401(k) · DOL Form 5500 · 2023

The Simons Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
566
Participants Below avg headcount
91st
Percentile by assets National rank
$165,649
Avg per participant Above avg balance/head
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Official DOL plan name: The Simons Foundation, Inc. 401(k) Plan · Sponsored by The Simons Foundation, Inc. · New York · Other Services

$94M in assets, 566 participants

The Simons Foundation, Inc.'s The Simons Foundation, Inc. 401(k) Plan reported $94M in total assets and 566 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,588 in Other Services (7,857 peers)

Where The Simons Foundation, Inc. 401(k) Plan sits by assets

The Simons Foundation, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $94M for 566 participants (~$165,649/participant), up 38.0% in 2023.

#7,588
in Other Services (7,857 peers)
+38.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Simons Foundation, Inc. 401(k) Plan's outsized position by total assets

The Simons Foundation, Inc. 401(k) Plan vs every filed plan by assets

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

$93,757,442 Top 9% higher than 91% 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

The Simons Foundation, 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. The Simons Foundation, Inc. 401(k) Plan sits mid-pack in the medium band (566 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Simons Foundation, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • The Simons Foundation, Inc. 401(k) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • The Simons Foundation, Inc. 401(k) Plan reported participants rose from 503 in the plan year 2022 filing to 566 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133794889 · The Simons Foundation, Inc. PY 2023 · 401(k)

The Simons Foundation, Inc. 401(k) Plan · $94M · 566 · 91st

  • TYPE $94M
  • TYPE 566
  • TYPE 91st
  • TYPE 401(k)
  • TYPE near Provia 401(k) Plan
  • TYPE ind #7588

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 Other Services retirement plans → · Plans in New York →

The Simons Foundation, Inc. 401(k) Plan in the asset neighbourhood

Stimson Lumber Company 401(k) PlanStimson Lumber Company 401(k…$94MDayco Savings & Retirement PlanDayco Savings & Retirement P…$94MThe Simons Foundation, Inc. 401(k) PlanThe Simons Foundation, Inc. …$94MProvia 401(k) Plan$94MBoeing Distribution Services Inc. Retirement PlanBoeing Distribution Services…$94M
End-of-year total assets ($M) among The Simons Foundation, Inc. 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)$68M
Net Assets (End of Year)$94M
Net Income$26M
Employer EIN133794889
Plan Effective Date2003-11-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Simons Foundation, Inc.)

Sponsor-wide plan assets over time

All The Simons Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 76.51609140358718% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $67.9M $120M ▲ +76.5%
Year Plans Participants Total Assets
2022 1 503 $68M
2023 1 566 $94M
2024 1 609 $120M

Nearby 401(k) Plans in New York

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

The Simons Foundation, 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 ($B) Participants The Simons Foundation, Inc. 401(k) Plan, Total assets ($B): 0.093757442 · Participants: 566The Simons Foundation, 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
The Simons Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Simons Foundation, Inc. 401(k) Plan side-by-side with 3 peers →

The Simons Foundation, 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 Provia 401(k) Plan in OH ($94M); by covered participants it is Jet Linx Aviation, LLC 401(k) Plan in NE (566 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (566 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 The Simons Foundation, Inc. 401(k) Plan assets move in 2023? ▼
The Simons Foundation, Inc. 401(k) Plan surged - up 38.0% during 2023, from $68M to $94M. Reported net income was $26M.
How have The Simons Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Simons Foundation, Inc.'s sponsor-wide assets grew 76.5%, from $68M to $120M.
Where does The Simons Foundation, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Simons Foundation, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Simons Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Provia 401(k) Plan in OH ($94M, 1,706 participants).
Which 401(k) plans cover a similar participant headcount to The Simons Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jet Linx Aviation, LLC 401(k) Plan in NE (566 participants, $30M 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 133794889.

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.