401(k) · DOL Form 5500 · 2023

Simpson Gumpertz & Heger Inc. 401(k) Plan

Data updated 2026-08-25

$397M
Total assets Above avg plan size
672
Participants Below avg headcount
97th
Percentile by assets National rank
$590,903
Avg per participant High balance/head
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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.

  • #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.

#19,872
in Professional & Technical Services (20,321 peers)
+20.2%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Sgh Profit Sharing & 401(k) Plan and Trust's outsized position 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 $2,050,000,000 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

Sgh Profit Sharing & 401(k) Plan and 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. Sgh Profit Sharing & 401(k) Plan and Trust sits mid-pack in the medium band (672 participants).

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 →

Published 5500 schedule card

Filing strip 042256923 · Simpson Gumpertz & Heger Inc. PY 2023 · 401(k)

Sgh Profit Sharing & 401(k) Plan and Trust · $397M · 672 · 97th

  • 5500 $397M
  • 5500 672
  • 5500 97th
  • 5500 401(k)
  • 5500 near Mhi Shared Services Americas Inc. 401(k) Plan
  • 5500 ind #19872

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Sgh Profit Sharing & 401(k) Plan and Trust in the asset neighbourhood

Sgh Profit Sharing & 401(k) Plan and TrustSgh Profit Sharing & 401(k) …$397MMhi Shared Services Americas Inc. 401(k) PlanMhi Shared Services Americas…$397MColumbia Sportswear Company 401(k) PlanColumbia Sportswear Company …$397MLamb Weston, Inc. 401(k) Plan for Salaried and Hourly EmployeesLamb Weston, Inc. 401(k) Pla…$397MVeterans United Home Loans 401(k) PlanVeterans United Home Loans 4…$397M
End-of-year total assets ($M) among Sgh Profit Sharing & 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Simpson Gumpertz & Heger Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$464M 40.45307497334484% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $330M $464M ▲ +40.5%
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 ($B) Participants Sgh Profit Sharing & 401(k) Plan and Trust, Total assets ($B): 0.397086946 · Participants: 672Sgh Profit Sharing & 401(k) Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
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 Trust side-by-side with 3 peers →

Sgh Profit Sharing & 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mhi Shared Services Americas Inc. 401(k) Plan in TX ($397M); by covered participants it is Apptio Retirement Plan in WA (672 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (672 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 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).
Which 401(k) plans cover a similar participant headcount to Sgh Profit Sharing & 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Apptio Retirement Plan in WA (672 participants, $80M 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 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.