401(k) · DOL Form 5500 · 2023

Benjamin N. Simon 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1
Participants Small participant base
50th
Percentile by assets National rank
$6.6M
Avg per participant High balance/head
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Official DOL plan name: Benjamin N. Simon 401(k) Profit Sharing Plan · Sponsored by Benjamin N. Simon · California · Finance & Insurance

$7M in assets, 1 participants

Benjamin N. Simon's Benjamin N. Simon 401(k) Profit Sharing Plan reported $7M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,161 in Finance & Insurance (8,869 peers)

Benjamin N. Simon multi-year trail

Benjamin N. Simon's plans moved +23.4% in assets from 2022 to 2024; this filing shows Benjamin N. Simon 401(k) Profit Sharing Plan at $7M / 1 participant.

#3,161
in Finance & Insurance (8,869 peers)
+2.5%
assets growth YoY

Benjamin N. Simon 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Benjamin N. Simon 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,627,676 Top 50% higher than 50% 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

Benjamin N. Simon 401(k) 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. Benjamin N. Simon 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benjamin N. Simon 401(k) Profit Sharing Plan reported net income fell from $354K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Benjamin N. Simon 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330733979 · Benjamin N. Simon PY 2023 · 401(k)

Benjamin N. Simon 401(k) Profit Sharing Plan · $7M · 1 · 50th

  • PHOTO $7M
  • PHOTO 1
  • PHOTO 50th
  • PHOTO 401(k)
  • PHOTO near Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #3161

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 Finance & Insurance retirement plans → · Plans in California →

Benjamin N. Simon 401(k) Profit Sharing Plan in the asset neighbourhood

Benjamin N. Simon 401(k) Profit Sharing PlanBenjamin N. Simon 401(k) Pro…$7MSphere of Influence, Inc. 401(k) Profit Sharing Plan and TrustSphere of Influence, Inc. 40…$7MGyk Antler, LLC. 401(k) Plan$7MPeterson Industrial Products, Inc. 401(k) Profit Sharing PlanPeterson Industrial Products…$7MCreedence Energy Services 401(k) PlanCreedence Energy Services 40…$7M
End-of-year total assets ($M) among Benjamin N. Simon 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Benjamin N. Simon multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin N. Simon plans reported in each filing year

Latest sponsor-wide plan assets
$8M 23.41816078210882% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.47M $7.98M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 1 $6M
2023 1 1 $7M
2024 1 1 $8M

Benjamin N. Simon filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$163K
Employer EIN330733979
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Benjamin N. Simon 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Benjamin N. Simon 401(k) Profit Sharing Plan, Total assets ($B): 0.006627676 · Participants: 1Benjamin N. Simon 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Benjamin N. Simon 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Benjamin N. Simon 401(k) Profit Sharing Plan side-by-side with 3 peers →

Benjamin N. Simon 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust in VA ($7M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Benjamin N. Simon 401(k) Profit Sharing Plan assets move in 2023? ▼
Benjamin N. Simon 401(k) Profit Sharing Plan edged up modestly - up 2.5% during 2023, from $6M to $7M. Reported net income was $163K.
How have Benjamin N. Simon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin N. Simon's sponsor-wide assets grew 23.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Benjamin N. Simon 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust in VA ($7M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Benjamin N. Simon 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 330733979.

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.