Other · DOL Form 5500 · 2023
Simpson Senior Services, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 518
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $18,280
- Avg per participant Low balance/head
Official DOL plan name: Simpson Senior Services, Inc. 403(b)(7) Retirement Plan · Sponsored by Simpson Senior Services, Inc. · Pennsylvania · Healthcare & Social Assistance
$9M in assets, 518 participants
Simpson Senior Services, Inc.'s Simpson Senior Services, Inc. 403(b)(7) Retirement Plan reported $9M in total assets and 518 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,143 in Healthcare & Social Assistance (17,684 peers)
Simpson Senior Services, Inc. multi-year trail
Simpson Senior Services, Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Simpson Senior Services, Inc. 403(b)(7) Retirement Plan at $9M / 518 participants.
- #11,143
- in Healthcare & Social Assistance (17,684 peers)
- +21.0%
- assets growth YoY
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,469,238 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Simpson Senior Services, Inc. 403(b)(7) Retirement 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. Simpson Senior Services, Inc. 403(b)(7) Retirement Plan sits mid-pack in the medium band (518 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Simpson Senior Services, Inc. 403(b)(7) Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Simpson Senior Services, Inc. 403(b)(7) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Simpson Senior Services, Inc. 403(b)(7) Retirement Plan reported participants rose from 482 in the plan year 2022 filing to 518 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232948991 · Simpson Senior Services, Inc. PY 2023 · Other
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan · $9M · 518 · 57th
- EBSA $9M
- PART 518
- TYPE 57th
- NET Other
- BOOK near Livingston Memorial Visiting Nurse Association Retirement Savings Plan
- VS-ST ind #11143
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan in the asset neighbourhood
Simpson Senior Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Simpson Senior Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 46.879739582281516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 482 | $8M |
| 2023 | 1 | 518 | $9M |
| 2024 | 1 | 553 | $11M |
Simpson Senior Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 232948991 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Livingston Memorial Visiting Nurse Association Retirement Savings Plan in CA ($9M); by covered participants it is Bloodworks Northwest Supplemental Retirement Account in WA (519 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (518 participants); asset peers above are excluded.
- Bloodworks Northwest Supplemental Retirement Account (WA) 519 · 1 off
- Mount Vernon Ladies' Association of the Union 403(b) Plan (VA) 517 · 1 off
- March of Dimes, Inc. 403(b) Plan (VA) 517 · 1 off
- Lowell Community Health Center 403(b) Plan (MA) 519 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.