401(k) · DOL Form 5500 · 2022

Simply Storage Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
219
Participants Below avg headcount
45th
Percentile by assets National rank
$17,818
Avg per participant Low balance/head
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Official DOL plan name: Simply Storage Management , LLC 401(k) Plan · Sponsored by Simply Storage Management, LLC · Florida · Real Estate

$4M in assets, 219 participants

Simply Storage Management, LLC's Simply Storage Management , LLC 401(k) Plan reported $4M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,219 in Real Estate (5,057 peers)

Coverage in Florida

Simply Storage Management , LLC 401(k) Plan covers 219 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#3,219
in Real Estate (5,057 peers)
+23.4%
assets growth YoY

Simply Storage Management , LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Simply Storage Management , LLC 401(k) Plan vs every filed plan by assets

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

$3,902,223 45th percentile higher than 45% 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

Simply Storage Management , LLC 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. Simply Storage Management , LLC 401(k) Plan sits mid-pack in the medium band (219 participants).

EBSA filing schedule strip

Filing strip 205333160 · Simply Storage Management, LLC PY 2022 · 401(k)

Simply Storage Management , LLC 401(k) Plan · $4M · 219 · 45th

  • 5500 $4M
  • 5500 219
  • 5500 45th
  • 5500 401(k)
  • 5500 near Latter & Blum Property Management, Inc. 401(k) Profit Sharing Plan & Trust
  • 5500 ind #3219

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 Real Estate retirement plans → · Plans in Florida →

Simply Storage Management , LLC 401(k) Plan in the asset neighbourhood

Simply Storage Management , LLC 401(k) PlanSimply Storage Management , …$4MLatter & Blum Property Management, Inc. 401(k) Profit Sharing Plan & TrustLatter & Blum Property Manag…$4MH.W. Hunter, Inc. 401(k) Plan$4MOmnium Realty Services (Texas), Inc. 401(k) PlanOmnium Realty Services (Texa…$4MHeat Makes Sense Shared Services, LLC 401(k) PlanHeat Makes Sense Shared Serv…$4M
End-of-year total assets ($M) among Simply Storage Management , LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$739K
Employer EIN205333160
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simply Storage Management, LLC)

Sponsor-wide plan assets over time

All Simply Storage Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$2M$4M$6M 20222023 $3.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 219 $4M
2023 1 339 N/A

Nearby 401(k) Plans in Florida

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

Simply Storage Management , LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Simply Storage Management , LLC 401(k) Plan, Total assets ($B): 0.003902223 · Participants: 219Simply Storage Management , LLC 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
Simply Storage Management , LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Simply Storage Management , LLC 401(k) Plan side-by-side with 3 peers →

Simply Storage Management , LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Latter & Blum Property Management, Inc. 401(k) Profit Sharing Plan & Trust in LA ($4M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Simply Storage Management , LLC 401(k) Plan assets move in 2022? ▼
Simply Storage Management , LLC 401(k) Plan grew sharply - up 23.4% during 2022, from $3M to $4M. Reported net income was $739K.
Which 401(k) plans are similar in size to Simply Storage Management , LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Latter & Blum Property Management, Inc. 401(k) Profit Sharing Plan & Trust in LA ($4M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Simply Storage Management , LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 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 205333160.

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.