401(k) · DOL Form 5500 · 2022

Simplex Investments, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
133
Participants Small participant base
82nd
Percentile by assets National rank
$212,464
Avg per participant Above avg balance/head
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Official DOL plan name: Simplex Investments, LLC. 401(k) Plan · Sponsored by Simplex Investments, LLC · Illinois · Finance & Insurance

$28M in assets, 133 participants

Simplex Investments, LLC's Simplex Investments, LLC. 401(k) Plan reported $28M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,583 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Simplex Investments, LLC. 401(k) Plan covers 133 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $28M.

#6,583
in Finance & Insurance (9,261 peers)
-8.1%
assets change YoY
0.3×
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.

Simplex Investments, LLC. 401(k) Plan's outsized position by total assets

Simplex Investments, LLC. 401(k) Plan vs every filed plan by assets

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

$28,257,726 Top 18% higher than 82% 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

Simplex Investments, LLC. 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. Simplex Investments, LLC. 401(k) Plan sits mid-pack in the medium band (133 participants).

Plan-year Form 5500 strip

Filing strip 364519916 · Simplex Investments, LLC PY 2022 · 401(k)

Simplex Investments, LLC. 401(k) Plan · $28M · 133 · 82nd

  • PCT $28M
  • PCT 133
  • PCT 82nd
  • PCT 401(k)
  • PCT near Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan
  • PCT ind #6583

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 Illinois →

Simplex Investments, LLC. 401(k) Plan in the asset neighbourhood

Simplex Investments, LLC. 401(k) PlanSimplex Investments, LLC. 40…$28MWatauga Orthopaedics, PLC 401(k) Profit Sharing PlanWatauga Orthopaedics, PLC 40…$28MArtiflex Manufacturing Gerstco Division Deferred Profit Sharing PlanArtiflex Manufacturing Gerst…$28MIngenico, Inc. 401(k) Plan$28M1st United Credit Union Profit Sharing and Savings Plan1st United Credit Union Prof…$28M
End-of-year total assets ($M) among Simplex Investments, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$2M
Employer EIN364519916
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplex Investments, LLC)

Sponsor-wide plan assets over time

All Simplex Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 52.161553976424% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $43M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 133 $28M
2023 1 99 $35M
2024 1 100 $43M

Nearby 401(k) Plans in Illinois

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

Simplex Investments, LLC. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Simplex Investments, LLC. 401(k) Plan, Total assets ($B): 0.028257726 · Participants: 133Simplex Investments, LLC. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Simplex Investments, LLC. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Simplex Investments, LLC. 401(k) Plan side-by-side with 3 peers →

Simplex Investments, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan in TN ($28M); by covered participants it is Voyetra Turtle Beach 401(k) Plan in NY (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Simplex Investments, LLC. 401(k) Plan assets move in 2022? ▼
Simplex Investments, LLC. 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $31M to $28M. Reported net income was -$2M.
How have Simplex Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplex Investments, LLC's sponsor-wide assets grew 52.2%, from $28M to $43M.
Where does Simplex Investments, LLC. 401(k) Plan rank by assets among Form 5500 filers? ▼
Simplex Investments, LLC. 401(k) Plan ranks in the 82nd 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 Simplex Investments, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan in TN ($28M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Simplex Investments, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Voyetra Turtle Beach 401(k) Plan in NY (133 participants, $8M 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 364519916.

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.