401(k) · DOL Form 5500 · 2022
The Simons Foundation, Inc. 401(k) Plan
Data updated 2026-08-11
- $68M
- Total assets
- 503
- Participants
- 90th
- Percentile by assets
- $135,078
- Avg per participant
Official DOL plan name: The Simons Foundation, Inc. 401(k) Plan · Sponsored by The Simons Foundation, Inc. · New York · Other Services
$68M in assets, 503 participants
The Simons Foundation, Inc.'s The Simons Foundation, Inc. 401(k) Plan reported $68M in total assets and 503 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #8,065 in Other Services (8,398 peers)
Where The Simons Foundation, Inc. 401(k) Plan sits by assets
The Simons Foundation, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $68M for 503 participants (~$135,078/participant), down 5.2% in 2022.
- $68M
- total plan assets (2022 EOY)
- 503
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $135,078
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Simons Foundation, Inc. 401(k) Plan sits by total assets
The Simons Foundation, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,944,073 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Simons Foundation, Inc. 401(k) Plan vs the 2022 asset distribution
By assets, The Simons Foundation, Inc. 401(k) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$4M |
| Employer EIN | 133794889 |
| Plan Effective Date | 2003-11-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Simons Foundation, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 503 | $68M |
| 2023 | 1 | 566 | $94M |
| 2024 | 1 | 609 | $120M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
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401(k) plans in other states closest to The Simons Foundation, Inc. 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Next read for The Simons Foundation, Inc. 401(k) Plan
Scale reading
Ways to act on The Simons Foundation, Inc. 401(k) Plan's numbers.
- By total assets, The Simons Foundation, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- The Simons Foundation, Inc.'s sponsor-wide assets have grown 76.5% since 2022 across 3 plan years on file. More Other Services plans