401(k) · DOL Form 5500 · 2023

Sims and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$382K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$95,549
Avg per participant Below avg balance/head
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Official DOL plan name: Sims and Associates Retirement Plan · Sponsored by Sims and Associates, Inc. · Kansas · Finance & Insurance

$382K in assets, 4 participants

Sims and Associates, Inc.'s Sims and Associates Retirement Plan reported $382K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #820 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Sims and Associates Retirement Plan holds $382K for 4 participants - about $95,549 per participant, among the smaller plans by assets on file.

#820
in Finance & Insurance (8,869 peers)
+5.6%
assets growth YoY

Sims and Associates Retirement Plan among the smaller filed plans by assets

Sims and Associates Retirement Plan vs every filed plan by assets

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

$382,194 16th percentile higher than 16% 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

Sims and Associates Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sims and Associates Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sims and Associates Retirement Plan reported net income rose from $12K in the plan year 2022 filing to $20K in the plan year 2023 filing.
  • Sims and Associates Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Sims and Associates Retirement Plan end-of-year assets rose from $362K in the plan year 2022 filing to $382K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471708424 · Sims and Associates, Inc. PY 2023 · 401(k)

Sims and Associates Retirement Plan · $382K · 4 · 16th

  • RANK $382K
  • PHOTO 4
  • IND 16th
  • EOY 401(k)
  • 5500 near Dobbs Enterprises Retirement Plan
  • ASSETS ind #820

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 Finance & Insurance retirement plans → · Plans in Kansas →

Sims and Associates Retirement Plan in the asset neighbourhood

Sims and Associates Retirement PlanSims and Associates Retireme…$382KDobbs Enterprises Retirement PlanDobbs Enterprises Retirement…$382KCarmella Walter Insurance Agency, Inc 401(k) PlanCarmella Walter Insurance Ag…$382KOne Palm Bleu Palm, Inc. 401(k) PlanOne Palm Bleu Palm, Inc. 401…$382KShekia Group L L C 401(k) Profit Sharing Plan & TrustShekia Group L L C 401(k) Pr…$382K
End-of-year total assets ($M) among Sims and Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$362K
Net Assets (End of Year)$382K
Net Income$20K
Employer EIN471708424
Plan Effective Date2014-08-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Sims and Associates, Inc.)

Sponsor-wide plan assets over time

All Sims and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$395K 9.199577881895332% vs 2022
2024 filing year
$0.34M$0.36M$0.38M$0.4M$0.42M 202220232024 $0.36M $0.4M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 5 $362K
2023 1 4 $382K
2024 1 4 $395K

Nearby 401(k) Plans in Kansas

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

Sims and Associates Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Sims and Associates Retirement Plan, Total assets ($B): 0.000382194 · Participants: 4Sims and Associates Retirement PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Sims and Associates Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Sims and Associates Retirement Plan side-by-side with 3 peers →

Sims and Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Dobbs Enterprises Retirement Plan in IL ($382K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Sims and Associates Retirement Plan assets move in 2023? ▼
Sims and Associates Retirement Plan grew at a solid clip - up 5.6% during 2023, from $362K to $382K. Reported net income was $20K.
How have Sims and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sims and Associates, Inc.'s sponsor-wide assets grew 9.2%, from $362K to $395K.
Where does Sims and Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Sims and Associates Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sims and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dobbs Enterprises Retirement Plan in IL ($382K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Sims and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 471708424.

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.