401(k) · DOL Form 5500 · 2023

Simon Pearce (US) Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
249
Participants Below avg headcount
69th
Percentile by assets National rank
$65,024
Avg per participant Low balance/head
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Official DOL plan name: Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Simon Pearce (US) Inc. · Vermont · Manufacturing

$16M in assets, 249 participants

Simon Pearce (US) Inc.'s Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,761 in Manufacturing (18,722 peers)

Simon Pearce (US) Inc. multi-year trail

Simon Pearce (US) Inc.'s plans moved +34.3% in assets from 2022 to 2024; this filing shows Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust at $16M / 249 participants.

#10,761
in Manufacturing (18,722 peers)
+16.3%
assets growth YoY

Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$16,190,916 Top 31% higher than 69% 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

Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust 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. Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 239 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030278920 · Simon Pearce (US) Inc. PY 2023 · 401(k)

Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust · $16M · 249 · 69th

  • ASSETS $16M
  • PCT 249
  • EIN 69th
  • RANK 401(k)
  • PHOTO near Hwc Engineering Savings and Retirement Plan
  • IND ind #10761

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 Manufacturing retirement plans → · Plans in Vermont →

Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & TrustSimon Pearce (US) Inc. 401(k…$16MHwc Engineering Savings and Retirement PlanHwc Engineering Savings and …$16MToastmasters International, Inc. 401(k) Profit Sharing PlanToastmasters International, …$16MBlack Diamond Capital Mgt LLC 401(k) PlanBlack Diamond Capital Mgt LL…$16MThe Wine Group - Franzia Winery Retirement and Savings PlanThe Wine Group - Franzia Win…$16M
End-of-year total assets ($M) among Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Simon Pearce (US) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Simon Pearce (US) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.260047725511086% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $18.7M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 239 $14M
2023 1 249 $16M
2024 1 242 $19M

Simon Pearce (US) Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN030278920
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.016190916 · Participants: 249Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Hwc Engineering Savings and Retirement Plan in IN ($16M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 16.3% during 2023, from $14M to $16M. Reported net income was $2M.
How have Simon Pearce (US) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Pearce (US) Inc.'s sponsor-wide assets grew 34.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hwc Engineering Savings and Retirement Plan in IN ($16M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Simon Pearce (US) Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 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 030278920.

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.