401(k) · DOL Form 5500 · 2022

Simplifi Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
432
Participants Below avg headcount
83rd
Percentile by assets National rank
$71,910
Avg per participant Below avg balance/head
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Official DOL plan name: Simplifi 401(k) Profit Sharing Plan · Sponsored by Simplifi Holdings, Inc. · Texas · Professional & Technical Services

$31M in assets, 432 participants

Simplifi Holdings, Inc.'s Simplifi 401(k) Profit Sharing Plan reported $31M in total assets and 432 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,084 in Professional & Technical Services (21,562 peers)

Where Simplifi 401(k) Profit Sharing Plan sits by assets

Simplifi 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 432 participants (~$71,910/participant), up 4.0% in 2022.

#18,084
in Professional & Technical Services (21,562 peers)
+4.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Simplifi 401(k) Profit Sharing Plan's outsized position by total assets

Simplifi 401(k) Profit Sharing Plan vs every filed plan by assets

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

$31,065,091 Top 17% higher than 83% 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

Simplifi 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. Simplifi 401(k) Profit Sharing Plan sits mid-pack in the medium band (432 participants).

EBSA filing schedule strip

Filing strip 271828514 · Simplifi Holdings, Inc. PY 2022 · 401(k)

Simplifi 401(k) Profit Sharing Plan · $31M · 432 · 83rd

  • EOY $31M
  • 5500 432
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Ames Goldsmith Corp. 401(k) Profit Sharing Plan
  • RANK ind #18084

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 →

Simplifi 401(k) Profit Sharing Plan in the asset neighbourhood

Simplifi 401(k) Profit Sharing PlanSimplifi 401(k) Profit Shari…$31MF.G. Downing Development, Inc. 401(k) PlanF.G. Downing Development, In…$31MScopely Inc. 401(k) Plan$31MAmes Goldsmith Corp. 401(k) Profit Sharing PlanAmes Goldsmith Corp. 401(k) …$31MJwch Institute, Inc. 401(k) Profit Sharing PlanJwch Institute, Inc. 401(k) …$31M
End-of-year total assets ($M) among Simplifi 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$1M
Employer EIN271828514
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplifi Holdings, Inc.)

Sponsor-wide plan assets over time

All Simplifi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 93.90759550648025% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $31.1M $60.2M ▲ +93.9%
Year Plans Participants Total Assets
2022 1 432 $31M
2023 1 571 $45M
2024 1 580 $60M

Nearby 401(k) Plans in Texas

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

Simplifi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Simplifi 401(k) Profit Sharing Plan, Total assets ($B): 0.031065091 · Participants: 432Simplifi 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Simplifi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Simplifi 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ames Goldsmith Corp. 401(k) Profit Sharing Plan in NY ($31M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (432 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Simplifi 401(k) Profit Sharing Plan assets move in 2022? ▼
Simplifi 401(k) Profit Sharing Plan edged up modestly - up 4.0% during 2022, from $30M to $31M. Reported net income was $1M.
How have Simplifi Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplifi Holdings, Inc.'s sponsor-wide assets grew 93.9%, from $31M to $60M.
Where does Simplifi 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Simplifi 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Simplifi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ames Goldsmith Corp. 401(k) Profit Sharing Plan in NY ($31M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Simplifi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (432 participants, $72M 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 271828514.

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.