401(k) · DOL Form 5500 · 2023

Simon Roofing & Sheet Metal Corp 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
356
Participants Below avg headcount
79th
Percentile by assets National rank
$82,228
Avg per participant Below avg balance/head
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Official DOL plan name: Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing · Sponsored by Simon Roofing & Sheet Metal Corp · Ohio · Construction

$29M in assets, 356 participants

Simon Roofing & Sheet Metal Corp's Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing reported $29M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,976 in Construction (9,030 peers)

Coverage in Ohio

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing covers 356 participants in Ohio, about 47% of the average Ohio filer (state average ~765 per filing). Assets: $29M.

#6,976
in Construction (9,030 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing's outsized position by total assets

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing vs every filed plan by assets

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

$29,273,199 Top 21% higher than 79% 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 Roofing & Sheet Metal Corp 401(k) Profit Sharing 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 Roofing & Sheet Metal Corp 401(k) Profit Sharing sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing reported participants fell from 377 in the plan year 2022 filing to 356 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341430114 · Simon Roofing & Sheet Metal Corp PY 2023 · 401(k)

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing · $29M · 356 · 79th

  • SCH $29M
  • EBSA 356
  • PART 79th
  • TYPE 401(k)
  • NET near Monte Sano Research Corporation 401(k) Profit Sharing Plan
  • BOOK ind #6976

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 Construction retirement plans → · Plans in Ohio →

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing in the asset neighbourhood

Natco Products Corporation 401(k) PlanNatco Products Corporation 4…$29MSimon Roofing & Sheet Metal Corp 401(k) Profit SharingSimon Roofing & Sheet Metal …$29MMonte Sano Research Corporation 401(k) Profit Sharing PlanMonte Sano Research Corporat…$29MIntermountain Electronics, Inc. of Price, Utah 401(k) Profit Sharing PlanIntermountain Electronics, I…$29MStarion Bancorporation 401(k) Profit Sharing PlanStarion Bancorporation 401(k…$29M
End-of-year total assets ($M) among Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN341430114
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Roofing & Sheet Metal Corp)

Sponsor-wide plan assets over time

All Simon Roofing & Sheet Metal Corp plans reported in each filing year

Latest sponsor-wide plan assets
$33M 17.949048004825315% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.6M $32.6M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 377 $28M
2023 1 356 $29M
2024 1 450 $33M

Nearby 401(k) Plans in Ohio

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

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing, Total assets ($B): 0.029273199 · Participants: 356Simon Roofing & Sheet Metal Corp 401(k) Profit SharingGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing side-by-side with 3 peers →

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Monte Sano Research Corporation 401(k) Profit Sharing Plan in AL ($29M); by covered participants it is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Roofing & Sheet Metal Corp 401(k) Profit Sharing assets move in 2023? ▼
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing grew at a solid clip - up 6.0% during 2023, from $28M to $29M. Reported net income was $2M.
How have Simon Roofing & Sheet Metal Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Roofing & Sheet Metal Corp's sponsor-wide assets grew 17.9%, from $28M to $33M.
Where does Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Monte Sano Research Corporation 401(k) Profit Sharing Plan in AL ($29M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants, $32M 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 341430114.

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.