401(k) · DOL Form 5500 · 2023
Fw Sims, LLC. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $191,183
- Avg per participant Above avg balance/head
Official DOL plan name: Fw Sims, LLC 401(k) Plan · Sponsored by Fw Sims, LLC. · New York · Construction
$5M in assets, 26 participants
Fw Sims, LLC.'s Fw Sims, LLC 401(k) Plan reported $5M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #3,831 in Construction (9,030 peers)
Fw Sims, LLC. multi-year trail
Fw Sims, LLC.'s plans moved +34.6% in assets from 2022 to 2024; this filing shows Fw Sims, LLC 401(k) Plan at $5M / 26 participants.
- #3,831
- in Construction (9,030 peers)
- +19.8%
- assets growth YoY
Fw Sims, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers
Fw Sims, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,970,758 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fw Sims, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fw Sims, LLC 401(k) Plan is a small filing (26 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fw Sims, LLC 401(k) Plan reported net income rose from -$523K in the plan year 2022 filing to $820K in the plan year 2023 filing.
- Fw Sims, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Fw Sims, LLC 401(k) Plan reported participants fell from 28 in the plan year 2022 filing to 26 in the plan year 2023 filing.
DOL schedule card
Filing strip 112395197 · Fw Sims, LLC. PY 2023 · 401(k)
Fw Sims, LLC 401(k) Plan · $5M · 26 · 44th
- PART $5M
- TYPE 26
- NET 44th
- BOOK 401(k)
- VS-ST near Sli Enterprises 401(k) Profit Sharing Plan
- BOY ind #3831
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 Construction retirement plans → · Plans in New York →
Fw Sims, LLC 401(k) Plan in the asset neighbourhood
Fw Sims, LLC. multi-year asset trail
Sponsor-wide plan assets over time
All Fw Sims, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 34.59872988951581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $4M |
| 2023 | 1 | 26 | $5M |
| 2024 | 1 | 25 | $6M |
Fw Sims, LLC. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $820K |
| Employer EIN | 112395197 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Fw Sims, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sli Enterprises 401(k) Profit Sharing Plan in TX ($5M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 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 (26 participants); asset peers above are excluded.
- Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan (ID) 26 · 0 off
- Special Delivery Service Inc 401(k) Profit Sharing Plan & Trust (TX) 26 · 0 off
- Leavitt, Yamane & Soldner, Aal, Alc 401(k) Profit Sharing Plan (HI) 26 · 0 off
- Camp Greystone, LLC 401(k) Profit Sharing Plan (NC) 26 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.