401(k) · DOL Form 5500 · 2022

Simcorp USA Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
141
Participants Small participant base
78th
Percentile by assets National rank
$145,813
Avg per participant Above avg balance/head
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Official DOL plan name: Simcorp USA Inc. 401(k) Plan · Sponsored by Simcorp USA Inc. · New York · Finance & Insurance

$21M in assets, 141 participants

Simcorp USA Inc.'s Simcorp USA Inc. 401(k) Plan reported $21M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,971 in Finance & Insurance (9,261 peers)

Coverage in New York

Simcorp USA Inc. 401(k) Plan covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $21M.

#5,971
in Finance & Insurance (9,261 peers)
-10.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simcorp USA Inc. 401(k) Plan's outsized position by total assets

Simcorp USA Inc. 401(k) Plan vs every filed plan by assets

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

$20,559,692 Top 22% higher than 78% 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

Simcorp USA 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. Simcorp USA Inc. 401(k) Plan sits mid-pack in the medium band (141 participants).

EBSA filing schedule strip

Filing strip 134135820 · Simcorp USA Inc. PY 2022 · 401(k)

Simcorp USA Inc. 401(k) Plan · $21M · 141 · 78th

  • IND $21M
  • IND 141
  • IND 78th
  • IND 401(k)
  • IND near Adept Fasteners, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #5971

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 Finance & Insurance retirement plans → · Plans in New York →

Simcorp USA Inc. 401(k) Plan in the asset neighbourhood

Simcorp USA Inc. 401(k) Plan$21MAdept Fasteners, Inc. 401(k) Profit Sharing Plan and TrustAdept Fasteners, Inc. 401(k)…$21MKenosha Beef International 401(k) PlanKenosha Beef International 4…$21MBurk Royalty Co.,Ltd 401(k) PlanBurk Royalty Co.,Ltd 401(k) …$21MHukariascendent, Inc. 401(k) Profit Sharing PlanHukariascendent, Inc. 401(k)…$21M
End-of-year total assets ($M) among Simcorp USA Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$21M
Net Income-$2M
Employer EIN134135820
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simcorp USA Inc.)

Sponsor-wide plan assets over time

All Simcorp USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 47.70527690784473% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.6M $30.4M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 141 $21M
2023 1 137 $26M
2024 1 125 $30M

Nearby 401(k) Plans in New York

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

Simcorp USA 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 ($B) Participants Simcorp USA Inc. 401(k) Plan, Total assets ($B): 0.020559692 · Participants: 141Simcorp USA 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
Simcorp USA Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Simcorp USA 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 Adept Fasteners, Inc. 401(k) Profit Sharing Plan and Trust in CA ($21M); by covered participants it is Bel Red Energy Solutions 401(k) Plan in WA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Simcorp USA Inc. 401(k) Plan assets move in 2022?
Simcorp USA Inc. 401(k) Plan pulled back noticeably - down 10.0% during 2022, from $23M to $21M. Reported net income was -$2M.
How have Simcorp USA Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Simcorp USA Inc.'s sponsor-wide assets grew 47.7%, from $21M to $30M.
Where does Simcorp USA Inc. 401(k) Plan rank by assets among Form 5500 filers?
Simcorp USA Inc. 401(k) Plan ranks in the 78th 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 Simcorp USA Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Adept Fasteners, Inc. 401(k) Profit Sharing Plan and Trust in CA ($21M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Simcorp USA Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bel Red Energy Solutions 401(k) Plan in WA (141 participants, N/A in assets).