401(k) · DOL Form 5500 · 2023

A.G. Simpson USA Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
227
Participants Below avg headcount
65th
Percentile by assets National rank
$60,624
Avg per participant Low balance/head
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Official DOL plan name: A.G. Simpson (USA) Inc. Retirement Plan · Sponsored by A.G. Simpson USA Inc · Michigan · Manufacturing

$14M in assets, 227 participants

A.G. Simpson USA Inc's A.G. Simpson (USA) Inc. Retirement Plan reported $14M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,996 in Manufacturing (18,722 peers)

Coverage in Michigan

A.G. Simpson (USA) Inc. Retirement Plan covers 227 participants in Michigan, about 36% of the average Michigan filer (state average ~638 per filing). Assets: $14M.

#9,996
in Manufacturing (18,722 peers)
+26.2%
assets growth YoY

A.G. Simpson (USA) Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

A.G. Simpson (USA) Inc. Retirement Plan vs every filed plan by assets

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

$13,761,576 Top 35% higher than 65% 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

A.G. Simpson (USA) Inc. Retirement 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. A.G. Simpson (USA) Inc. Retirement Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A.G. Simpson (USA) Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • A.G. Simpson (USA) Inc. Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • A.G. Simpson (USA) Inc. Retirement Plan reported participants rose from 211 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 980138071 · A.G. Simpson USA Inc PY 2023 · 401(k)

A.G. Simpson (USA) Inc. Retirement Plan · $14M · 227 · 65th

  • NET $14M
  • BOOK 227
  • VS-ST 65th
  • BOY 401(k)
  • SCH near The Hometown Savings Bank Employee 401(k) Plan and Trust
  • EBSA ind #9996

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 Michigan →

A.G. Simpson (USA) Inc. Retirement Plan in the asset neighbourhood

A.G. Simpson (USA) Inc. Retirement PlanA.G. Simpson (USA) Inc. Reti…$14MThe Hometown Savings Bank Employee 401(k) Plan and TrustThe Hometown Savings Bank Em…$14MThe Hometown Savings Bank Employee 401(k) Plan and TrustThe Hometown Savings Bank Em…$14MNuaxis Innovations 401(k) PlanNuaxis Innovations 401(k) Pl…$14MAvidyne Corporation 401(k) Retirement PlanAvidyne Corporation 401(k) R…$14M
End-of-year total assets ($M) among A.G. Simpson (USA) Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN980138071
Plan Effective Date1993-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (A.G. Simpson USA Inc)

Sponsor-wide plan assets over time

All A.G. Simpson USA Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 45.4674818379985% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.9M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 211 $11M
2023 1 227 $14M
2024 1 227 $16M

Nearby 401(k) Plans in Michigan

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

A.G. Simpson (USA) Inc. Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants A.G. Simpson (USA) Inc. Retirement Plan, Total assets ($B): 0.013761576 · Participants: 227A.G. Simpson (USA) Inc. Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
A.G. Simpson (USA) Inc. Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare A.G. Simpson (USA) Inc. Retirement Plan side-by-side with 3 peers →

A.G. Simpson (USA) Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The Hometown Savings Bank Employee 401(k) Plan and Trust in IN ($14M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 A.G. Simpson (USA) Inc. Retirement Plan assets move in 2023? ▼
A.G. Simpson (USA) Inc. Retirement Plan grew sharply - up 26.2% during 2023, from $11M to $14M. Reported net income was $3M.
How have A.G. Simpson USA Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.G. Simpson USA Inc's sponsor-wide assets grew 45.5%, from $11M to $16M.
Which 401(k) plans are similar in size to A.G. Simpson (USA) Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hometown Savings Bank Employee 401(k) Plan and Trust in IN ($14M, 107 participants).
Which 401(k) plans cover a similar participant headcount to A.G. Simpson (USA) Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 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 980138071.

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.