401(k) · DOL Form 5500 · 2023

Samaritan Ministries International 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
384
Participants Below avg headcount
57th
Percentile by assets National rank
$23,990
Avg per participant Low balance/head
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Official DOL plan name: Samaritan Ministries Planning for Future Success 401(k) · Sponsored by Samaritan Ministries International · Illinois · Other Services

$9M in assets, 384 participants

Samaritan Ministries International's Samaritan Ministries Planning for Future Success 401(k) reported $9M in total assets and 384 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,902 in Other Services (7,857 peers)

Coverage in Illinois

Samaritan Ministries Planning for Future Success 401(k) covers 384 participants in Illinois, about 49% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#5,902
in Other Services (7,857 peers)
+41.8%
assets growth YoY

Samaritan Ministries Planning for Future Success 401(k)'s mid-pack asset rank among Other Services and all filers

Samaritan Ministries Planning for Future Success 401(k) vs every filed plan by assets

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

$9,212,134 Top 43% higher than 57% 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

Samaritan Ministries Planning for Future Success 401(k) among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samaritan Ministries Planning for Future Success 401(k) sits mid-pack in the medium band (384 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samaritan Ministries Planning for Future Success 401(k) reported net income rose from $498K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Samaritan Ministries Planning for Future Success 401(k) end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Samaritan Ministries Planning for Future Success 401(k) reported participants fell from 389 in the plan year 2022 filing to 384 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371295601 · Samaritan Ministries International PY 2023 · 401(k)

Samaritan Ministries Planning for Future Success 401(k) · $9M · 384 · 57th

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  • BOOK near Kurt Weiss Greenhouses, Inc. 401(k) Savings Plan
  • BOOK ind #5902

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 Other Services retirement plans → · Plans in Illinois →

Samaritan Ministries Planning for Future Success 401(k) in the asset neighbourhood

Samaritan Ministries Planning for Future Success 401(k)Samaritan Ministries Plannin…$9MKurt Weiss Greenhouses, Inc. 401(k) Savings PlanKurt Weiss Greenhouses, Inc.…$9MGebhardt & Kiefer, P.C. Profit Sharing/ 401(k) PlanGebhardt & Kiefer, P.C. Prof…$9MIc Security Printers, Inc. Employees' 401(k)Ic Security Printers, Inc. E…$9MImpel Pharmaceuticals Inc.$9M
End-of-year total assets ($M) among Samaritan Ministries Planning for Future Success 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN371295601
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samaritan Ministries International)

Sponsor-wide plan assets over time

All Samaritan Ministries International plans reported in each filing year

Latest sponsor-wide plan assets
$12M 82.4430039819642% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.5M $11.9M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 389 $6M
2023 1 384 $9M
2024 1 396 $12M

Nearby 401(k) Plans in Illinois

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

Samaritan Ministries Planning for Future Success 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Samaritan Ministries Planning for Future Success 401(k), Total assets ($B): 0.009212134 · Participants: 384Samaritan Ministries Planning for Future Success 401(k)Accenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Samaritan Ministries Planning for Future Success 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Samaritan Ministries Planning for Future Success 401(k) side-by-side with 3 peers →

Samaritan Ministries Planning for Future Success 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kurt Weiss Greenhouses, Inc. 401(k) Savings Plan in NY ($9M); by covered participants it is Spectrum Construction LLC 401(k) Profit Plan & Trust in NV (384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (384 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 Samaritan Ministries Planning for Future Success 401(k) assets move in 2023? ▼
Samaritan Ministries Planning for Future Success 401(k) surged - up 41.8% during 2023, from $6M to $9M. Reported net income was $3M.
How have Samaritan Ministries International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samaritan Ministries International's sponsor-wide assets grew 82.4%, from $6M to $12M.
Which 401(k) plans are similar in size to Samaritan Ministries Planning for Future Success 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Kurt Weiss Greenhouses, Inc. 401(k) Savings Plan in NY ($9M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Samaritan Ministries Planning for Future Success 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Spectrum Construction LLC 401(k) Profit Plan & Trust in NV (384 participants, $51K 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 371295601.

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.