401(k) · DOL Form 5500 · 2023

Simon Property Group, L.P. 401(k) Plan

Data updated 2026-08-11

$543M
Total assets: 3,390
Participants: 98th
Percentile by assets: $160,150
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$543M
total plan assets (2023 EOY): 3,390
covered participants: 98th
percentile by assets (of 127,072 plans): $160,150
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Indiana

Industry

Real Estate

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Simon Property Group and Adopting Entities Matching Savings Plan reports 3,390 participants - 6.3x that state average ($543M EOY assets).

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.)

Total plan assets by year, all Simon Property Group, L.P. plans on file

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.

Simon Property Group and Adopting Entities Matching Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

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

Compare Simon Property Group and Adopting Entiti… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Simon Property Group and Adopting Entities Matching Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did Simon Property Group and Adopting Entities Matching Savings Plan assets move in 2023? ▼

Simon Property Group and Adopting Entities Matching Savings Plan grew at a solid clip - up 14.1% during 2023, from $476M to $543M. Reported net income was $68M.

How have Simon Property Group, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Simon Property Group, L.P.'s sponsor-wide assets grew 25.5%, from $476M to $598M.

Where does Simon Property Group and Adopting Entities Matching Savings Plan rank by assets among Form 5500 filers? ▼

Simon Property Group and Adopting Entities Matching Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Simon Property Group and Adopting Entities Matching Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is 401(k) Plan for the Washington Post and Companies in WA ($543M, 2,480 participants).

Next read for Simon Property Group and Adopting Entiti…

Filing takeaways

Ways to act on Simon Property Group and Adopting Entities Matching Savings Plan's numbers.

By total assets, Simon Property Group and Adopting Entities Matching Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
Simon Property Group, L.P.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Real Estate plans

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 341755769.