401(k) · DOL Form 5500 · 2022

Loan Simple 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
222
Participants Below avg headcount
46th
Percentile by assets National rank
$17,650
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loan Simple 401(k) Profit Sharing Plan & Trust · Sponsored by Loan Simple · Colorado · Finance & Insurance

$4M in assets, 222 participants

Loan Simple's Loan Simple 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,897 in Finance & Insurance (9,261 peers)

2022 asset change

Loan Simple 401(k) Profit Sharing Plan & Trust contracted severely 38.1% in 2022 ($6M → $4M) for 222 participants.

#2,897
in Finance & Insurance (9,261 peers)
-38.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loan Simple 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Loan Simple 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,918,300 46th percentile higher than 46% 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

Loan Simple 401(k) Profit Sharing Plan & Trust 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. Loan Simple 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (222 participants).

Published 5500 schedule card

Filing strip 841412422 · Loan Simple PY 2022 · 401(k)

Loan Simple 401(k) Profit Sharing Plan & Trust · $4M · 222 · 46th

  • PCT $4M
  • PCT 222
  • PCT 46th
  • PCT 401(k)
  • PCT near Applegate & Company Cpas Profit Sharing Plan
  • PCT ind #2897

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 Colorado →

Loan Simple 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Loan Simple 401(k) Profit Sharing Plan & TrustLoan Simple 401(k) Profit Sh…$4MApplegate & Company Cpas Profit Sharing PlanApplegate & Company Cpas Pro…$4MFamilies United Network 401(k) PlanFamilies United Network 401(…$4MGallaher Companies LLC 401(k) PlanGallaher Companies LLC 401(k…$4MSea Coast/Oceanview Retirement PlanSea Coast/Oceanview Retireme…$4M
End-of-year total assets ($M) among Loan Simple 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Loan Simple years around the 2022 move

Sponsor-wide plan assets over time

All Loan Simple plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.9039889748105048% vs 2022
2023 filing year
$3.9M$3.95M$4M$4.05M 20222023 $3.92M $4.03M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 222 $4M
2023 1 104 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN841412422
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Loan Simple 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Loan Simple 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.0039183 · Participants: 222Loan Simple 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Loan Simple 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Loan Simple 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Loan Simple 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Applegate & Company Cpas Profit Sharing Plan in IN ($4M); by covered participants it is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Loan Simple 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Loan Simple 401(k) Profit Sharing Plan & Trust contracted severely - down 38.1% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Loan Simple plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Loan Simple's sponsor-wide assets grew 2.9%, from $4M to $4M.
Which 401(k) plans are similar in size to Loan Simple 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Applegate & Company Cpas Profit Sharing Plan in IN ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Loan Simple 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 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 841412422.

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.