401(k) · DOL Form 5500 · 2022

Simpson Gumpertz & Heger Inc. 401(k) Plan

Data updated 2026-08-25

$330M
Total assets Above avg plan size
637
Participants Below avg headcount
97th
Percentile by assets National rank
$518,694
Avg per participant High balance/head
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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.

  • #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.

#21,102
in Professional & Technical Services (21,562 peers)
-16.3%
assets change YoY
3.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Sgh Profit Sharing & 401(k) Plan and Trust vs every filed plan by assets

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

$330,407,921 Top 3% higher than 97% 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

Sgh Profit Sharing & 401(k) Plan and Trust 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. Sgh Profit Sharing & 401(k) Plan and Trust sits mid-pack in the medium band (637 participants).

Published 5500 schedule card

Filing strip 042256923 · Simpson Gumpertz & Heger Inc. PY 2022 · 401(k)

Sgh Profit Sharing & 401(k) Plan and Trust · $330M · 637 · 97th

  • BOOK $330M
  • BOOK 637
  • BOOK 97th
  • BOOK 401(k)
  • BOOK near Lg Electronics Retirement Plan
  • BOOK ind #21102

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Sgh Profit Sharing & 401(k) Plan and Trust in the asset neighbourhood

Electric Reliability Council of Texas 401(k) Savings PlanElectric Reliability Council…$331MAlyeska Pipeline Service Company Savings and Investment Plan for Operating Company EmployeesAlyeska Pipeline Service Com…$331MLg Electronics Retirement PlanLg Electronics Retirement Pl…$331MSgh Profit Sharing & 401(k) Plan and TrustSgh Profit Sharing & 401(k) …$330MIBEW Local 347 Retirement and 401(k) PlanIBEW Local 347 Retirement an…$330M
End-of-year total assets ($M) among Sgh Profit Sharing & 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$395M
Net Assets (End of Year)$330M
Net Income-$64M
Employer EIN042256923
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson Gumpertz & Heger Inc.)

Sponsor-wide plan assets over time

All Simpson Gumpertz & Heger Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$464M 40.45307497334484% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $330M $464M ▲ +40.5%
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 Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Sgh Profit Sharing & 401(k) Plan and Trust, Total assets ($B): 0.330407921 · Participants: 637Sgh Profit Sharing & 401(k) Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Sgh Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sgh Profit Sharing & 401(k) Plan and Trust side-by-side with 3 peers →

Sgh Profit Sharing & 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lg Electronics Retirement Plan in NJ ($331M); by covered participants it is Skyward, Inc. 401(k) Plan in WI (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (637 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 Sgh Profit Sharing & 401(k) Plan and Trust assets move in 2022? ▼
Sgh Profit Sharing & 401(k) Plan and Trust declined sharply - down 16.3% during 2022, from $395M to $330M. Reported net income was -$64M.
How have Simpson Gumpertz & Heger Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson Gumpertz & Heger Inc.'s sponsor-wide assets grew 40.5%, from $330M to $464M.
Where does Sgh Profit Sharing & 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Sgh Profit Sharing & 401(k) Plan and Trust ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sgh Profit Sharing & 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lg Electronics Retirement Plan in NJ ($331M, 3,128 participants).
Which 401(k) plans cover a similar participant headcount to Sgh Profit Sharing & 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Skyward, Inc. 401(k) Plan in WI (637 participants, $75M 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 042256923.

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.