401(k) · DOL Form 5500 · 2023

Simplex Investments, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
99
Participants Small participant base
81st
Percentile by assets National rank
$356,974
Avg per participant High balance/head
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Official DOL plan name: Simplex Investments, LLC 401(k) Plan · Sponsored by Simplex Investments, LLC · Illinois · Finance & Insurance

$35M in assets, 99 participants

Simplex Investments, LLC's Simplex Investments, LLC 401(k) Plan reported $35M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,360 in Finance & Insurance (8,869 peers)

Where Simplex Investments, LLC 401(k) Plan sits by assets

Simplex Investments, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 99 participants (~$356,974/participant), up 25.1% in 2023.

#6,360
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Simplex Investments, LLC 401(k) Plan's outsized position by total assets

Simplex Investments, LLC 401(k) Plan vs every filed plan by assets

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

$35,340,379 Top 19% higher than 81% 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

Simplex Investments, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simplex Investments, LLC 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simplex Investments, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Simplex Investments, LLC 401(k) Plan reported participants fell from 133 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Simplex Investments, LLC 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364519916 · Simplex Investments, LLC PY 2023 · 401(k)

Simplex Investments, LLC 401(k) Plan · $35M · 99 · 81st

  • BOOK $35M
  • VS-ST 99
  • BOY 81st
  • SCH 401(k)
  • EBSA near Simply Good Foods USA, Inc. 401(k) Profit Sharing Plan
  • PART ind #6360

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 Illinois →

Simplex Investments, LLC 401(k) Plan in the asset neighbourhood

Fairfield County Healthcare Associates, P.C. 401(k) Profit Sharing PlanFairfield County Healthcare …$35MSimplex Investments, LLC 401(k) PlanSimplex Investments, LLC 401…$35MSimply Good Foods USA, Inc. 401(k) Profit Sharing PlanSimply Good Foods USA, Inc. …$35MFamily Tree Service, Inc. Retirement Savings PlanFamily Tree Service, Inc. Re…$35MFye 401(k) Savings Plan$35M
End-of-year total assets ($M) among Simplex Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN364519916
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplex Investments, LLC)

Sponsor-wide plan assets over time

All Simplex Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 52.161553976424% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $43M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 133 $28M
2023 1 99 $35M
2024 1 100 $43M

Nearby 401(k) Plans in Illinois

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

Simplex Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Simplex Investments, LLC 401(k) Plan, Total assets ($B): 0.035340379 · Participants: 99Simplex Investments, LLC 401(k) PlanAccenture 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
Simplex Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Simplex Investments, LLC 401(k) Plan side-by-side with 3 peers →

Simplex Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Simply Good Foods USA, Inc. 401(k) Profit Sharing Plan in CO ($35M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Simplex Investments, LLC 401(k) Plan assets move in 2023? ▼
Simplex Investments, LLC 401(k) Plan grew sharply - up 25.1% during 2023, from $28M to $35M. Reported net income was $7M.
How have Simplex Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplex Investments, LLC's sponsor-wide assets grew 52.2%, from $28M to $43M.
Where does Simplex Investments, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Simplex Investments, LLC 401(k) Plan ranks in the 81st 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 Simplex Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simply Good Foods USA, Inc. 401(k) Profit Sharing Plan in CO ($35M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Simplex Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 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 364519916.

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.