401(k) · DOL Form 5500 · 2023

Simco Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
166
Participants Small participant base
63rd
Percentile by assets National rank
$72,372
Avg per participant Below avg balance/head
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Official DOL plan name: Simco Logistics, LLC Union Employees' 401(k) Plan · Sponsored by Simco Logistics, LLC · New Jersey · Wholesale Trade

$12M in assets, 166 participants

Simco Logistics, LLC's Simco Logistics, LLC Union Employees' 401(k) Plan reported $12M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,499 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Simco Logistics, LLC Union Employees' 401(k) Plan covers 166 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#3,499
in Wholesale Trade (6,309 peers)
+15.8%
assets growth YoY

Simco Logistics, LLC Union Employees' 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Simco Logistics, LLC Union Employees' 401(k) Plan vs every filed plan by assets

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

$12,013,732 Top 37% higher than 63% 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

Simco Logistics, LLC Union Employees' 401(k) 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. Simco Logistics, LLC Union Employees' 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simco Logistics, LLC Union Employees' 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Simco Logistics, LLC Union Employees' 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 166 in the plan year 2023 filing.
  • Simco Logistics, LLC Union Employees' 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232013600 · Simco Logistics, LLC PY 2023 · 401(k)

Simco Logistics, LLC Union Employees' 401(k) Plan · $12M · 166 · 63rd

  • BOOK $12M
  • BOOK 166
  • BOOK 63rd
  • BOOK 401(k)
  • BOOK near Educational Bus Transportation, Inc. 401(k) Plan
  • BOOK ind #3499

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Simco Logistics, LLC Union Employees' 401(k) Plan in the asset neighbourhood

Simco Logistics, LLC Union Employees' 401(k) PlanSimco Logistics, LLC Union E…$12MEducational Bus Transportation, Inc. 401(k) PlanEducational Bus Transportati…$12MUbilinx Technology, Inc. 401(k) PlanUbilinx Technology, Inc. 401…$12MDepartment of Commerce Federal Credit Union 401(k) PlanDepartment of Commerce Feder…$12MFerragon Corp. Thrift Incentive PlanFerragon Corp. Thrift Incent…$12M
End-of-year total assets ($M) among Simco Logistics, LLC Union Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN232013600
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simco Logistics, LLC)

Sponsor-wide plan assets over time

All Simco Logistics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 15.84623638867964% vs 2022
2023 filing year
$10M$10.5M$11M$11.5M$12M$12.5M 20222023 $10.4M $12M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 139 $10M
2023 1 166 $12M

Nearby 401(k) Plans in New Jersey

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

Simco Logistics, LLC Union Employees' 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Simco Logistics, LLC Union Employees' 401(k) Plan, Total assets ($B): 0.012013732 · Participants: 166Simco Logistics, LLC Union Employees' 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Simco Logistics, LLC Union Employees' 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Simco Logistics, LLC Union Employees' 401(k) Plan side-by-side with 3 peers →

Simco Logistics, LLC Union Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Educational Bus Transportation, Inc. 401(k) Plan in NY ($12M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Simco Logistics, LLC Union Employees' 401(k) Plan assets move in 2023? ▼
Simco Logistics, LLC Union Employees' 401(k) Plan grew sharply - up 15.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Simco Logistics, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Simco Logistics, LLC's sponsor-wide assets grew 15.8%, from $10M to $12M.
Which 401(k) plans are similar in size to Simco Logistics, LLC Union Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Educational Bus Transportation, Inc. 401(k) Plan in NY ($12M, 1,397 participants).
Which 401(k) plans cover a similar participant headcount to Simco Logistics, LLC Union Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 232013600.

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.