401(k) · DOL Form 5500 · 2023

Simitree Acquisition LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
278
Participants Below avg headcount
70th
Percentile by assets National rank
$61,951
Avg per participant Low balance/head
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Official DOL plan name: Simitree Healthcare Consulting, LLC 401(k) Plan · Sponsored by Simitree Acquisition LLC · Connecticut · Professional & Technical Services

$17M in assets, 278 participants

Simitree Acquisition LLC's Simitree Healthcare Consulting, LLC 401(k) Plan reported $17M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,093 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Simitree Healthcare Consulting, LLC 401(k) Plan covers 278 participants in Connecticut, about 39% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#14,093
in Professional & Technical Services (20,321 peers)
+34.8%
assets growth YoY

Simitree Healthcare Consulting, LLC 401(k) Plan's outsized position by total assets

Simitree Healthcare Consulting, LLC 401(k) Plan vs every filed plan by assets

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

$17,222,395 Top 30% higher than 70% 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

Simitree Healthcare Consulting, LLC 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. Simitree Healthcare Consulting, LLC 401(k) Plan sits mid-pack in the medium band (278 participants).

Form 5500 schedule snapshot

Filing strip 863586333 · Simitree Acquisition LLC PY 2023 · 401(k)

Simitree Healthcare Consulting, LLC 401(k) Plan · $17M · 278 · 70th

  • TYPE $17M
  • TYPE 278
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Chandler Signs, LLC 401(k) Plan
  • TYPE ind #14093

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 Connecticut →

Simitree Healthcare Consulting, LLC 401(k) Plan in the asset neighbourhood

Simitree Healthcare Consulting, LLC 401(k) PlanSimitree Healthcare Consulti…$17MChandler Signs, LLC 401(k) PlanChandler Signs, LLC 401(k) P…$17MOnerorx, Inc. 401(k) Plan$17MHolladay Property Services Midwest Inc. 401(k) Profit Sharing PlanHolladay Property Services M…$17MThe Perstorp 401(k) Retirement PlanThe Perstorp 401(k) Retireme…$17M
End-of-year total assets ($M) among Simitree Healthcare Consulting, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN863586333
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simitree Acquisition LLC)

Sponsor-wide plan assets over time

All Simitree Acquisition LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.67491919677838% vs 2023
2024 filing year
$16M$18M$20M$22M$24M 20232024 $17.2M $21.6M ▲ +25.7%
Year Plans Participants Total Assets
2023 1 278 $17M
2024 1 262 $22M

Nearby 401(k) Plans in Connecticut

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

Simitree Healthcare Consulting, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Simitree Healthcare Consulting, LLC 401(k) Plan, Total assets ($B): 0.017222395 · Participants: 278Simitree Healthcare Consulting, LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Simitree Healthcare Consulting, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Simitree Healthcare Consulting, LLC 401(k) Plan side-by-side with 3 peers →

Simitree Healthcare Consulting, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Chandler Signs, LLC 401(k) Plan in TX ($17M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Simitree Healthcare Consulting, LLC 401(k) Plan assets move in 2023? ▼
Simitree Healthcare Consulting, LLC 401(k) Plan surged - up 34.8% during 2023, from $13M to $17M. Reported net income was $4M.
How have Simitree Acquisition LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Simitree Acquisition LLC's sponsor-wide assets grew 25.7%, from $17M to $22M.
Which 401(k) plans are similar in size to Simitree Healthcare Consulting, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chandler Signs, LLC 401(k) Plan in TX ($17M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Simitree Healthcare Consulting, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 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 863586333.

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.