401(k) · DOL Form 5500 · 2022

Simmons Rockwell 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
265
Participants Below avg headcount
70th
Percentile by assets National rank
$49,086
Avg per participant Low balance/head
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Official DOL plan name: Simmons Rockwell Retirement Plan · Sponsored by Simmons Rockwell · New York · Retail Trade

$13M in assets, 265 participants

Simmons Rockwell's Simmons Rockwell Retirement Plan reported $13M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,662 in Retail Trade (9,519 peers)

Coverage in New York

Simmons Rockwell Retirement Plan covers 265 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $13M.

#7,662
in Retail Trade (9,519 peers)
-13.2%
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.

Simmons Rockwell Retirement Plan's outsized position by total assets

Simmons Rockwell Retirement Plan vs every filed plan by assets

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

$13,007,714 Top 30% higher than 70% 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

Simmons Rockwell Retirement 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. Simmons Rockwell Retirement Plan sits mid-pack in the medium band (265 participants).

EBSA filing schedule strip

Filing strip 231664884 · Simmons Rockwell PY 2022 · 401(k)

Simmons Rockwell Retirement Plan · $13M · 265 · 70th

  • NET $13M
  • NET 265
  • NET 70th
  • NET 401(k)
  • NET near Dtlr, Inc. 401(k) Profit Sharing Plan
  • NET ind #7662

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 Retail Trade retirement plans → · Plans in New York →

Simmons Rockwell Retirement Plan in the asset neighbourhood

Simmons Rockwell Retirement PlanSimmons Rockwell Retirement …$13MDtlr, Inc. 401(k) Profit Sharing PlanDtlr, Inc. 401(k) Profit Sha…$13MV & V Supremo Foods, Inc. 401(k) PlanV & V Supremo Foods, Inc. 40…$13MHometown America, LLC Retirement Readiness 401(k) PlanHometown America, LLC Retire…$13MStandard Construction Co., Inc. 401(k) Profit Sharing PlanStandard Construction Co., I…$13M
End-of-year total assets ($M) among Simmons Rockwell Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN231664884
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simmons Rockwell)

Sponsor-wide plan assets over time

All Simmons Rockwell plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.062545809355896% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13M $16M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 265 $13M
2023 1 254 $16M
2024 1 260 $16M

Nearby 401(k) Plans in New York

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

Simmons Rockwell Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Simmons Rockwell Retirement Plan, Total assets ($B): 0.013007714 · Participants: 265Simmons Rockwell Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Simmons Rockwell Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Simmons Rockwell Retirement Plan side-by-side with 3 peers →

Simmons Rockwell Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dtlr, Inc. 401(k) Profit Sharing Plan in MD ($13M); by covered participants it is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Simmons Rockwell Retirement Plan assets move in 2022? ▼
Simmons Rockwell Retirement Plan pulled back noticeably - down 13.2% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Simmons Rockwell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simmons Rockwell's sponsor-wide assets grew 23.1%, from $13M to $16M.
Which 401(k) plans are similar in size to Simmons Rockwell Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dtlr, Inc. 401(k) Profit Sharing Plan in MD ($13M, 1,356 participants).
Which 401(k) plans cover a similar participant headcount to Simmons Rockwell Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 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 231664884.

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.