401(k) · DOL Form 5500 · 2022

Simple Health, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
186
Participants Below avg headcount
32nd
Percentile by assets National rank
$9,798
Avg per participant Low balance/head
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Official DOL plan name: Simple Health, Inc. 401(k) Plan · Sponsored by Simple Health, Inc. · New York · Retail Trade

$2M in assets, 186 participants

Simple Health, Inc.'s Simple Health, Inc. 401(k) Plan reported $2M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,002 in Retail Trade (9,519 peers)

Coverage in New York

Simple Health, Inc. 401(k) Plan covers 186 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $2M.

#4,002
in Retail Trade (9,519 peers)
-6.6%
assets change YoY

The plan reported a net loss of $129K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simple Health, Inc. 401(k) Plan among the smaller filed plans by assets

Simple Health, Inc. 401(k) Plan vs every filed plan by assets

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

$1,822,505 32nd percentile higher than 32% 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

Simple Health, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simple Health, Inc. 401(k) Plan sits mid-pack in the medium band (186 participants).

EBSA filing schedule strip

Filing strip 475455175 · Simple Health, Inc. PY 2022 · 401(k)

Simple Health, Inc. 401(k) Plan · $2M · 186 · 32nd

  • EBSA $2M
  • EBSA 186
  • EBSA 32nd
  • EBSA 401(k)
  • EBSA near Canton Oil Well Service, Inc. Profit Sharing Plan
  • EBSA ind #4002

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 Retail Trade retirement plans → · Plans in New York →

Simple Health, Inc. 401(k) Plan in the asset neighbourhood

Simple Health, Inc. 401(k) PlanSimple Health, Inc. 401(k) P…$2MCanton Oil Well Service, Inc. Profit Sharing PlanCanton Oil Well Service, Inc…$2MAlexander/Ryan Employee Savings PlanAlexander/Ryan Employee Savi…$2MT.P. Howards Plumbing Co., Inc. 401(k) PlanT.P. Howards Plumbing Co., I…$2MColumbia River Log Scalers Savings and Retirement PlanColumbia River Log Scalers S…$2M
End-of-year total assets ($M) among Simple Health, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$129K
Employer EIN475455175
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simple Health, Inc.)

Sponsor-wide plan assets over time

All Simple Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M 20222023 $1.82M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 186 $2M
2023 1 48 N/A

Nearby 401(k) Plans in New York

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

Simple Health, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Simple Health, Inc. 401(k) Plan, Total assets ($B): 0.001822505 · Participants: 186Simple Health, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Simple Health, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Simple Health, Inc. 401(k) Plan side-by-side with 3 peers →

Simple Health, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Canton Oil Well Service, Inc. Profit Sharing Plan in OH ($2M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Simple Health, Inc. 401(k) Plan assets move in 2022? ▼
Simple Health, Inc. 401(k) Plan pulled back noticeably - down 6.6% during 2022, from $2M to $2M. Reported net income was -$129K.
Which 401(k) plans are similar in size to Simple Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canton Oil Well Service, Inc. Profit Sharing Plan in OH ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Simple Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (186 participants, $53K 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 475455175.

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.