401(k) · DOL Form 5500 · 2023

Simon Kucher & Partners LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
410
Participants Below avg headcount
83rd
Percentile by assets National rank
$98,721
Avg per participant Below avg balance/head
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Official DOL plan name: Simon Kucher & Partners 401(k) Plan · Sponsored by Simon Kucher & Partners LLC · Massachusetts · Professional & Technical Services

$40M in assets, 410 participants

Simon Kucher & Partners LLC's Simon Kucher & Partners 401(k) Plan reported $40M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,057 in Professional & Technical Services (20,321 peers)

Where Simon Kucher & Partners 401(k) Plan sits by assets

Simon Kucher & Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 410 participants (~$98,721/participant), up 25.8% in 2023.

#17,057
in Professional & Technical Services (20,321 peers)
+25.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Simon Kucher & Partners 401(k) Plan's outsized position by total assets

Simon Kucher & Partners 401(k) Plan vs every filed plan by assets

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

$40,475,704 Top 17% higher than 83% 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 Kucher & Partners 401(k) 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. Simon Kucher & Partners 401(k) Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simon Kucher & Partners 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Simon Kucher & Partners 401(k) Plan reported participants rose from 323 in the plan year 2022 filing to 410 in the plan year 2023 filing.
  • Simon Kucher & Partners 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043327903 · Simon Kucher & Partners LLC PY 2023 · 401(k)

Simon Kucher & Partners 401(k) Plan · $40M · 410 · 83rd

  • EOY $40M
  • EOY 410
  • EOY 83rd
  • EOY 401(k)
  • EOY near Rudd Group Retirement Plan
  • EOY ind #17057

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 →

Simon Kucher & Partners 401(k) Plan in the asset neighbourhood

Simon Kucher & Partners 401(k) PlanSimon Kucher & Partners 401(…$40MInsight Investments, LLC 401(k) Profit Sharing PlanInsight Investments, LLC 401…$40MRudd Group Retirement Plan$40MDouglas Elliman LLC 401(k) Retirement Savings PlanDouglas Elliman LLC 401(k) R…$40MDetroit Brewers and Distributors 401(k) Plan and Trust AgreementDetroit Brewers and Distribu…$40M
End-of-year total assets ($M) among Simon Kucher & Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN043327903
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Kucher & Partners LLC)

Sponsor-wide plan assets over time

All Simon Kucher & Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 59.29281487602217% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.2M $51.3M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 323 $32M
2023 1 410 $40M
2024 1 319 $51M

Nearby 401(k) Plans in Massachusetts

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

Simon Kucher & Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Simon Kucher & Partners 401(k) Plan, Total assets ($B): 0.040475704 · Participants: 410Simon Kucher & Partners 401(k) PlanFidelity 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
Simon Kucher & Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Simon Kucher & Partners 401(k) Plan side-by-side with 3 peers →

Simon Kucher & Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rudd Group Retirement Plan in KS ($40M); by covered participants it is Sungwon Distributor LLC 401(k) Plan in MD (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Kucher & Partners 401(k) Plan assets move in 2023? ▼
Simon Kucher & Partners 401(k) Plan grew sharply - up 25.8% during 2023, from $32M to $40M. Reported net income was $8M.
How have Simon Kucher & Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Kucher & Partners LLC's sponsor-wide assets grew 59.3%, from $32M to $51M.
Where does Simon Kucher & Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Simon Kucher & Partners 401(k) Plan ranks in the 83rd 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 Kucher & Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rudd Group Retirement Plan in KS ($40M, 937 participants).
Which 401(k) plans cover a similar participant headcount to Simon Kucher & Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sungwon Distributor LLC 401(k) Plan in MD (410 participants, $1M 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 043327903.

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.