401(k) · DOL Form 5500 · 2022
Samuel Son & Co (USA) Inc. 401(k) 401(k) Plan
Data updated 2026-08-25
- $178M
- Total assets Near avg plan size
- 3,141
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $56,692
- Avg per participant Low balance/head
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.
- #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.
- #19,059
- in Manufacturing (20,602 peers)
- -19.9%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
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.
Samuel Son & Co (USA) Inc. 401(k) Plan's outsized position by total assets
Samuel Son & Co (USA) Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$178,069,071 Top 5% higher than 95% 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
Samuel Son & Co (USA) Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel Son & Co (USA) Inc. 401(k) Plan lands in the large band (3,141 participants).
EBSA filing schedule strip
Filing strip 061251791 · Samuel Son & Co (USA) Inc. 401(k) PY 2022 · 401(k)
Samuel Son & Co (USA) Inc. 401(k) Plan · $178M · 3,141 · 95th
- SCH $178M
- EBSA 3,141
- PART 95th
- TYPE 401(k)
- NET near Ulmer & Berne LLP Retirement/401(k) Plan and Trust
- BOOK ind #19059
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 →
Samuel Son & Co (USA) Inc. 401(k) Plan in the asset neighbourhood
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))
Sponsor-wide plan assets over time
All Samuel Son & Co (USA) Inc. 401(k) plans reported in each filing year
- Latest sponsor-wide plan assets
- $204M 13.542378747493375% vs 2022
- 2024 filing year
| 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.
- 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
Samuel Son & Co (USA) Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Ulmer & Berne LLP Retirement/401(k) Plan and Trust in OH ($178M); by covered participants it is Helix Electric, Inc. 401(k) Savings Plan in CA (3,140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($178M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,141 participants); asset peers above are excluded.
- Helix Electric, Inc. 401(k) Savings Plan (CA) 3,140 · 1 off
- Carpenter Technology 401(k) Retirement Plan (PA) 3,143 · 2 off
- Retirement Savings Plan for Employees of Continental - Automotive Systems (SC) 3,143 · 2 off
- North American Dental Management, LLC 401(k) Plan (PA) 3,144 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.