401(k) · DOL Form 5500 · 2022

Simon's Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
137
Participants Small participant base
37th
Percentile by assets National rank
$18,222
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Simon's Trucking, Inc. Retirement Plan · Sponsored by Simon's Trucking, Inc. · Iowa · Transportation & Warehousing

$2M in assets, 137 participants

Simon's Trucking, Inc.'s Simon's Trucking, Inc. Retirement Plan reported $2M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,458 in Transportation & Warehousing (3,876 peers)

Coverage in Iowa

Simon's Trucking, Inc. Retirement Plan covers 137 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $2M.

#1,458
in Transportation & Warehousing (3,876 peers)
-12.9%
assets change YoY

The plan reported a net loss of $370K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simon's Trucking, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Simon's Trucking, Inc. Retirement Plan vs every filed plan by assets

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

$2,496,358 37th percentile higher than 37% 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

Simon's Trucking, Inc. 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. Simon's Trucking, Inc. Retirement Plan sits mid-pack in the medium band (137 participants).

Plan-year Form 5500 strip

Filing strip 421364014 · Simon's Trucking, Inc. PY 2022 · 401(k)

Simon's Trucking, Inc. Retirement Plan · $2M · 137 · 37th

  • PART $2M
  • PART 137
  • PART 37th
  • PART 401(k)
  • PART near Jsm & Associates 401(k) Plan
  • PART ind #1458

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 Transportation & Warehousing retirement plans → · Plans in Iowa →

Simon's Trucking, Inc. Retirement Plan in the asset neighbourhood

Simon's Trucking, Inc. Retirement PlanSimon's Trucking, Inc. Retir…$2MJsm & Associates 401(k) Plan$2MM J Celco, Inc. 401(k) Plan$2MAdvanced Center for Urology, Inc. 401(k) PlanAdvanced Center for Urology,…$2MLendbuzz, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Simon's Trucking, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$370K
Employer EIN421364014
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Simon's Trucking, Inc. Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Simon's Trucking, Inc. Retirement Plan, Total assets ($B): 0.002496358 · Participants: 137Simon's Trucking, Inc. Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Simon's Trucking, Inc. Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Simon's Trucking, Inc. Retirement Plan side-by-side with 3 peers →

Simon's Trucking, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Jsm & Associates 401(k) Plan in FL ($2M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 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 (137 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 Simon's Trucking, Inc. Retirement Plan assets move in 2022? ▼
Simon's Trucking, Inc. Retirement Plan pulled back noticeably - down 12.9% during 2022, from $3M to $2M. Reported net income was -$370K.
Which 401(k) plans are similar in size to Simon's Trucking, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jsm & Associates 401(k) Plan in FL ($2M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Simon's Trucking, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M 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 421364014.

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.