401(k) · DOL Form 5500 · 2023

Simplifi Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
571
Participants Below avg headcount
85th
Percentile by assets National rank
$79,685
Avg per participant Below avg balance/head
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Official DOL plan name: Simplifi 401(k) Profit Sharing Plan · Sponsored by Simplifi Holdings, LLC · Texas · Professional & Technical Services

$45M in assets, 571 participants

Simplifi Holdings, LLC's Simplifi 401(k) Profit Sharing Plan reported $45M in total assets and 571 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,377 in Professional & Technical Services (20,321 peers)

Where Simplifi 401(k) Profit Sharing Plan sits by assets

Simplifi 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $45M for 571 participants (~$79,685/participant), up 46.5% in 2023.

#17,377
in Professional & Technical Services (20,321 peers)
+46.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Simplifi 401(k) Profit Sharing Plan's outsized position by total assets

Simplifi 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,499,853 Top 15% higher than 85% 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

Simplifi 401(k) Profit Sharing 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. Simplifi 401(k) Profit Sharing Plan sits mid-pack in the medium band (571 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simplifi 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Simplifi 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Simplifi 401(k) Profit Sharing Plan reported participants rose from 432 in the plan year 2022 filing to 571 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271828514 · Simplifi Holdings, LLC PY 2023 · 401(k)

Simplifi 401(k) Profit Sharing Plan · $45M · 571 · 85th

  • SCH $45M
  • EBSA 571
  • PART 85th
  • TYPE 401(k)
  • NET near Benchling, Inc. 401(k) Plan
  • BOOK ind #17377

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 Texas →

Simplifi 401(k) Profit Sharing Plan in the asset neighbourhood

National Debt Relief 401(k) Profit Sharing Plan and TrustNational Debt Relief 401(k) …$46MAssociated Grocers, Inc. 401(k) Profit Sharing PlanAssociated Grocers, Inc. 401…$46MSimplifi 401(k) Profit Sharing PlanSimplifi 401(k) Profit Shari…$45MBenchling, Inc. 401(k) Plan$46MProvost & Pritchard, Inc. 401(k) Profit Sharing PlanProvost & Pritchard, Inc. 40…$45M
End-of-year total assets ($M) among Simplifi 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$45M
Net Income$14M
Employer EIN271828514
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplifi Holdings, LLC)

Sponsor-wide plan assets over time

All Simplifi Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 93.90759550648025% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $31.1M $60.2M ▲ +93.9%
Year Plans Participants Total Assets
2022 1 432 $31M
2023 1 571 $45M
2024 1 580 $60M

Nearby 401(k) Plans in Texas

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

Simplifi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Simplifi 401(k) Profit Sharing Plan, Total assets ($B): 0.045499853 · Participants: 571Simplifi 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Simplifi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Simplifi 401(k) Profit Sharing Plan side-by-side with 3 peers →

Simplifi 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Benchling, Inc. 401(k) Plan in CA ($46M); by covered participants it is Colonial Automotive Group 401(k) Plan in MA (571 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (571 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 Simplifi 401(k) Profit Sharing Plan assets move in 2023? ▼
Simplifi 401(k) Profit Sharing Plan surged - up 46.5% during 2023, from $31M to $45M. Reported net income was $14M.
How have Simplifi Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplifi Holdings, LLC's sponsor-wide assets grew 93.9%, from $31M to $60M.
Where does Simplifi 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Simplifi 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Simplifi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benchling, Inc. 401(k) Plan in CA ($46M, 692 participants).
Which 401(k) plans cover a similar participant headcount to Simplifi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colonial Automotive Group 401(k) Plan in MA (571 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 271828514.

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.