401(k) · DOL Form 5500 · 2023

Simcorp USA Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
137
Participants Small participant base
77th
Percentile by assets National rank
$188,126
Avg per participant Above avg balance/head
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Official DOL plan name: Simcorp USA Inc. 401(k) Plan · Sponsored by Simcorp USA Inc. · New York · Finance & Insurance

$26M in assets, 137 participants

Simcorp USA Inc.'s Simcorp USA Inc. 401(k) Plan reported $26M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,761 in Finance & Insurance (8,869 peers)

Coverage in New York

Simcorp USA Inc. 401(k) Plan covers 137 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $26M.

#5,761
in Finance & Insurance (8,869 peers)
+25.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Simcorp USA Inc. 401(k) Plan's outsized position by total assets

Simcorp USA Inc. 401(k) Plan vs every filed plan by assets

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

$25,773,323 Top 23% higher than 77% 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

Simcorp USA 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. Simcorp USA Inc. 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simcorp USA Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Simcorp USA Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Simcorp USA Inc. 401(k) Plan reported participants fell from 141 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134135820 · Simcorp USA Inc. PY 2023 · 401(k)

Simcorp USA Inc. 401(k) Plan · $26M · 137 · 77th

  • ASSETS $26M
  • PCT 137
  • EIN 77th
  • RANK 401(k)
  • PHOTO near New Wincup Holdings, Inc. 401(k) Retirement Savings Plan
  • IND ind #5761

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 New York →

Simcorp USA Inc. 401(k) Plan in the asset neighbourhood

Simcorp USA Inc. 401(k) Plan$26MNew Wincup Holdings, Inc. 401(k) Retirement Savings PlanNew Wincup Holdings, Inc. 40…$26MHubler Automotive Group 401(k) PlanHubler Automotive Group 401(…$26MOrthopedics Northwest 401(k) Profit Sharing Plan and TrustOrthopedics Northwest 401(k)…$26MStaab Construction Corporation 401(k) Profit Sharing Plan & TrustStaab Construction Corporati…$26M
End-of-year total assets ($M) among Simcorp USA Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN134135820
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simcorp USA Inc.)

Sponsor-wide plan assets over time

All Simcorp USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 47.70527690784473% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.6M $30.4M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 141 $21M
2023 1 137 $26M
2024 1 125 $30M

Nearby 401(k) Plans in New York

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

Simcorp USA Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Simcorp USA Inc. 401(k) Plan, Total assets ($B): 0.025773323 · Participants: 137Simcorp USA Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Simcorp USA Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Simcorp USA Inc. 401(k) Plan side-by-side with 3 peers →

Simcorp USA Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is New Wincup Holdings, Inc. 401(k) Retirement Savings Plan in GA ($26M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Simcorp USA Inc. 401(k) Plan assets move in 2023? ▼
Simcorp USA Inc. 401(k) Plan grew sharply - up 25.4% during 2023, from $21M to $26M. Reported net income was $5M.
How have Simcorp USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simcorp USA Inc.'s sponsor-wide assets grew 47.7%, from $21M to $30M.
Where does Simcorp USA Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Simcorp USA Inc. 401(k) Plan ranks in the 77th 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 Simcorp USA Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Wincup Holdings, Inc. 401(k) Retirement Savings Plan in GA ($26M, 867 participants).
Which 401(k) plans cover a similar participant headcount to Simcorp USA Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 134135820.

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.