401(k) · DOL Form 5500 · 2022

The Simons Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
503
Participants Below avg headcount
90th
Percentile by assets National rank
$135,078
Avg per participant Near avg balance/head
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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.

  • #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.

#8,065
in Other Services (8,398 peers)
-5.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

The Simons Foundation, Inc. 401(k) Plan's outsized position 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

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

The Simons Foundation, Inc. 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. The Simons Foundation, Inc. 401(k) Plan sits mid-pack in the medium band (503 participants).

Plan-year Form 5500 strip

Filing strip 133794889 · The Simons Foundation, Inc. PY 2022 · 401(k)

The Simons Foundation, Inc. 401(k) Plan · $68M · 503 · 90th

  • BOOK $68M
  • VS-ST 503
  • BOY 90th
  • SCH 401(k)
  • EBSA near Major Brands, Inc. Employees' 401(k) Plan
  • PART ind #8065

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 Other Services retirement plans → · Plans in New York →

The Simons Foundation, Inc. 401(k) Plan in the asset neighbourhood

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing PlanLattimore, Black, Morgan & C…$68MMajor Brands, Inc. Employees' 401(k) PlanMajor Brands, Inc. Employees…$68MThe Simons Foundation, Inc. 401(k) PlanThe Simons Foundation, Inc. …$68MOrthosouth 401(k) Profit Sharing PlanOrthosouth 401(k) Profit Sha…$68MMactac 401(k) and Profit Sharing PlanMactac 401(k) and Profit Sha…$68M
End-of-year total assets ($M) among The Simons Foundation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$68M
Net Income-$4M
Employer EIN133794889
Plan Effective Date2003-11-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Simons Foundation, Inc.)

Sponsor-wide plan assets over time

All The Simons Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 76.51609140358718% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $67.9M $120M ▲ +76.5%
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.

The Simons Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Simons Foundation, Inc. 401(k) Plan, Total assets ($B): 0.067944073 · Participants: 503The Simons Foundation, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Simons Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Simons Foundation, Inc. 401(k) Plan side-by-side with 3 peers →

The Simons Foundation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Major Brands, Inc. Employees' 401(k) Plan in MO ($68M); by covered participants it is Southwood Realty 401(k) Plan in NC (503 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (503 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 The Simons Foundation, Inc. 401(k) Plan assets move in 2022? ▼
The Simons Foundation, Inc. 401(k) Plan pulled back noticeably - down 5.2% during 2022, from $72M to $68M. Reported net income was -$4M.
How have The Simons Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Simons Foundation, Inc.'s sponsor-wide assets grew 76.5%, from $68M to $120M.
Where does The Simons Foundation, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Simons Foundation, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Simons Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Major Brands, Inc. Employees' 401(k) Plan in MO ($68M, 582 participants).
Which 401(k) plans cover a similar participant headcount to The Simons Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwood Realty 401(k) Plan in NC (503 participants, $3M 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 133794889.

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.