401(k) · DOL Form 5500 · 2022

Conroy Simberg, P.a. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
326
Participants Below avg headcount
83rd
Percentile by assets National rank
$94,349
Avg per participant Below avg balance/head
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Official DOL plan name: Conroy Simberg 401(k) Plan · Sponsored by Conroy Simberg, P.a. · Florida · Professional & Technical Services

$31M in assets, 326 participants

Conroy Simberg, P.a.'s Conroy Simberg 401(k) Plan reported $31M in total assets and 326 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,051 in Professional & Technical Services (21,562 peers)

Where Conroy Simberg 401(k) Plan sits by assets

Conroy Simberg 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 326 participants (~$94,349/participant), down 17.6% in 2022.

#18,051
in Professional & Technical Services (21,562 peers)
-17.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conroy Simberg 401(k) Plan's outsized position by total assets

Conroy Simberg 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,757,645 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Conroy Simberg 401(k) 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. Conroy Simberg 401(k) Plan sits mid-pack in the medium band (326 participants).

Plan-year Form 5500 strip

Filing strip 591943544 · Conroy Simberg, P.a. PY 2022 · 401(k)

Conroy Simberg 401(k) Plan · $31M · 326 · 83rd

  • EOY $31M
  • 5500 326
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Diamond Employee Savings and 401(k) Plan Profit Sharing Plan and Trust
  • RANK ind #18051

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 Professional & Technical Services retirement plans → · Plans in Florida →

Conroy Simberg 401(k) Plan in the asset neighbourhood

Conroy Simberg 401(k) Plan$31MDiamond Employee Savings and 401(k) Plan Profit Sharing Plan and TrustDiamond Employee Savings and…$31MNacds 401(k) Incentive Savings PlanNacds 401(k) Incentive Savin…$31MNovo Building Products$31MIomsa, P.C. Retirement Plan$31M
End-of-year total assets ($M) among Conroy Simberg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$7M
Employer EIN591943544
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conroy Simberg, P.a.)

Sponsor-wide plan assets over time

All Conroy Simberg, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 29.701913134116737% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.8M $39.9M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 326 $31M
2023 1 337 $36M
2024 1 342 $40M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Conroy Simberg 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Conroy Simberg 401(k) Plan, Total assets ($B): 0.030757645 · Participants: 326Conroy Simberg 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Conroy Simberg 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Conroy Simberg 401(k) Plan side-by-side with 3 peers →

Conroy Simberg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Diamond Employee Savings and 401(k) Plan Profit Sharing Plan and Trust in MD ($31M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (326 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Conroy Simberg 401(k) Plan assets move in 2022? ▼
Conroy Simberg 401(k) Plan declined sharply - down 17.6% during 2022, from $37M to $31M. Reported net income was -$7M.
How have Conroy Simberg, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conroy Simberg, P.a.'s sponsor-wide assets grew 29.7%, from $31M to $40M.
Where does Conroy Simberg 401(k) Plan rank by assets among Form 5500 filers? ▼
Conroy Simberg 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Conroy Simberg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diamond Employee Savings and 401(k) Plan Profit Sharing Plan and Trust in MD ($31M, 613 participants).
Which 401(k) plans cover a similar participant headcount to Conroy Simberg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (326 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591943544.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.