401(k) · DOL Form 5500 · 2022
The Simon Companies, L.P. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $47,117
- Avg per participant Low balance/head
Official DOL plan name: The Simon Companies, L.P. Retirement Plan · Sponsored by The Simon Companies, L.P. · Massachusetts · Real Estate
$2M in assets, 41 participants
The Simon Companies, L.P.'s The Simon Companies, L.P. Retirement Plan reported $2M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,621 in Real Estate (5,057 peers)
2022 asset change
The Simon Companies, L.P. Retirement Plan pulled back noticeably 12.6% in 2022 ($2M → $2M) for 41 participants.
- #2,621
- in Real Estate (5,057 peers)
- -12.6%
- assets change YoY
The plan reported a net loss of $278K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Simon Companies, L.P. Retirement Plan among the smaller filed plans by assets
The Simon Companies, L.P. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,931,797 33rd percentile higher than 33% 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
The Simon Companies, L.P. Retirement 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. The Simon Companies, L.P. Retirement Plan is a small filing (41 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 043291855 · The Simon Companies, L.P. PY 2022 · 401(k)
The Simon Companies, L.P. Retirement Plan · $2M · 41 · 33rd
- PART $2M
- PART 41
- PART 33rd
- PART 401(k)
- PART near Rand Construction Engineering, Inc. 401(k) Plan
- PART ind #2621
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 Massachusetts →
The Simon Companies, L.P. Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$278K |
| Employer EIN | 043291855 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
The Simon Companies, L.P. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Rand Construction Engineering, Inc. 401(k) Plan in MI ($2M); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (41 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.