401(k) · DOL Form 5500 · 2022
Simonson Properties Company 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $63,296
- Avg per participant Low balance/head
Official DOL plan name: Simonson Properties Company 401(k) Savings Plan · Sponsored by Simonson Properties Company · Minnesota · Retail Trade
$13M in assets, 206 participants
Simonson Properties Company's Simonson Properties Company 401(k) Savings Plan reported $13M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #7,669 in Retail Trade (9,519 peers)
Coverage in Minnesota
Simonson Properties Company 401(k) Savings Plan covers 206 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.
- #7,669
- in Retail Trade (9,519 peers)
- -13.4%
- assets change YoY
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.
Simonson Properties Company 401(k) Savings Plan's outsized position by total assets
Simonson Properties Company 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,039,064 Top 30% higher than 70% 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
Simonson Properties Company 401(k) Savings 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. Simonson Properties Company 401(k) Savings Plan sits mid-pack in the medium band (206 participants).
Plan-year Form 5500 strip
Filing strip 411289033 · Simonson Properties Company PY 2022 · 401(k)
Simonson Properties Company 401(k) Savings Plan · $13M · 206 · 70th
- BOOK $13M
- BOOK 206
- BOOK 70th
- BOOK 401(k)
- BOOK near Austin Retina Associates 401(k) Profit Sharing Plan
- BOOK ind #7669
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 Retail Trade retirement plans → · Plans in Minnesota →
Simonson Properties Company 401(k) Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 411289033 |
| Plan Effective Date | 1995-07-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simonson Properties Company)
Sponsor-wide plan assets over time
All Simonson Properties Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $13M |
| 2023 | 1 | 235 | $16M |
| 2024 | 1 | 294 | N/A |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Simonson Properties Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Austin Retina Associates 401(k) Profit Sharing Plan in TX ($13M); by covered participants it is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Westrec Properties, Inc. & Affiliated Companies 401(k) Plan (CA) 206 · 0 off
- Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan (TX) 206 · 0 off
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) 206 · 0 off
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) 206 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.