401(k) · DOL Form 5500 · 2023

Sims-Lohman, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
560
Participants Below avg headcount
72nd
Percentile by assets National rank
$34,597
Avg per participant Low balance/head
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Official DOL plan name: Sims-Lohman, Inc. 401(k) Plan · Sponsored by Sims-Lohman, Inc. · Ohio · Construction

$19M in assets, 560 participants

Sims-Lohman, Inc.'s Sims-Lohman, Inc. 401(k) Plan reported $19M in total assets and 560 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,389 in Construction (9,030 peers)

Sims-Lohman, Inc. multi-year trail

Sims-Lohman, Inc.'s plans moved +80.7% in assets from 2022 to 2024; this filing shows Sims-Lohman, Inc. 401(k) Plan at $19M / 560 participants.

#6,389
in Construction (9,030 peers)
+35.7%
assets growth YoY

Sims-Lohman, Inc. 401(k) Plan's outsized position by total assets

Sims-Lohman, Inc. 401(k) Plan vs every filed plan by assets

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

$19,374,222 Top 28% higher than 72% 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

Sims-Lohman, Inc. 401(k) Plan 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. Sims-Lohman, Inc. 401(k) Plan sits mid-pack in the medium band (560 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sims-Lohman, Inc. 401(k) Plan reported net income rose from -$738K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sims-Lohman, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Sims-Lohman, Inc. 401(k) Plan reported participants rose from 515 in the plan year 2022 filing to 560 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310856545 · Sims-Lohman, Inc. PY 2023 · 401(k)

Sims-Lohman, Inc. 401(k) Plan · $19M · 560 · 72nd

  • ASSETS $19M
  • PCT 560
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near United Data Technologies, 401(k) Retirement Plan
  • IND ind #6389

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 Construction retirement plans → · Plans in Ohio →

Sims-Lohman, Inc. 401(k) Plan in the asset neighbourhood

Ex2 Solutions, Inc. 401(k) PlanEx2 Solutions, Inc. 401(k) P…$19MHogan Mfg., Inc. Retirement PlanHogan Mfg., Inc. Retirement …$19MSims-Lohman, Inc. 401(k) Plan$19MUnited Data Technologies, 401(k) Retirement PlanUnited Data Technologies, 40…$19MAta Aerospace, LLC 401(k) Retirement PlanAta Aerospace, LLC 401(k) Re…$19M
End-of-year total assets ($M) among Sims-Lohman, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sims-Lohman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sims-Lohman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 80.66959228410435% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.3M $25.8M ▲ +80.7%
Year Plans Participants Total Assets
2022 1 515 $14M
2023 1 560 $19M
2024 1 504 $26M

Sims-Lohman, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN310856545
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Sims-Lohman, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sims-Lohman, Inc. 401(k) Plan, Total assets ($B): 0.019374222 · Participants: 560Sims-Lohman, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Sims-Lohman, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sims-Lohman, Inc. 401(k) Plan side-by-side with 3 peers →

Sims-Lohman, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is United Data Technologies, 401(k) Retirement Plan in FL ($19M); by covered participants it is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Sims-Lohman, Inc. 401(k) Plan assets move in 2023? ▼
Sims-Lohman, Inc. 401(k) Plan surged - up 35.7% during 2023, from $14M to $19M. Reported net income was $5M.
How have Sims-Lohman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sims-Lohman, Inc.'s sponsor-wide assets grew 80.7%, from $14M to $26M.
Which 401(k) plans are similar in size to Sims-Lohman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Data Technologies, 401(k) Retirement Plan in FL ($19M, 359 participants).
Which 401(k) plans cover a similar participant headcount to Sims-Lohman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants, $15M 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 310856545.

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.