401(k) · DOL Form 5500 · 2023

Simonson Properties Company 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
235
Participants Below avg headcount
69th
Percentile by assets National rank
$69,895
Avg per participant Below avg balance/head
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Official DOL plan name: Simonson Properties Company 401(k) Savings Plan · Sponsored by Simonson Properties Company · Minnesota · Retail Trade

$16M in assets, 235 participants

Simonson Properties Company's Simonson Properties Company 401(k) Savings Plan reported $16M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,704 in Retail Trade (8,414 peers)

Coverage in Minnesota

Simonson Properties Company 401(k) Savings Plan covers 235 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#6,704
in Retail Trade (8,414 peers)
+26.0%
assets growth YoY

Simonson Properties Company 401(k) Savings Plan's outsized position by total assets

Simonson Properties Company 401(k) Savings Plan vs every filed plan by assets

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

$16,425,392 Top 31% higher than 69% 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

Simonson Properties Company 401(k) Savings 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. Simonson Properties Company 401(k) Savings Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simonson Properties Company 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Simonson Properties Company 401(k) Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Simonson Properties Company 401(k) Savings Plan reported participants rose from 206 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411289033 · Simonson Properties Company PY 2023 · 401(k)

Simonson Properties Company 401(k) Savings Plan · $16M · 235 · 69th

  • VS-ST $16M
  • VS-ST 235
  • VS-ST 69th
  • VS-ST 401(k)
  • VS-ST near Tingue, Brown & Co. 401(k) Plan
  • VS-ST ind #6704

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 Retail Trade retirement plans → · Plans in Minnesota →

Simonson Properties Company 401(k) Savings Plan in the asset neighbourhood

Simonson Properties Company 401(k) Savings PlanSimonson Properties Company …$16MTingue, Brown & Co. 401(k) PlanTingue, Brown & Co. 401(k) P…$16MTulley Automotive Group, Inc. 401(k) Profit Sharing PlanTulley Automotive Group, Inc…$16MCmg Chelsea, LLC and Affiliates 401(k) PlanCmg Chelsea, LLC and Affilia…$16MLandry/French Construction Company Employee Stock Ownership 401(k) PlanLandry/French Construction C…$16M
End-of-year total assets ($M) among Simonson Properties Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN411289033
Plan Effective Date1995-07-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Simonson Properties Company)

Sponsor-wide plan assets over time

All Simonson Properties Company plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $13M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 206 $13M
2023 1 235 $16M
2024 1 294 N/A

Nearby 401(k) Plans in Minnesota

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

Simonson Properties Company 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Simonson Properties Company 401(k) Savings Plan, Total assets ($B): 0.016425392 · Participants: 235Simonson Properties Company 401(k) Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Simonson Properties Company 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Simonson Properties Company 401(k) Savings Plan side-by-side with 3 peers →

Simonson Properties Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Tingue, Brown & Co. 401(k) Plan in GA ($16M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Simonson Properties Company 401(k) Savings Plan assets move in 2023? ▼
Simonson Properties Company 401(k) Savings Plan grew sharply - up 26.0% during 2023, from $13M to $16M. Reported net income was $3M.
Which 401(k) plans are similar in size to Simonson Properties Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tingue, Brown & Co. 401(k) Plan in GA ($16M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Simonson Properties Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 411289033.

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.