401(k) · DOL Form 5500 · 2023
Simply Storage Management, LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 339
- Participants Below avg headcount
Official DOL plan name: Simply Storage Management , LLC 401(k) Plan · Sponsored by Simply Storage Management, LLC · Florida · Real Estate
N/A in assets, 339 participants
Simply Storage Management, LLC's Simply Storage Management , LLC 401(k) Plan reported N/A in total assets and 339 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Simply Storage Management , LLC 401(k) Plan holds N/A for 339 participants.
- -$4M
- reported net income
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Simply Storage Management , LLC 401(k) 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. Simply Storage Management , LLC 401(k) Plan sits mid-pack in the medium band (339 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Simply Storage Management , LLC 401(k) Plan reported net income fell from $739K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Simply Storage Management , LLC 401(k) Plan reported participants rose from 219 in the plan year 2022 filing to 339 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 205333160 · Simply Storage Management, LLC PY 2023 · 401(k)
Simply Storage Management , LLC 401(k) Plan · N/A · 339
- ASSETS N/A
- ASSETS 339
- ASSETS PY 2023
- ASSETS 401(k)
- ASSETS near Location Services, LLC Dba Pathfinder Services 401(k) Plan
- ASSETS -$4M
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 →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$4M |
| Employer EIN | 205333160 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING 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
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Simply Storage Management , LLC 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Florida, the nearest 401(k) by covered participants is Location Services, LLC Dba Pathfinder Services 401(k) Plan in IN (339 participants; this filing: 339 participants).
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Location Services, LLC Dba Pathfinder Services 401(k) Plan (IN) 339 · 0 off
- Techsource, Inc. 401(k) Profit Sharing Plan (NM) 339 · 0 off
- G.E. Foodland Retirement Plan (TX) 339 · 0 off
- Cormetech, Inc 401(k) Plan (NC) 339 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.