401(k) · DOL Form 5500 · 2022

Simon Pearce US Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
239
Participants Below avg headcount
71st
Percentile by assets National rank
$58,255
Avg per participant Low balance/head
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Official DOL plan name: Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Simon Pearce US Inc · Vermont · Manufacturing

$14M in assets, 239 participants

Simon Pearce US Inc's Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 239 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,437 in Manufacturing (20,602 peers)

Simon Pearce US Inc multi-year trail

Simon Pearce US Inc's plans moved +34.3% in assets from 2022 to 2024; this filing shows Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust at $14M / 239 participants.

#12,437
in Manufacturing (20,602 peers)
-10.4%
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.

Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,922,952 Top 29% higher than 71% 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

Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust 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. Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (239 participants).

EBSA filing schedule strip

Filing strip 030278920 · Simon Pearce US Inc PY 2022 · 401(k)

Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust · $14M · 239 · 71st

  • NET $14M
  • BOOK 239
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Eutaw Construction Company, Inc. 401(k) Plan
  • EBSA ind #12437

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 Vermont →

Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jwc Environmental 401(k) Plan$14MSunrise Community Health 401(k) Safe Harbor PlanSunrise Community Health 401…$14MSimon Pearce (US) Inc 401(k) Profit Sharing Plan & TrustSimon Pearce (US) Inc 401(k)…$14MEutaw Construction Company, Inc. 401(k) PlanEutaw Construction Company, …$14MReynolds Services, Inc. 401(k) Profit Sharing PlanReynolds Services, Inc. 401(…$14M
End-of-year total assets ($M) among Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Simon Pearce US Inc multi-year asset trail

Sponsor-wide plan assets over time

All Simon Pearce US Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.260047725511086% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $18.7M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 239 $14M
2023 1 249 $16M
2024 1 242 $19M

Simon Pearce US Inc filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN030278920
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.013922952 · Participants: 239Simon Pearce (US) Inc 401(k) Profit Sharing Plan & TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Eutaw Construction Company, Inc. 401(k) Plan in MS ($14M); by covered participants it is Atlantic Casualty Insurance Company 401(k) Profit Sharing Plan in NC (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.4% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Simon Pearce US Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Pearce US Inc's sponsor-wide assets grew 34.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eutaw Construction Company, Inc. 401(k) Plan in MS ($14M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Simon Pearce (US) Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Casualty Insurance Company 401(k) Profit Sharing Plan in NC (239 participants, N/A 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 030278920.

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.