401(k) · DOL Form 5500 · 2023

Simpson Gumpertz & Heger Inc. 401(k) Plan

Data updated 2026-08-11

$397M
Total assets
672
Participants
97th
Percentile by assets
$590,903
Avg per participant
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Official DOL plan name: Sgh Profit Sharing & 401(k) Plan and Trust · Sponsored by Simpson Gumpertz & Heger Inc. · Massachusetts · Professional & Technical Services

$397M in assets, 672 participants

Simpson Gumpertz & Heger Inc.'s Sgh Profit Sharing & 401(k) Plan and Trust reported $397M in total assets and 672 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #19,872 in Professional & Technical Services (20,321 peers)

Where Sgh Profit Sharing & 401(k) Plan and Trust sits by assets

Sgh Profit Sharing & 401(k) Plan and Trust sits in the top 5% of all filed plans by assets, $397M for 672 participants (~$590,903/participant), up 20.2% in 2023.

$397M
total plan assets (2023 EOY)
672
covered participants
97th
percentile by assets (of 127,072 plans)
$590,903
avg assets per participant

Where Sgh Profit Sharing & 401(k) Plan and Trust sits by total assets

Sgh Profit Sharing & 401(k) Plan and Trust vs every filed plan by assets

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

$397,086,946 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sgh Profit Sharing & 401(k) Plan and Trust reported net income rose from -$64M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Sgh Profit Sharing & 401(k) Plan and Trust end-of-year assets rose from $330M in the plan year 2022 filing to $397M in the plan year 2023 filing.
  • Sgh Profit Sharing & 401(k) Plan and Trust reported participants rose from 637 in the plan year 2022 filing to 672 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Professional & Technical Services

Sgh Profit Sharing & 401(k) Plan and Trust vs the 2023 asset distribution

By assets, Sgh Profit Sharing & 401(k) Plan and Trust outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$330M
Net Assets (End of Year)$397M
Net Income$67M
Employer EIN042256923
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson Gumpertz & Heger Inc.)

$300M$350M$400M$450M$500M 202220232024 $330M $464M ▲ +40.5%
Total plan assets by year, all Simpson Gumpertz & Heger Inc. plans on file
Year Plans Participants Total Assets
2022 1 637 $330M
2023 1 672 $397M
2024 1 742 $464M

Nearby 401(k) Plans in Massachusetts

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

Sgh Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sgh Profit Sharing &…, Total assets ($B): 0.397086946 · Participants: 672Sgh Profit Sharing &…Fidelity Retirement …, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Co…Philips North Americ…, Total assets ($B): 5.779286156 · Participants: 19120Philips North Americ…
Sgh Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sgh Profit Sharing & 401(k) Plan and Tru… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sgh Profit Sharing & 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Sgh Profit Sharing & 401(k) Plan and Trust assets move in 2023? ▼
Sgh Profit Sharing & 401(k) Plan and Trust grew sharply - up 20.2% during 2023, from $330M to $397M. Reported net income was $67M.
How have Simpson Gumpertz & Heger Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson Gumpertz & Heger Inc.'s sponsor-wide assets grew 40.5%, from $330M to $464M.
Where does Sgh Profit Sharing & 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Sgh Profit Sharing & 401(k) Plan and Trust ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sgh Profit Sharing & 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mhi Shared Services Americas Inc. 401(k) Plan in TX ($397M, 2,738 participants).

Next read for Sgh Profit Sharing & 401(k) Plan and Tru…

Scale reading

Ways to act on Sgh Profit Sharing & 401(k) Plan and Trust's numbers.

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 042256923.

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.