401(k) · DOL Form 5500 · 2022
Samuel Son & Co (USA) Inc. 401(k) 401(k) Plan
Data updated 2026-08-11
- $178M
- Total assets
- 3,141
- Participants
- 95th
- Percentile by assets
- $56,692
- Avg per participant
Official DOL plan name: Samuel Son & Co (USA) Inc. 401(k) Plan · Sponsored by Samuel Son & Co (USA) Inc. 401(k) · Illinois · Manufacturing
$178M in assets, 3,141 participants
Samuel Son & Co (USA) Inc. 401(k)'s Samuel Son & Co (USA) Inc. 401(k) Plan reported $178M in total assets and 3,141 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #19,059 in Manufacturing (20,602 peers)
Coverage in Illinois
Samuel Son & Co (USA) Inc. 401(k) Plan covers 3,141 participants in Illinois, 4.0x the typical Illinois plan (state average ~779 per filing). Assets: $178M.
- $178M
- total plan assets (2022 EOY)
- 3,141
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $56,692
- avg assets per participant
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Samuel Son & Co (USA) Inc. 401(k) Plan reports 3,141 participants - 4.0x that state average ($178M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $178M |
| Net Income | -$44M |
| Employer EIN | 061251791 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samuel Son & Co (USA) Inc. 401(k))
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,329 | $180M |
| 2023 | 2 | 3,367 | $195M |
| 2024 | 2 | 3,227 | $204M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Samuel Son & Co (USA) Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Samuel Son & Co (USA) Inc. 401(k) Plan by total assets, not by location.
- Ulmer & Berne LLP Retirement/401(k) Plan and Trust (OH) $178M · 326
- American Systems Corporation Employee Savings and Security 401(k) Plan (VA) $178M · 1,538
- Roller Bearing Company of America 401(k) Plan (CT) $178M · 2,919
- Lhm Retirement Savings Plan (GA) $178M · 4,464
Frequently Asked Questions
How did Samuel Son & Co (USA) Inc. 401(k) Plan assets move in 2022? ▼
How have Samuel Son & Co (USA) Inc. 401(k) plan assets changed over time? ▼
Where does Samuel Son & Co (USA) Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Samuel Son & Co (USA) Inc. 401(k) Plan
Filing takeaways
Ways to act on Samuel Son & Co (USA) Inc. 401(k) Plan's numbers.
- By total assets, Samuel Son & Co (USA) Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Samuel Son & Co (USA) Inc. 401(k)'s sponsor-wide assets have grown 13.5% since 2022 across 3 plan years on file. More Manufacturing plans