Retirement plan
THE IBM SECURED BENEFIT ARRANGEMENT
INTERNATIONAL BUSINESS MACHINES CORPORATIONEIN 13-0871985Plan #006PY 2021
MD 261 NEW ORCHARD ROAD - ARMONK, NY 10504800-796-9876
Other plans on this EIN
2 filingsProspect flagsLow returns
Filing contacts
From the Form 5500, federal recordPlan administrator signer
ALISON YARA
Signed 09/11/2022
Summary metrics
Total assets (EOY)
$316K
+15.6% from 2016
Total participants
7
+8.3% from 2016
Average account balance
$45,206
+6.7% from 2016
Annual return
2.87%
+0.05 pp from 2016
Benchmarks
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants<25
Cohort126,075 peers
Snapshot2021
0
Participant deferral / active EE
$0
median $6,424
0
Employer contribution / active EE
$0
median $2,645
0
Participation rate
0.0%
median 100.0%
33
Avg account balance
$45,206
median $81,518
78
Admin fee / account holder
$0
median $678
7
Annual return
2.87%
median 14.20%
Overall peer rank
39of 100
39th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$229K
Average account balance
Total assets / participants with a balance (line 6g)
$46K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Not enough data
1 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+3.31%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$2687
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Plan features & details
Pension benefit codes2E3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
Audit opinion
Schedule H Part III
No opinion code on file for this filing.
- Auditor firm
- (not reported)
- Auditor EIN
- -
- Audit fees
- (not subdivided)
- Opinion code
- -