Idex 401(k) and pension plans

Idex Corporation, Northbrook, IL. EIN 36-3555336. Annual reports 2009–2024.

Idex Corporation has one active retirement plan on file, the Idex Corporation Savings Plan, with 6,007 participants and $962 million in assets in 2024. Vanguard has been its recordkeeper since 2009.

Active plans: 1
Participants: 6,007
Plan assets: $962 million
401(k) recordkeeper: Vanguard
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

Idex Corporation Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 045Employer EIN 36-3555336
Participants (2024): 6,007
Net assets (2024): $962 million
Recordkeeper: Vanguard2009–2024
Plan administrator: Idex Corporation
3100 Sanders Road, Suite 301
Northbrook, IL 60062
(847) 498-7070As filed for 2024
In effect since: January 1, 1985

Plans merged into this one: Idex Corporation Retirement Plan (2022); Idex Corporation Defined Contribution Retirement Plan (2015).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,007	$962 million	Vanguard
2023	6,024	$873 million	Vanguard
2022	6,172	$737 million	Vanguard
2021	5,564	$882 million	Vanguard
2020	4,990	$786 million	Vanguard
2019	5,346	$675 million	Vanguard
2018	5,096	$547 million	Vanguard
2017	4,961	$570 million	Vanguard
2016	4,783	$481 million	Vanguard
2015	4,715	$434 million	Vanguard
2014	4,348	$354 million	Vanguard
2013	4,211	$334 million	Vanguard
2012	3,919	$270 million	Vanguard
2011	3,403	$220 million	Vanguard
2010	3,379	$209 million	Vanguard
2009	3,138	$182 million	Vanguard

Idex Corporation Retirement Plan

Pension (defined benefit)Merged

Merged. In 2022 its assets moved to the Idex Corporation Savings Plan, sponsored by Idex Corporation (EIN 36-3555336, plan 045). Accounts moved with them, so that plan is the one to contact.

Plan number: 046Employer EIN 36-3555336
Participants (2020): 668
Net assets (2020): $93.1 million
Plan administrator: Idex Corporation
3100 Sanders Road, Suite 301
Northbrook, IL 60062
(847) 498-7070As filed for 2022
In effect since: January 1, 1989

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	0	$10.1 million	not listed
2020	668	$93.1 million	not listed
2019	699	$88.0 million	not listed
2018	724	$78.9 million	not listed
2017	739	$82.8 million	not listed
2016	759	$71.7 million	not listed
2015	929	$76.0 million	not listed
2014	946	$78.4 million	not listed
2013	1,007	$76.2 million	not listed
2012	1,024	$70.2 million	not listed
2011	1,025	$56.8 million	not listed
2010	1,041	$54.7 million	not listed
2009	1,058	$46.5 million	not listed

Idex Corporation Defined Contribution Retirement Plan

Profit-sharing planMerged

Merged. In 2015 its assets moved to the Idex Corporation Savings Plan, sponsored by Idex Corporation (EIN 36-3555336, plan 045). Accounts moved with them, so that plan is the one to contact.

Plan number: 048Employer EIN 36-3555336
Participants (2014): 3,080
Net assets (2014): $80.2 million
Plan administrator: Idex Corporation
1925 West Field Court, Suite 200
Lake Forest, IL 60045
(847) 498-7070As filed for 2015
In effect since: January 1, 1990

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	3,080	$80.2 million	not listed
2013	2,737	$72.8 million	not listed
2012	2,699	$59.6 million	not listed
2011	2,694	$51.8 million	not listed
2010	2,563	$47.2 million	not listed
2009	2,812	$40.3 million	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Idex Corporation Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((847) 498-7070). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.