401(k) · DOL Form 5500 · 2023

Simpson University 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
327
Participants Below avg headcount
43rd
Percentile by assets National rank
$14,433
Avg per participant Low balance/head
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Official DOL plan name: Simpson University 403b Plan · Sponsored by Simpson University · California · Educational Services

$5M in assets, 327 participants

Simpson University's Simpson University 403b Plan reported $5M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,071 in Educational Services (3,735 peers)

2023 asset change

Simpson University 403b Plan grew sharply 17.7% in 2023 ($4M → $5M) for 327 participants.

#1,071
in Educational Services (3,735 peers)
+17.7%
assets growth YoY

Simpson University 403b Plan's mid-pack asset rank among Educational Services and all filers

Simpson University 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,719,485 43rd percentile higher than 43% of 127,068 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 2023

Simpson University 403b Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simpson University 403b Plan sits mid-pack in the medium band (327 participants).

DOL schedule card

Filing strip 941339635 · Simpson University PY 2023 · 401(k)

Simpson University 403b Plan · $5M · 327 · 43rd

  • EOY $5M
  • 5500 327
  • ASSETS 43rd
  • PCT 401(k)
  • EIN near Miller 401(k) Plan
  • RANK ind #1071

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 Educational Services retirement plans → · Plans in California →

Simpson University 403b Plan in the asset neighbourhood

Simpson University 403b Plan$5MMiller 401(k) Plan$5MBurns Bros., Inc. 401(k) Retirement PlanBurns Bros., Inc. 401(k) Ret…$5MBack Office Risk Retirement Savings PlanBack Office Risk Retirement …$5MBrawner Builders 401(k) Plan$5M
End-of-year total assets ($M) among Simpson University 403b Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$709K
Employer EIN941339635
Plan Effective Date2019-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Simpson University 403b Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Simpson University 403b Plan, Total assets ($B): 0.004719485 · Participants: 327Simpson University 403b PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Simpson University 403b Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Simpson University 403b Plan side-by-side with 3 peers →

Simpson University 403b Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Miller 401(k) Plan in AR ($5M); by covered participants it is Kuiken Brothers Company Inc., 401(k) Profit Sharing Plan & Trust in NJ (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Simpson University 403b Plan assets move in 2023? ▼
Simpson University 403b Plan grew sharply - up 17.7% during 2023, from $4M to $5M. Reported net income was $709K.
Which 401(k) plans are similar in size to Simpson University 403b Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller 401(k) Plan in AR ($5M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Simpson University 403b Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kuiken Brothers Company Inc., 401(k) Profit Sharing Plan & Trust in NJ (327 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941339635.

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.