Plain-English plan 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, Ikea Retirement And Savings Plan is a benefit plan reported by Ikea North America Services, LLC under EIN 23-3005722 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,759 participants and $803,868,909 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $803,868,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $803,868,909
- Net assets (BOY)
- $653,016,485
Income & contributions
- Employer contributions
- $29,680,960
- Participant contributions
- $47,188,500
- Total contributions
- $80,149,635
- Total income / additions
- $211,285,651
Expenses & distributions
- Benefits paid
- $59,842,617
- Administrative expenses
- $387,956
- Total expenses
- $60,433,227
- Net increase / (decrease)
- $150,852,424