401(k) · DOL Form 5500 · 2023

Simona America Group Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
313
Participants Below avg headcount
73rd
Percentile by assets National rank
$63,740
Avg per participant Low balance/head
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Official DOL plan name: Simona America Group 401(k) Profit Sharing Plan · Sponsored by Simona America Group Inc. · Pennsylvania · Manufacturing

$20M in assets, 313 participants

Simona America Group Inc.'s Simona America Group 401(k) Profit Sharing Plan reported $20M in total assets and 313 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,684 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Simona America Group 401(k) Profit Sharing Plan covers 313 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#11,684
in Manufacturing (18,722 peers)
+28.6%
assets growth YoY

Simona America Group 401(k) Profit Sharing Plan's outsized position by total assets

Simona America Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,950,512 Top 27% higher than 73% 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

Simona America Group 401(k) Profit Sharing 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. Simona America Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simona America Group 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Simona America Group 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Simona America Group 401(k) Profit Sharing Plan reported participants rose from 275 in the plan year 2022 filing to 313 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134269250 · Simona America Group Inc. PY 2023 · 401(k)

Simona America Group 401(k) Profit Sharing Plan · $20M · 313 · 73rd

  • IND $20M
  • EOY 313
  • 5500 73rd
  • ASSETS 401(k)
  • PCT near Wesco Group, Inc. 401(k) Profit Sharing Plan
  • EIN ind #11684

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Simona America Group 401(k) Profit Sharing Plan in the asset neighbourhood

Simona America Group 401(k) Profit Sharing PlanSimona America Group 401(k) …$20MWesco Group, Inc. 401(k) Profit Sharing PlanWesco Group, Inc. 401(k) Pro…$20MOdell Brewing Company 401(k) PlanOdell Brewing Company 401(k)…$20MHerc-U-Lift, Inc. Profit Sharing Savings for Retirement PlanHerc-U-Lift, Inc. Profit Sha…$20MGreat Lakes Credit Union 401(k) PlanGreat Lakes Credit Union 401…$20M
End-of-year total assets ($M) among Simona America Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN134269250
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simona America Group Inc.)

Sponsor-wide plan assets over time

All Simona America Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 50.47569194985533% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.5M $23.3M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 275 $16M
2023 1 313 $20M
2024 1 340 $23M

Nearby 401(k) Plans in Pennsylvania

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

Simona America Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Simona America Group 401(k) Profit Sharing Plan, Total assets ($B): 0.019950512 · Participants: 313Simona America Group 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Simona America Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Simona America Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Simona America Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Wesco Group, Inc. 401(k) Profit Sharing Plan in WA ($20M); by covered participants it is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Simona America Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Simona America Group 401(k) Profit Sharing Plan grew sharply - up 28.6% during 2023, from $16M to $20M. Reported net income was $4M.
How have Simona America Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simona America Group Inc.'s sponsor-wide assets grew 50.5%, from $16M to $23M.
Which 401(k) plans are similar in size to Simona America Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wesco Group, Inc. 401(k) Profit Sharing Plan in WA ($20M, 485 participants).
Which 401(k) plans cover a similar participant headcount to Simona America Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants, $2M 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 134269250.

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.