401(k) · DOL Form 5500 · 2022
Simpson Gumpertz & Heger Inc. 401(k) Plan
Data updated 2026-08-11
- $330M
- Total assets
- 637
- Participants
- 97th
- Percentile by assets
- $518,694
- Avg per participant
Official DOL plan name: Sgh Profit Sharing & 401(k) Plan and Trust · Sponsored by Simpson Gumpertz & Heger Inc. · Massachusetts · Professional & Technical Services
$330M in assets, 637 participants
Simpson Gumpertz & Heger Inc.'s Sgh Profit Sharing & 401(k) Plan and Trust reported $330M in total assets and 637 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #21,102 in Professional & Technical Services (21,562 peers)
Where Sgh Profit Sharing & 401(k) Plan and Trust sits by assets
Sgh Profit Sharing & 401(k) Plan and Trust sits in the top 5% of all filed plans by assets, $330M for 637 participants (~$518,694/participant), down 16.3% in 2022.
- $330M
- total plan assets (2022 EOY)
- 637
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $518,694
- avg assets per participant
The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sgh Profit Sharing & 401(k) Plan and Trust vs the 2022 asset distribution
By assets, Sgh Profit Sharing & 401(k) Plan and Trust outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $395M |
|---|---|
| Net Assets (End of Year) | $330M |
| Net Income | -$64M |
| Employer EIN | 042256923 |
| Plan Effective Date | 1961-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simpson Gumpertz & Heger Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 637 | $330M |
| 2023 | 1 | 672 | $397M |
| 2024 | 1 | 742 | $464M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sgh Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sgh Profit Sharing & 401(k) Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Sgh Profit Sharing & 401(k) Plan and Trust's numbers.
- By total assets, Sgh Profit Sharing & 401(k) Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Simpson Gumpertz & Heger Inc.'s sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans