Profit Sharing · DOL Form 5500 · 2022

Charles T. Simon Company Profit Sharing Plan

Data updated 2026-08-25

$310K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$62,046
Avg per participant Low balance/head
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Official DOL plan name: Simon Group Profit-Sharing Plan · Sponsored by Charles T. Simon Company · Ohio · Professional & Technical Services

$310K in assets, 5 participants

Charles T. Simon Company's Simon Group Profit-Sharing Plan reported $310K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,408 in Professional & Technical Services (21,562 peers)

Charles T. Simon Company multi-year trail

Charles T. Simon Company's plans moved +23.8% in assets from 2022 to 2024; this filing shows Simon Group Profit-Sharing Plan at $310K / 5 participants.

#2,408
in Professional & Technical Services (21,562 peers)
+20.0%
assets growth YoY

Simon Group Profit-Sharing Plan among the smaller filed plans by assets

Simon Group Profit-Sharing Plan vs every filed plan by assets

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

$310,230 14th percentile higher than 14% 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 Group Profit-Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Group Profit-Sharing Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 341315369 · Charles T. Simon Company PY 2022 · Profit Sharing

Simon Group Profit-Sharing Plan · $310K · 5 · 14th

  • EOY $310K
  • 5500 5
  • ASSETS 14th
  • PCT Profit Sharing
  • EIN near Highway 52 Enterprises, Inc. Profit Sharing Plan
  • RANK ind #2408

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 Ohio →

Simon Group Profit-Sharing Plan in the asset neighbourhood

Simon Group Profit-Sharing PlanSimon Group Profit-Sharing P…$310KHighway 52 Enterprises, Inc. Profit Sharing PlanHighway 52 Enterprises, Inc.…$310KCapital Phones Inc. Profit Sharing PlanCapital Phones Inc. Profit S…$310KLmfm Roth Inc. Retirement PlanLmfm Roth Inc. Retirement Pl…$310KTocura Healthcare Staffing Inc. Retirement PlanTocura Healthcare Staffing I…$310K
End-of-year total assets ($M) among Simon Group Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Charles T. Simon Company multi-year asset trail

Sponsor-wide plan assets over time

All Charles T. Simon Company plans reported in each filing year

Latest sponsor-wide plan assets
$384K 23.79170293008413% vs 2022
2024 filing year
$0.3M$0.35M$0.4M 202220232024 $0.31M $0.38M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 5 $310K
2023 1 5 $332K
2024 1 5 $384K

Charles T. Simon Company filing trail (2022)

Total Assets (Beginning of Year)$259K
Net Assets (End of Year)$310K
Net Income$52K
Employer EIN341315369
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Simon Group Profit-Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Simon Group Profit-Sharing Plan, Total assets ($B): 0.00031023 · Participants: 5Simon Group Profit-Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Simon Group Profit-Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Simon Group Profit-Sharing Plan side-by-side with 3 peers →

Simon Group Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Highway 52 Enterprises, Inc. Profit Sharing Plan in SC ($310K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Group Profit-Sharing Plan assets move in 2022? ▼
Simon Group Profit-Sharing Plan grew sharply - up 20.0% during 2022, from $259K to $310K. Reported net income was $52K.
How have Charles T. Simon Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles T. Simon Company's sponsor-wide assets grew 23.8%, from $310K to $384K.
Where does Simon Group Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Simon Group Profit-Sharing Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Simon Group Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Highway 52 Enterprises, Inc. Profit Sharing Plan in SC ($310K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Simon Group Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants, N/A 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 341315369.

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.