401(k) · DOL Form 5500 · 2022
Simon Property Group, L.P. 401(k) Plan
Data updated 2026-08-11
- $476M
- Total assets
- 3,271
- Participants
- 98th
- Percentile by assets
- $145,528
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $476M
- total plan assets (2022 EOY)
- 3,271
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $145,528
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Simon Property Group and Adopting Entities Matching Savings Plan reports 3,271 participants - 6.0x that state average ($476M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $585M |
|---|---|
| Net Assets (End of Year) | $476M |
| Net Income | -$109M |
| Employer EIN | 341755769 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simon Property Group, L.P.)
| 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
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Simon Property Group and Adopting Entities Matching Savings Plan by total assets, not by location.
- Husch Blackwell LLP 401(k) Plan (MO) $476M · 1,325
- Ugi Utilities, Inc. Savings Plan (PA) $476M · 2,360
- Beam Suntory Retirement Savings Plan (IL) $476M · 1,788
- Sanmina Corporation 401(k) Plan (CA) $476M · 5,556
Frequently Asked Questions
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Filing takeaways
Ways to act on Simon Property Group and Adopting Entities Matching Savings Plan's numbers.
- By total assets, Simon Property Group and Adopting Entities Matching Savings Plan 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 Indiana. Compare plans
- Simon Property Group, L.P.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Real Estate plans