401(k) · DOL Form 5500 · 2022
Simon Hegele Healthcare Solutions, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $24,998
- Avg per participant Low balance/head
Official DOL plan name: Simon Hegele 401(k) Plan · Sponsored by Simon Hegele Healthcare Solutions, LLC · Illinois · Manufacturing
$2M in assets, 99 participants
Simon Hegele Healthcare Solutions, LLC's Simon Hegele 401(k) Plan reported $2M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #4,227 in Manufacturing (20,602 peers)
2022 asset change
Simon Hegele 401(k) Plan declined sharply 20.2% in 2022 ($3M → $2M) for 99 participants.
- #4,227
- in Manufacturing (20,602 peers)
- -20.2%
- assets change YoY
The plan reported a net loss of $626K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Simon Hegele 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Simon Hegele 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,474,788 37th percentile higher than 37% 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 Hegele 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Hegele 401(k) Plan is a small filing (99 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 680585429 · Simon Hegele Healthcare Solutions, LLC PY 2022 · 401(k)
Simon Hegele 401(k) Plan · $2M · 99 · 37th
- PART $2M
- TYPE 99
- NET 37th
- BOOK 401(k)
- VS-ST near Boland Eye Center, P.C. Profit Sharing Plan
- BOY ind #4227
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 Manufacturing retirement plans → · Plans in Illinois →
Simon Hegele 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$626K |
| Employer EIN | 680585429 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Simon Hegele 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Boland Eye Center, P.C. Profit Sharing Plan in GA ($2M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Osco 401(k) Plan (OH) 99 · 0 off
- Scopus It Inc 401(k) Profit Sharing Plan & Trust (CT) 99 · 0 off
- Jottan, Inc. Retirement Savings Plan (NJ) 99 · 0 off
- Milwaukee Public Museum, Inc. 401(k) Savings Plan (WI) 99 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.