401(k) · DOL Form 5500 · 2022

Sampson Morris Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
80
Participants Small participant base
60th
Percentile by assets National rank
$96,465
Avg per participant Below avg balance/head
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Official DOL plan name: Sampson Morris Group, Inc. 401(k) Plan · Sponsored by Sampson Morris Group, Inc. · Pennsylvania · Real Estate

$8M in assets, 80 participants

Sampson Morris Group, Inc.'s Sampson Morris Group, Inc. 401(k) Plan reported $8M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,833 in Real Estate (5,057 peers)

Sampson Morris Group, Inc. multi-year trail

Sampson Morris Group, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Sampson Morris Group, Inc. 401(k) Plan at $8M / 80 participants.

#3,833
in Real Estate (5,057 peers)
-9.6%
assets change YoY

The plan reported a net loss of $824K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sampson Morris Group, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sampson Morris Group, Inc. 401(k) Plan vs every filed plan by assets

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

$7,717,228 Top 40% higher than 60% 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

Sampson Morris Group, 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. Sampson Morris Group, Inc. 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 232870814 · Sampson Morris Group, Inc. PY 2022 · 401(k)

Sampson Morris Group, Inc. 401(k) Plan · $8M · 80 · 60th

  • EIN $8M
  • RANK 80
  • PHOTO 60th
  • IND 401(k)
  • EOY near Kingsisle Entertainment, Inc. 401(k) Plan
  • 5500 ind #3833

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 Real Estate retirement plans → · Plans in Pennsylvania →

Sampson Morris Group, Inc. 401(k) Plan in the asset neighbourhood

Sampson Morris Group, Inc. 401(k) PlanSampson Morris Group, Inc. 4…$8MKingsisle Entertainment, Inc. 401(k) PlanKingsisle Entertainment, Inc…$8MEmployee Benefit Plan of Sblm PCEmployee Benefit Plan of Sbl…$8MAmerican Producers Supply 401(k) Employee Retirement PlanAmerican Producers Supply 40…$8MThe Crowley Car Company Dealership Group 401(k) Plan & TrustThe Crowley Car Company Deal…$8M
End-of-year total assets ($M) among Sampson Morris Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sampson Morris Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sampson Morris Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.54255906395405% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.72M $8.99M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 80 $8M
2023 1 84 $8M
2024 1 82 $9M

Sampson Morris Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$824K
Employer EIN232870814
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Sampson Morris Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sampson Morris Group, Inc. 401(k) Plan, Total assets ($B): 0.007717228 · Participants: 80Sampson Morris Group, Inc. 401(k) 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
Sampson Morris Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sampson Morris Group, Inc. 401(k) Plan side-by-side with 3 peers →

Sampson Morris Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kingsisle Entertainment, Inc. 401(k) Plan in TX ($8M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Sampson Morris Group, Inc. 401(k) Plan assets move in 2022? ▼
Sampson Morris Group, Inc. 401(k) Plan pulled back noticeably - down 9.6% during 2022, from $9M to $8M. Reported net income was -$824K.
How have Sampson Morris Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sampson Morris Group, Inc.'s sponsor-wide assets grew 16.5%, from $8M to $9M.
Which 401(k) plans are similar in size to Sampson Morris Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kingsisle Entertainment, Inc. 401(k) Plan in TX ($8M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Sampson Morris Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 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 232870814.

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.