401(k) · DOL Form 5500 · 2022

Simona America Group Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
275
Participants Below avg headcount
73rd
Percentile by assets National rank
$56,395
Avg per participant Low balance/head
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Official DOL plan name: Simona America Group 401(k) Profit Sharing Plan · Sponsored by Simona America Group Inc. · Pennsylvania · Manufacturing

$16M in assets, 275 participants

Simona America Group Inc.'s Simona America Group 401(k) Profit Sharing Plan reported $16M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,915 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Simona America Group 401(k) Profit Sharing Plan covers 275 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#12,915
in Manufacturing (20,602 peers)
-12.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simona America Group 401(k) Profit Sharing Plan's outsized position by total assets

Simona America Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,508,566 Top 27% higher than 73% 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

Simona America Group 401(k) Profit Sharing 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. Simona America Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (275 participants).

EBSA filing schedule strip

Filing strip 134269250 · Simona America Group Inc. PY 2022 · 401(k)

Simona America Group 401(k) Profit Sharing Plan · $16M · 275 · 73rd

  • TYPE $16M
  • TYPE 275
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Asiana Airlines 401(k) Savings Plan and Trust
  • TYPE ind #12915

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Simona America Group 401(k) Profit Sharing Plan in the asset neighbourhood

Simona America Group 401(k) Profit Sharing PlanSimona America Group 401(k) …$16MAsiana Airlines 401(k) Savings Plan and TrustAsiana Airlines 401(k) Savin…$16MMembers First Credit Union 401(k) PlanMembers First Credit Union 4…$16MMidcoast Employee Services, LLC 401(k) Retirement PlanMidcoast Employee Services, …$16MFertilizer Company of Arizona, Inc. 401(k) Profit Sharing PlanFertilizer Company of Arizon…$16M
End-of-year total assets ($M) among Simona America Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN134269250
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simona America Group Inc.)

Sponsor-wide plan assets over time

All Simona America Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 50.47569194985533% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.5M $23.3M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 275 $16M
2023 1 313 $20M
2024 1 340 $23M

Nearby 401(k) Plans in Pennsylvania

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

Simona America Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Simona America Group 401(k) Profit Sharing Plan, Total assets ($B): 0.015508566 · Participants: 275Simona America Group 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Simona America Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Simona America Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Simona America Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Asiana Airlines 401(k) Savings Plan and Trust in CA ($16M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Simona America Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Simona America Group 401(k) Profit Sharing Plan pulled back noticeably - down 12.2% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Simona America Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simona America Group Inc.'s sponsor-wide assets grew 50.5%, from $16M to $23M.
Which 401(k) plans are similar in size to Simona America Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asiana Airlines 401(k) Savings Plan and Trust in CA ($16M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Simona America Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 participants, N/A 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 134269250.

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.