401(k) · DOL Form 5500 · 2022

Simon Kucher & Partners LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
323
Participants Below avg headcount
84th
Percentile by assets National rank
$99,620
Avg per participant Below avg balance/head
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Official DOL plan name: Simon Kucher & Partners 401(k) Plan · Sponsored by Simon Kucher & Partners LLC · Massachusetts · Professional & Technical Services

$32M in assets, 323 participants

Simon Kucher & Partners LLC's Simon Kucher & Partners 401(k) Plan reported $32M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,182 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Simon Kucher & Partners 401(k) Plan covers 323 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.

#18,182
in Professional & Technical Services (21,562 peers)
-9.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simon Kucher & Partners 401(k) Plan's outsized position by total assets

Simon Kucher & Partners 401(k) Plan vs every filed plan by assets

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

$32,177,204 Top 16% higher than 84% 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 Kucher & Partners 401(k) 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 Kucher & Partners 401(k) Plan sits mid-pack in the medium band (323 participants).

Plan-year Form 5500 strip

Filing strip 043327903 · Simon Kucher & Partners LLC PY 2022 · 401(k)

Simon Kucher & Partners 401(k) Plan · $32M · 323 · 84th

  • RANK $32M
  • PHOTO 323
  • IND 84th
  • EOY 401(k)
  • 5500 near Dwk Life Sciences LLC 401(k) and Capital Accumulation Plan
  • ASSETS ind #18182

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 →

Simon Kucher & Partners 401(k) Plan in the asset neighbourhood

Mid-America Transplant Services Savings and Investment PlanMid-America Transplant Servi…$32MTrail Blazers Savings and Retirement PlanTrail Blazers Savings and Re…$32MSimon Kucher & Partners 401(k) PlanSimon Kucher & Partners 401(…$32MDwk Life Sciences LLC 401(k) and Capital Accumulation PlanDwk Life Sciences LLC 401(k)…$32MEagle View Technologies, Inc. 401(k) Profit Sharing PlanEagle View Technologies, Inc…$32M
End-of-year total assets ($M) among Simon Kucher & Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$32M
Net Income-$3M
Employer EIN043327903
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Kucher & Partners LLC)

Sponsor-wide plan assets over time

All Simon Kucher & Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 59.29281487602217% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.2M $51.3M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 323 $32M
2023 1 410 $40M
2024 1 319 $51M

Nearby 401(k) Plans in Massachusetts

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

Simon Kucher & Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Simon Kucher & Partners 401(k) Plan, Total assets ($B): 0.032177204 · Participants: 323Simon Kucher & Partners 401(k) PlanFidelity 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
Simon Kucher & Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Simon Kucher & Partners 401(k) Plan side-by-side with 3 peers →

Simon Kucher & Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dwk Life Sciences LLC 401(k) and Capital Accumulation Plan in NJ ($32M); by covered participants it is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Kucher & Partners 401(k) Plan assets move in 2022? ▼
Simon Kucher & Partners 401(k) Plan pulled back noticeably - down 9.3% during 2022, from $35M to $32M. Reported net income was -$3M.
How have Simon Kucher & Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Kucher & Partners LLC's sponsor-wide assets grew 59.3%, from $32M to $51M.
Where does Simon Kucher & Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Simon Kucher & Partners 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Simon Kucher & Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dwk Life Sciences LLC 401(k) and Capital Accumulation Plan in NJ ($32M, 455 participants).
Which 401(k) plans cover a similar participant headcount to Simon Kucher & Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants, $46M 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 043327903.

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.