Department of Labor filing

IDEX INTERNATIONAL

IDEX INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 17, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan looks broadly typical among similar plans.

41filing comparison
out of 100
01 · Employer matchNot publicly available

A current plan document is needed to verify the formula.

02 · Maximum employer contributionNot yet verified

$1,111 was reported per active participant, but this is not a match limit.

03 · VestingNot yet verified

A dated plan document is needed.

04 · Fees and expenses$200

Plan-paid administrative cost per participant; fund and employee fees may be separate.

05 · Investment choicesNot yet verified

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot yet verified

A current plan document is needed.

07 · Automatic enrollmentNot yet verified

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Not yet verified

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers48th percentile

Up 0.0% over the filing history shown.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0%

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202541out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions48th percentileTypical peer $1,196 · based on 3,018 comparable plans
Lower reported administrative expense26th percentileTypical peer $48 · based on 2,929 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, IDEX INTERNATIONAL reported $56,672 in employer contributions across this plan, or $1,111 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating51

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison41/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$56,672
$1,111 per active participant
Participant contributions
$147,432
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
27.8%
Active participants
51
Small plan
Total participants
57
52 at the beginning of the year
Ending assets
$1,827,402
$32,060 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$1,379,137
Ending net assets
$1,827,402
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$471,645
Total expenses
$23,380
Administrative expenses
$11,380
$200 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$1,111
Administrative cost per participant
2025
$200
Active participants
2025
51
Total plan assets
2025
$1,827,402
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$1,111511.8M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
593596799-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2022
Industry
Manufacturing
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025IDEX CORP /DE/ — 10-K filed 2026-02-19
Official filing · details not yet checked
What it says about vesting

ected life of the option. • The Company uses historical data to estimate the expected life of the option based on IDEX’s own exercise and cancellation history adjusted for current vesting schedules. • The risk-free interest rate is based on the U.S. Treasury yield curve commensurate with the expected life of the option. The Company presents the spot rate used in the Black Scholes valuation model. • The expected dividend yield is based on the Company’s current dividend yield as the best estimate of projected dividend yield for periods within the contractual life of the option. A summary of the Company’s stock option activity as of December 31, 2025, and changes during the year ended December 31, 2025, are presented in the following table: Shares Weighted Average Exercise Price Weighted-Aver

What it says about fees

6.0 3 % Net sales 3,457.5 3,268.8 188.7 6 % Cost of sales 1,918.7 1,823.6 95.1 5 % Gross profit 1,538.8 1,445.2 93.6 6 % Gross margin 44.5 % 44.2 % n/a 30 bps Selling, general and administrative expenses 818.8 758.7 60.1 8 % Restructuring expenses and asset impairments 20.7 9.3 11.4 123 % Operating income 699.3 677.2 22.1 3 % Gain on sale of businesses - net — (4.0) 4.0 (100 %) Other expense (income) – net 2.3 (2.6) 4.9 (188 %) Interest expense - net 64.4 44.5 19.9 45 % Income before income taxes 632.6 639.3 (6.7) (1 %) Provision for income taxes 150.1 134.7 15.4 11 % Effective tax rate 23.7 % 21.1 % n/a 260 bps Net income attributable to IDEX $ 483.2 $ 505.0 $ (21.8) (4 %) Diluted earnings per common share attributable to IDEX $ 6.41 $ 6.64 $ (0.23) (3 %) Net Sales Net sales increased com

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260717184348NAL0008959314001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗