401(k) · DOL Form 5500 · 2022
Simon Legal Services, PC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $928,881
- Avg per participant High balance/head
Official DOL plan name: Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust · Sponsored by Simon Legal Services, PC · Texas · Professional & Technical Services
$4M in assets, 4 participants
Simon Legal Services, PC's Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,065 in Professional & Technical Services (21,562 peers)
2022 asset change
Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust surged 431.6% in 2022 ($699K → $4M) for 4 participants.
- #9,065
- in Professional & Technical Services (21,562 peers)
- +431.6%
- assets growth YoY
Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,715,525 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 330738033 · Simon Legal Services, PC PY 2022 · 401(k)
Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust · $4M · 4 · 44th
- EBSA $4M
- PART 4
- TYPE 44th
- NET 401(k)
- BOOK near Arizona Restaurant Supply, Inc. 401(k) Plan
- VS-ST ind #9065
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 Professional & Technical Services retirement plans → · Plans in Texas →
Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $699K |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $3M |
| Employer EIN | 330738033 |
| Plan Effective Date | 2014-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Simon Legal Services, PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Arizona Restaurant Supply, Inc. 401(k) Plan in AZ ($4M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.