401(k) · DOL Form 5500 · 2022

Simmons Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$185K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$184,765
Avg per participant Above avg balance/head
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Official DOL plan name: Simmons Financial Services Retirement Plan · Sponsored by Simmons Financial Services, Inc. · Illinois · Finance & Insurance

$185K in assets, 1 participants

Simmons Financial Services, Inc.'s Simmons Financial Services Retirement Plan reported $185K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #579 in Finance & Insurance (9,261 peers)

Simmons Financial Services, Inc. multi-year trail

Simmons Financial Services, Inc.'s plans moved +50.0% in assets from 2022 to 2024; this filing shows Simmons Financial Services Retirement Plan at $185K / 1 participant.

#579
in Finance & Insurance (9,261 peers)
+19.3%
assets growth YoY

Simmons Financial Services Retirement Plan among the smaller filed plans by assets

Simmons Financial Services Retirement Plan vs every filed plan by assets

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

$184,765 10th percentile higher than 10% 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 Financial Services Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simmons Financial Services Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 831071526 · Simmons Financial Services, Inc. PY 2022 · 401(k)

Simmons Financial Services Retirement Plan · $185K · 1 · 10th

  • PCT $185K
  • PCT 1
  • PCT 10th
  • PCT 401(k)
  • PCT near N R Underwood & Sons 401(k) Profit Sharing Plan & Trust
  • PCT ind #579

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 Finance & Insurance retirement plans → · Plans in Illinois →

Simmons Financial Services Retirement Plan in the asset neighbourhood

Simmons Financial Services Retirement PlanSimmons Financial Services R…$185KN R Underwood & Sons 401(k) Profit Sharing Plan & TrustN R Underwood & Sons 401(k) …$185KNorth Texas Home Health Care, Inc. Retirement PlanNorth Texas Home Health Care…$185KThe Alderman Group, Inc. 401(k) Profit Sharing PlanThe Alderman Group, Inc. 401…$185KDurango Ventures Inc 401(k) PlanDurango Ventures Inc 401(k) …$185K
End-of-year total assets ($M) among Simmons Financial Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Simmons Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Simmons Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$277K 50.0143425432306% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.18M $0.28M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 1 $185K
2023 1 1 $231K
2024 1 1 $277K

Simmons Financial Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$155K
Net Assets (End of Year)$185K
Net Income$30K
Employer EIN831071526
Plan Effective Date2018-06-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Simmons Financial Services Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Simmons Financial Services Retirement Plan, Total assets ($B): 0.000184765 · Participants: 1Simmons Financial Services Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Simmons Financial Services Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Simmons Financial Services Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is N R Underwood & Sons 401(k) Profit Sharing Plan & Trust in MA ($185K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Financial Services Retirement Plan assets move in 2022? ▼
Simmons Financial Services Retirement Plan grew sharply - up 19.3% during 2022, from $155K to $185K. Reported net income was $30K.
How have Simmons Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simmons Financial Services, Inc.'s sponsor-wide assets grew 50.0%, from $185K to $277K.
Where does Simmons Financial Services Retirement Plan rank by assets among Form 5500 filers? ▼
Simmons Financial Services Retirement Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Simmons Financial Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is N R Underwood & Sons 401(k) Profit Sharing Plan & Trust in MA ($185K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Simmons Financial Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 831071526.

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.