401(k) · DOL Form 5500 · 2022

Simmons Perrine Moyer Bergman PLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
96
Participants Small participant base
87th
Percentile by assets National rank
$455,033
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust · Sponsored by Simmons Perrine Moyer Bergman PLC · Iowa · Professional & Technical Services

$44M in assets, 96 participants

Simmons Perrine Moyer Bergman PLC's Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust reported $44M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,918 in Professional & Technical Services (21,562 peers)

Where Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust sits by assets

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $44M for 96 participants (~$455,033/participant), down 16.6% in 2022.

#18,918
in Professional & Technical Services (21,562 peers)
-16.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$43,683,128 Top 13% higher than 87% 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

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust is a small filing (96 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 420665669 · Simmons Perrine Moyer Bergman PLC PY 2022 · 401(k)

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust · $44M · 96 · 87th

  • PART $44M
  • PART 96
  • PART 87th
  • PART 401(k)
  • PART near Homewood Disposal Service, Inc. 401(k) Profit Sharing Plan
  • PART ind #18918

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 Iowa →

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Local Union No. 4, IBEW Pension PlanLocal Union No. 4, IBEW Pens…$44MDean Mcgee Eye Institute 401(k) Retirement PlanDean Mcgee Eye Institute 401…$44MSimmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & TrustSimmons Perrine Moyer Bergma…$44MHomewood Disposal Service, Inc. 401(k) Profit Sharing PlanHomewood Disposal Service, I…$44MHerzing University, Ltd. Savings PlanHerzing University, Ltd. Sav…$44M
End-of-year total assets ($M) among Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$44M
Net Income-$9M
Employer EIN420665669
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simmons Perrine Moyer Bergman PLC)

Sponsor-wide plan assets over time

All Simmons Perrine Moyer Bergman PLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 30.082841137200617% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.7M $56.8M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 96 $44M
2023 1 94 $49M
2024 1 107 $57M

Nearby 401(k) Plans in Iowa

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

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.043683128 · Participants: 96Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & TrustThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Homewood Disposal Service, Inc. 401(k) Profit Sharing Plan in IL ($44M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust declined sharply - down 16.6% during 2022, from $52M to $44M. Reported net income was -$9M.
How have Simmons Perrine Moyer Bergman PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simmons Perrine Moyer Bergman PLC's sponsor-wide assets grew 30.1%, from $44M to $57M.
Where does Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust ranks in the 87th 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 Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Homewood Disposal Service, Inc. 401(k) Profit Sharing Plan in IL ($44M, 581 participants).
Which 401(k) plans cover a similar participant headcount to Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 420665669.

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.