401(k) · DOL Form 5500 · 2022

Simon Property Group, L.P. 401(k) Plan

Data updated 2026-08-25

$476M
Total assets Above avg plan size
3,271
Participants Above avg headcount
98th
Percentile by assets National rank
$145,528
Avg per participant Above avg balance/head
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Official DOL plan name: Simon Property Group and Adopting Entities Matching Savings Plan · Sponsored by Simon Property Group, L.P. · Indiana · Real Estate

$476M in assets, 3,271 participants

Simon Property Group, L.P.'s Simon Property Group and Adopting Entities Matching Savings Plan reported $476M in total assets and 3,271 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #5,039 in Real Estate (5,057 peers)

Coverage in Indiana

Simon Property Group and Adopting Entities Matching Savings Plan covers 3,271 participants in Indiana, 6.0x the typical Indiana plan (state average ~541 per filing). Assets: $476M.

#5,039
in Real Estate (5,057 peers)
-18.6%
assets change YoY
4.8×
vs typical plan assets (national mean)

The plan reported a net loss of $109M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simon Property Group and Adopting Entities Matching Savings Plan's outsized position by total assets

Simon Property Group and Adopting Entities Matching Savings Plan vs every filed plan by assets

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

$476,023,244 Top 2% higher than 98% 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 Property Group and Adopting Entities Matching Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Property Group and Adopting Entities Matching Savings Plan lands in the large band (3,271 participants).

Plan-year Form 5500 strip

Filing strip 341755769 · Simon Property Group, L.P. PY 2022 · 401(k)

Simon Property Group and Adopting Entities Matching Savings Plan · $476M · 3,271 · 98th

  • BOY $476M
  • BOY 3,271
  • BOY 98th
  • BOY 401(k)
  • BOY near Husch Blackwell LLP 401(k) Plan
  • BOY ind #5039

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 Real Estate retirement plans → · Plans in Indiana →

Simon Property Group and Adopting Entities Matching Savings Plan in the asset neighbourhood

Sanmina Corporation 401(k) PlanSanmina Corporation 401(k) P…$476MUgi Utilities, Inc. Savings PlanUgi Utilities, Inc. Savings …$476MHusch Blackwell LLP 401(k) PlanHusch Blackwell LLP 401(k) P…$476MSimon Property Group and Adopting Entities Matching Savings PlanSimon Property Group and Ado…$476MBeam Suntory Retirement Savings PlanBeam Suntory Retirement Savi…$476M
End-of-year total assets ($M) among Simon Property Group and Adopting Entities Matching Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$585M
Net Assets (End of Year)$476M
Net Income-$109M
Employer EIN341755769
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Property Group, L.P.)

Sponsor-wide plan assets over time

All Simon Property Group, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$598M 25.548158526477334% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $476M $598M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 3,271 $476M
2023 1 3,390 $543M
2024 1 3,474 $598M

Nearby 401(k) Plans in Indiana

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

Simon Property Group and Adopting Entities Matching Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0246810 Total assets ($B) Participants Simon Property Group and Adopting Entities Matching Savings Plan, Total assets ($B): 0.476023244 · Participants: 3271Simon Property Group and Adopting Entities Matching Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Simon Property Group and Adopting Entities Matching Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Simon Property Group and Adopting Entities Matching Savings Plan side-by-side with 3 peers →

Simon Property Group and Adopting Entities Matching Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Husch Blackwell LLP 401(k) Plan in MO ($476M); by covered participants it is Alpha Metallurgical Resources 401(k) Retirement Savings Plan in TN (3,271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($476M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,271 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 Property Group and Adopting Entities Matching Savings Plan assets move in 2022? ▼
Simon Property Group and Adopting Entities Matching Savings Plan declined sharply - down 18.6% during 2022, from $585M to $476M. Reported net income was -$109M.
How have Simon Property Group, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Property Group, L.P.'s sponsor-wide assets grew 25.5%, from $476M to $598M.
Where does Simon Property Group and Adopting Entities Matching Savings Plan rank by assets among Form 5500 filers? ▼
Simon Property Group and Adopting Entities Matching Savings Plan ranks in the 98th 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 Simon Property Group and Adopting Entities Matching Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Husch Blackwell LLP 401(k) Plan in MO ($476M, 1,325 participants).
Which 401(k) plans cover a similar participant headcount to Simon Property Group and Adopting Entities Matching Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alpha Metallurgical Resources 401(k) Retirement Savings Plan in TN (3,271 participants, $297M 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 341755769.

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.