Profit Sharing · DOL Form 5500 · 2023

Charles T. Simon Company Profit Sharing Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
5
Participants Small participant base
15th
Percentile by assets National rank
$66,318
Avg per participant Below avg balance/head
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Official DOL plan name: Simon Group Profit-Sharing Plan · Sponsored by Charles T. Simon Company · Ohio · Professional & Technical Services

$332K in assets, 5 participants

Charles T. Simon Company's Simon Group Profit-Sharing Plan reported $332K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,248 in Professional & Technical Services (20,321 peers)

Charles T. Simon Company multi-year trail

Charles T. Simon Company's plans moved +23.8% in assets from 2022 to 2024; this filing shows Simon Group Profit-Sharing Plan at $332K / 5 participants.

#2,248
in Professional & Technical Services (20,321 peers)
+6.9%
assets growth YoY

Simon Group Profit-Sharing Plan among the smaller filed plans by assets

Simon Group Profit-Sharing Plan vs every filed plan by assets

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

$331,588 15th percentile higher than 15% 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

Simon Group Profit-Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Group Profit-Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simon Group Profit-Sharing Plan reported net income fell from $52K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • Simon Group Profit-Sharing Plan end-of-year assets rose from $310K in the plan year 2022 filing to $332K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341315369 · Charles T. Simon Company PY 2023 · Profit Sharing

Simon Group Profit-Sharing Plan · $332K · 5 · 15th

  • 5500 $332K
  • 5500 5
  • 5500 15th
  • 5500 Profit Sharing
  • 5500 near Juan C Penabad Sanchez Retirement Plan
  • 5500 ind #2248

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Simon Group Profit-Sharing Plan in the asset neighbourhood

Simon Group Profit-Sharing PlanSimon Group Profit-Sharing P…$332KJuan C Penabad Sanchez Retirement PlanJuan C Penabad Sanchez Retir…$332KJuan C. Maldonado Melendez Retirement PlanJuan C. Maldonado Melendez R…$332KHappy Kidz Pediatrics Pl Profit Sharing PlanHappy Kidz Pediatrics Pl Pro…$332KErnest J Wackerline Pension PlanErnest J Wackerline Pension …$332K
End-of-year total assets ($M) among Simon Group Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Charles T. Simon Company multi-year asset trail

Sponsor-wide plan assets over time

All Charles T. Simon Company plans reported in each filing year

Latest sponsor-wide plan assets
$384K 23.79170293008413% vs 2022
2024 filing year
$0.3M$0.35M$0.4M 202220232024 $0.31M $0.38M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 5 $310K
2023 1 5 $332K
2024 1 5 $384K

Charles T. Simon Company filing trail (2023)

Total Assets (Beginning of Year)$310K
Net Assets (End of Year)$332K
Net Income$21K
Employer EIN341315369
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Simon Group Profit-Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Simon Group Profit-Sharing Plan, Total assets ($B): 0.000331588 · Participants: 5Simon Group Profit-Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Simon Group Profit-Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Simon Group Profit-Sharing Plan side-by-side with 3 peers →

Simon Group Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Juan C Penabad Sanchez Retirement Plan in PR ($332K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Simon Group Profit-Sharing Plan assets move in 2023? ▼
Simon Group Profit-Sharing Plan grew at a solid clip - up 6.9% during 2023, from $310K to $332K. Reported net income was $21K.
How have Charles T. Simon Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles T. Simon Company's sponsor-wide assets grew 23.8%, from $310K to $384K.
Where does Simon Group Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Simon Group Profit-Sharing Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Simon Group Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Juan C Penabad Sanchez Retirement Plan in PR ($332K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Simon Group Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 341315369.

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.