401(k) · DOL Form 5500 · 2023

Simoni & Massoni Farms 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
35th
Percentile by assets National rank
$142,909
Avg per participant Near avg balance/head
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Official DOL plan name: Simoni & Massoni Farms 401(k) Profit Sharing Plan · Sponsored by Simoni & Massoni Farms · California · Agriculture, Forestry & Fishing

$3M in assets, 20 participants

Simoni & Massoni Farms's Simoni & Massoni Farms 401(k) Profit Sharing Plan reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #456 in Agriculture, Forestry & Fishing (1,288 peers)

Simoni & Massoni Farms multi-year trail

Simoni & Massoni Farms's plans moved +17.2% in assets from 2022 to 2024; this filing shows Simoni & Massoni Farms 401(k) Profit Sharing Plan at $3M / 20 participants.

#456
in Agriculture, Forestry & Fishing (1,288 peers)
-4.9%
assets change YoY

The plan reported a net loss of $147K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simoni & Massoni Farms 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Simoni & Massoni Farms 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,858,185 35th percentile higher than 35% 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

Simoni & Massoni Farms 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simoni & Massoni Farms 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simoni & Massoni Farms 401(k) Profit Sharing Plan reported participants fell from 36 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Simoni & Massoni Farms 401(k) Profit Sharing Plan reported net income rose from -$174K in the plan year 2022 filing to -$147K in the plan year 2023 filing.
  • Simoni & Massoni Farms 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942724834 · Simoni & Massoni Farms PY 2023 · 401(k)

Simoni & Massoni Farms 401(k) Profit Sharing Plan · $3M · 20 · 35th

  • BOOK $3M
  • VS-ST 20
  • BOY 35th
  • SCH 401(k)
  • EBSA near Cr Fitness Holdings LLC 401(k) Plan
  • PART ind #456

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Simoni & Massoni Farms 401(k) Profit Sharing Plan in the asset neighbourhood

Simoni & Massoni Farms 401(k) Profit Sharing PlanSimoni & Massoni Farms 401(k…$3MCr Fitness Holdings LLC 401(k) PlanCr Fitness Holdings LLC 401(…$3MParker Machine Company Incorporated 401(k) PlanParker Machine Company Incor…$3MNorthwest Machining & Mfg Profit Sharing 401(k) PlanNorthwest Machining & Mfg Pr…$3MInns of Aurora, LLC 401(k) PlanInns of Aurora, LLC 401(k) P…$3M
End-of-year total assets ($M) among Simoni & Massoni Farms 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Simoni & Massoni Farms multi-year asset trail

Sponsor-wide plan assets over time

All Simoni & Massoni Farms plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.15473528099369% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.01M $3.52M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 36 $3M
2023 1 20 $3M
2024 1 11 $4M

Simoni & Massoni Farms filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$147K
Employer EIN942724834
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Simoni & Massoni Farms 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Simoni & Massoni Farms 401(k) Profit Sharing Plan, Total assets ($B): 0.002858185 · Participants: 20Simoni & Massoni Farms 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Simoni & Massoni Farms 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Simoni & Massoni Farms 401(k) Profit Sharing Plan side-by-side with 3 peers →

Simoni & Massoni Farms 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cr Fitness Holdings LLC 401(k) Plan in FL ($3M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Simoni & Massoni Farms 401(k) Profit Sharing Plan assets move in 2023? ▼
Simoni & Massoni Farms 401(k) Profit Sharing Plan edged down modestly - down 4.9% during 2023, from $3M to $3M. Reported net income was -$147K.
How have Simoni & Massoni Farms plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simoni & Massoni Farms's sponsor-wide assets grew 17.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Simoni & Massoni Farms 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cr Fitness Holdings LLC 401(k) Plan in FL ($3M, 1,135 participants).
Which 401(k) plans cover a similar participant headcount to Simoni & Massoni Farms 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 942724834.

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.