ($65M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Ipsoft Incorporated 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Arcus Biosciences Retirement Trust in CA (581 participants, $60M in assets).