International Business Machines Corporation — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, International Business Machines Corporation (EIN 13-0871985) is a plan sponsor located in Armonk, NY with 12 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-0871985
- Location
- Armonk, NY
- Loaded plans
- 12
- Total reported participants
- 1,034,995
- Total reported plan assets (EOY)
- $82,450,855,836
- Plans with financial data
- 6
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ibm 401 (K) Plus Plan | 005 | 164,744 | $57,428,456,306 | 2023 |
| Ibm Personal Pension Plan | 001 | 144,002 | $24,955,758,896 | 2023 |
| Ibm Medical Plan For Regular Full-Time And Regular Part-Time Employees | 519 | 53,416 | $29,655,702 | 2023 |
| Ibm Medical Benefits Trust | 010 | not reported in the loaded dataset | $19,419,232 | 2023 |
| Ibm Benefits Plan For Retired Employees | 518 | 164,989 | $17,330,998 | 2023 |
| The Ibm Secured Benefit Arrangement | 006 | 7 | $234,702 | 2023 |
| Ibm Travel Accident Insurance | 507 | 176,830 | not reported in the loaded dataset | 2023 |
| Ibm Special Care For Children Assistance Plan | 508 | 173,550 | not reported in the loaded dataset | 2023 |
| Ibm Long-Term Disability Plan | 525 | 53,360 | not reported in the loaded dataset | 2023 |
| Ibm Short Term Disability Plan | 535 | 52,265 | not reported in the loaded dataset | 2023 |
| Ibm Group Life Insurance | 501 | 51,708 | not reported in the loaded dataset | 2023 |
| Ibm Global Assignee Medical Program | 528 | 124 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Ibm 401 (K) Plus Plan | 164,744 | H, C | 20240713053616NAL0010553539001 |
| 2023 | Ibm Group Life Insurance | 51,708 | — | 20240713053729NAL0028294128001 |
| 2023 | Ibm Travel Accident Insurance | 176,830 | — | 20240713053839NAL0010555187001 |
| 2023 | Ibm Long-Term Disability Plan | 53,360 | — | 20240713053923NAL0028294208001 |
| 2023 | Ibm Global Assignee Medical Program | 124 | — | 20240713053958NAL0010555907001 |
| 2023 | Ibm Short Term Disability Plan | 52,265 | — | 20240713054032NAL0028294288001 |
| 2023 | Ibm Personal Pension Plan | 144,002 | H, C | 20241001095717NAL0012070000001 |
| 2023 | Ibm Benefits Plan For Retired Employees | 164,989 | H, C | 20241001095939NAL0011320976001 |