401(k) · DOL Form 5500 · 2023
Simon Property Group, L.P. 401(k) Plan
Data updated 2026-08-25
- $543M
- Total assets Above avg plan size
- 3,390
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $160,150
- Avg per participant Above avg balance/head
Official DOL plan name: Simon Property Group and Adopting Entities Matching Savings Plan · Sponsored by Simon Property Group, L.P. · Indiana · Real Estate
$543M in assets, 3,390 participants
Simon Property Group, L.P.'s Simon Property Group and Adopting Entities Matching Savings Plan reported $543M in total assets and 3,390 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #4,708 in Real Estate (4,727 peers)
Coverage in Indiana
Simon Property Group and Adopting Entities Matching Savings Plan covers 3,390 participants in Indiana, 6.3x the typical Indiana plan (state average ~541 per filing). Assets: $543M.
- #4,708
- in Real Estate (4,727 peers)
- +14.1%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Simon Property Group and Adopting Entities Matching Savings Plan's outsized position by total assets
Simon Property Group and Adopting Entities Matching Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$542,909,021 Top 2% higher than 98% 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
Simon Property Group and Adopting Entities Matching Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Property Group and Adopting Entities Matching Savings Plan lands in the large band (3,390 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Simon Property Group and Adopting Entities Matching Savings Plan reported net income rose from -$109M in the plan year 2022 filing to $68M in the plan year 2023 filing.
- Simon Property Group and Adopting Entities Matching Savings Plan end-of-year assets rose from $476M in the plan year 2022 filing to $543M in the plan year 2023 filing.
- Simon Property Group and Adopting Entities Matching Savings Plan reported participants rose from 3,271 in the plan year 2022 filing to 3,390 in the plan year 2023 filing.
DOL schedule card
Filing strip 341755769 · Simon Property Group, L.P. PY 2023 · 401(k)
Simon Property Group and Adopting Entities Matching Savings Plan · $543M · 3,390 · 98th
- SCH $543M
- EBSA 3,390
- PART 98th
- TYPE 401(k)
- NET near 401(k) Plan for the Washington Post and Companies
- BOOK ind #4708
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 Indiana →
Simon Property Group and Adopting Entities Matching Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $476M |
|---|---|
| Net Assets (End of Year) | $543M |
| Net Income | $68M |
| Employer EIN | 341755769 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simon Property Group, L.P.)
Sponsor-wide plan assets over time
All Simon Property Group, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $598M 25.548158526477334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,271 | $476M |
| 2023 | 1 | 3,390 | $543M |
| 2024 | 1 | 3,474 | $598M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Simon Property Group and Adopting Entities Matching Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is 401(k) Plan for the Washington Post and Companies in WA ($543M); by covered participants it is Retirement Savings Plan of O. K. Foods, Inc. in AR (3,390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($543M here).
- 401(k) Plan for the Washington Post and Companies (WA) $543M · 2,480
- Hntb Retirement and Savings Plan (MO) $543M · 5,518
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan (MT) $543M · 1,580
- Coca-Cola Southwest Beverages 401(k) Plan (TX) $543M · 8,037
Similar participant headcount
Nearest other-state filings by covered participants (3,390 participants); asset peers above are excluded.
- Retirement Savings Plan of O. K. Foods, Inc. (AR) 3,390 · 0 off
- Colas Inc. and Subsidiaries 401(k) Savings Plan (NJ) 3,391 · 1 off
- James Hardie Building Products, Inc. Retirement Plan (IL) 3,389 · 1 off
- Annett Holdings, Inc. Employee Savings and Profit Sharing Plan (IA) 3,387 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.