401(k) · DOL Form 5500 · 2023

Simmons Perrine Moyer Bergman PLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size: 94
Participants Small participant base: 85th
Percentile by assets National rank: $525,958
Avg per participant High balance/head

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Official DOL plan name: Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust · Sponsored by Simmons Perrine Moyer Bergman PLC · Iowa · Professional & Technical Services

$49M in assets, 94 participants

Simmons Perrine Moyer Bergman PLC's Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust reported $49M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

#17,578 in Professional & Technical Services (20,321 peers)

Where Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust sits by assets

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $49M for 94 participants (~$525,958/participant), up 13.2% in 2023.

#17,578
in Professional & Technical Services (20,321 peers): +13.2%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$49,440,081 Top 15% higher than 85% 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

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust is a small filing (94 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $44M in the plan year 2022 filing to $49M in the plan year 2023 filing.
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust reported participants fell from 96 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420665669 · Simmons Perrine Moyer Bergman PLC PY 2023 · 401(k)

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust · $49M · 94 · 85th

TYPE $49M
NET 94
BOOK 85th
VS-ST 401(k)
BOY near Toray Advanced Composites USA Savings Plan
SCH ind #17578

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 Iowa →

End-of-year total assets ($M) among Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$49M
Net Income	$6M
Employer EIN	420665669
Plan Effective Date	1984-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Simmons Perrine Moyer Bergman PLC)

Latest sponsor-wide plan assets: $57M 30.082841137200617% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	96	$44M
2023	1	94	$49M
2024	1	107	$57M

Nearby 401(k) Plans in Iowa

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

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Toray Advanced Composites USA Savings Plan in CA ($49M); by covered participants it is Sba Defined Contribution Plan for C&f Finance in VA (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Toray Advanced Composites USA Savings Plan (CA) $49M · 458
Resonac Graphite America, Inc. 401(k) Plan (SC) $49M · 301
The Collins Companies Defined Contribution Plan (OR) $49M · 597
Interface Engineering Inc. Retirement Plan (OR) $49M · 247

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

Sba Defined Contribution Plan for C&f Finance (VA) 94 · 0 off
Environmental Products Group, Inc. 401(k) Plan (FL) 94 · 0 off
Palmetto Brick Employees' 401(k) Profit Sharing Plan (SC) 94 · 0 off
Bergaila & Associates, Inc. 401(k) Plan and Trust (TX) 94 · 0 off

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 Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.2% during 2023, from $44M to $49M. Reported net income was $6M.

How have Simmons Perrine Moyer Bergman PLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Simmons Perrine Moyer Bergman PLC's sponsor-wide assets grew 30.1%, from $44M to $57M.

Where does Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust ranks in the 85th 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 Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Toray Advanced Composites USA Savings Plan in CA ($49M, 458 participants).

Which 401(k) plans cover a similar participant headcount to Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Sba Defined Contribution Plan for C&f Finance in VA (94 participants, N/A 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 420665669.