401(k) · DOL Form 5500 · 2022

Simon the Cat Inc. 401(k) Plan

Data updated 2026-08-25

$97K
Total assets Small plan by assets
11
Participants Small participant base
6th
Percentile by assets National rank
$8,862
Avg per participant Low balance/head
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Official DOL plan name: Simon the Cat Inc. 401(k) Plan · Sponsored by Simon the Cat Inc. · Kentucky · Food Services & Accommodation

$97K in assets, 11 participants

Simon the Cat Inc.'s Simon the Cat Inc. 401(k) Plan reported $97K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 6th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #681 in Food Services & Accommodation (4,592 peers)

2022 asset change

Simon the Cat Inc. 401(k) Plan surged 50.7% in 2022 ($65K → $97K) for 11 participants.

#681
in Food Services & Accommodation (4,592 peers)
+50.7%
assets growth YoY

Simon the Cat Inc. 401(k) Plan among the smaller filed plans by assets

Simon the Cat Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$97,480 6th percentile higher than 6% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Simon the Cat Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon the Cat Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 472938343 · Simon the Cat Inc. PY 2022 · 401(k)

Simon the Cat Inc. 401(k) Plan · $97K · 11 · 6th

  • BOOK $97K
  • BOOK 11
  • BOOK 6th
  • BOOK 401(k)
  • BOOK near River & Oaks Enterprises Corporation 401(k) Plan
  • BOOK ind #681

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Kentucky →

Simon the Cat Inc. 401(k) Plan in the asset neighbourhood

Simon the Cat Inc. 401(k) PlanSimon the Cat Inc. 401(k) Pl…$97KRiver & Oaks Enterprises Corporation 401(k) PlanRiver & Oaks Enterprises Cor…$97KLarry T. Schaefer, Inc. 401(k) PlanLarry T. Schaefer, Inc. 401(…$97KRenu Inc. 401(k) Plan$97KKennedy Hernandez & Associates 401(k) PlanKennedy Hernandez & Associat…$98K
End-of-year total assets ($M) among Simon the Cat Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Simon the Cat Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Simon the Cat Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.05M$0.1M$0.15M 20222023 $0.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 11 $97K
2023 1 12 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$65K
Net Assets (End of Year)$97K
Net Income$33K
Employer EIN472938343
Plan Effective Date2015-01-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Simon the Cat Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Simon the Cat Inc. 401(k) Plan, Total assets ($B): 0.00009748 · Participants: 11Simon the Cat Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Simon the Cat Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Simon the Cat Inc. 401(k) Plan side-by-side with 3 peers →

Simon the Cat Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is River & Oaks Enterprises Corporation 401(k) Plan in FL ($97K); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Simon the Cat Inc. 401(k) Plan assets move in 2022? ▼
Simon the Cat Inc. 401(k) Plan surged - up 50.7% during 2022, from $65K to $97K. Reported net income was $33K.
Where does Simon the Cat Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Simon the Cat Inc. 401(k) Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Simon the Cat Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is River & Oaks Enterprises Corporation 401(k) Plan in FL ($97K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Simon the Cat Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472938343.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.