401(k) · DOL Form 5500 · 2022
Simon Roofing & Sheet Metal Corp 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 377
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $73,256
- Avg per participant Below avg balance/head
Official DOL plan name: Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing · Sponsored by Simon Roofing & Sheet Metal Corp · Ohio · Construction
$28M in assets, 377 participants
Simon Roofing & Sheet Metal Corp's Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing reported $28M in total assets and 377 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.
- #8,031 in Construction (9,927 peers)
Coverage in Ohio
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing covers 377 participants in Ohio, about 49% of the average Ohio filer (state average ~765 per filing). Assets: $28M.
- #8,031
- in Construction (9,927 peers)
- -15.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing's outsized position by total assets
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,617,682 Top 18% higher than 82% 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
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing 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. Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing sits mid-pack in the medium band (377 participants).
EBSA filing schedule strip
Filing strip 341430114 · Simon Roofing & Sheet Metal Corp PY 2022 · 401(k)
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing · $28M · 377 · 82nd
- IND $28M
- EOY 377
- 5500 82nd
- ASSETS 401(k)
- PCT near Intercontinental Companies 401(k) Savings Plan
- EIN ind #8031
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 Construction retirement plans → · Plans in Ohio →
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 341430114 |
| Plan Effective Date | 1986-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simon Roofing & Sheet Metal Corp)
Sponsor-wide plan assets over time
All Simon Roofing & Sheet Metal Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 17.949048004825315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $28M |
| 2023 | 1 | 356 | $29M |
| 2024 | 1 | 450 | $33M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Intercontinental Companies 401(k) Savings Plan in MA ($28M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Intercontinental Companies 401(k) Savings Plan (MA) $28M · 112
- Life Extension Foundation Buyers Club Inc. 401(k) (FL) $28M · 477
- Nth Degree 401(k) Plan (GA) $28M · 252
- Polen Capital Management, L. L. C. 401(k) Plan (FL) $28M · 133
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
- Jim Lupient Companies Employee Savings Plan (MN) 377 · 0 off
- Progressive Converting Inc 401(k) Plan (WI) 377 · 0 off
- Kett Engineering Corporation Retirement Plan (CA) 377 · 0 off
- Arcadia Solutions Retirement Savings Plan (MA) 377 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.