401(k) · DOL Form 5500 · 2023

Price-Simms Management, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1,162
Participants Near avg headcount
81st
Percentile by assets National rank
$30,555
Avg per participant Low balance/head
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Official DOL plan name: Price Simms Family Advantage 401(k) Plan · Sponsored by Price-Simms Management, Inc. · California · Retail Trade

$36M in assets, 1,162 participants

Price-Simms Management, Inc.'s Price Simms Family Advantage 401(k) Plan reported $36M in total assets and 1,162 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,528 in Retail Trade (8,414 peers)

Where Price Simms Family Advantage 401(k) Plan sits by assets

Price Simms Family Advantage 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 1,162 participants (~$30,555/participant), up 19.5% in 2023.

#7,528
in Retail Trade (8,414 peers)
+19.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Price Simms Family Advantage 401(k) Plan's outsized position by total assets

Price Simms Family Advantage 401(k) Plan vs every filed plan by assets

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

$35,505,179 Top 19% higher than 81% 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

Price Simms Family Advantage 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Price Simms Family Advantage 401(k) Plan lands in the large band (1,162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Price Simms Family Advantage 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Price Simms Family Advantage 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Price Simms Family Advantage 401(k) Plan reported participants rose from 1,001 in the plan year 2022 filing to 1,162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 465176177 · Price-Simms Management, Inc. PY 2023 · 401(k)

Price Simms Family Advantage 401(k) Plan · $36M · 1,162 · 81st

  • IND $36M
  • EOY 1,162
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Picut Industries, Inc. 401(k) Savings Plan
  • EIN ind #7528

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 California →

Price Simms Family Advantage 401(k) Plan in the asset neighbourhood

Price Simms Family Advantage 401(k) PlanPrice Simms Family Advantage…$36MKey Enterprises LLC Employee 401(k) PlanKey Enterprises LLC Employee…$36MMetropolitan Pediatrics, LLC 401(k) Retirement PlanMetropolitan Pediatrics, LLC…$36MPicut Industries, Inc. 401(k) Savings PlanPicut Industries, Inc. 401(k…$36MSchaedler Yesco Distribution Inc. 401(k) PlanSchaedler Yesco Distribution…$36M
End-of-year total assets ($M) among Price Simms Family Advantage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN465176177
Plan Effective Date2003-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Price-Simms Management, Inc.)

Sponsor-wide plan assets over time

All Price-Simms Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 32.67484409585759% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.7M $39.4M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 1,001 $30M
2023 1 1,162 $36M
2024 1 1,172 $39M

Nearby 401(k) Plans in California

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

Price Simms Family Advantage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Price Simms Family Advantage 401(k) Plan, Total assets ($B): 0.035505179 · Participants: 1162Price Simms Family Advantage 401(k) 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
Price Simms Family Advantage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Price Simms Family Advantage 401(k) Plan side-by-side with 3 peers →

Price Simms Family Advantage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Picut Industries, Inc. 401(k) Savings Plan in NJ ($36M); by covered participants it is Caravel Autism Health, LLC 401(k) Plan in WI (1,162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,162 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 Price Simms Family Advantage 401(k) Plan assets move in 2023? ▼
Price Simms Family Advantage 401(k) Plan grew sharply - up 19.5% during 2023, from $30M to $36M. Reported net income was $6M.
How have Price-Simms Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Price-Simms Management, Inc.'s sponsor-wide assets grew 32.7%, from $30M to $39M.
Where does Price Simms Family Advantage 401(k) Plan rank by assets among Form 5500 filers? ▼
Price Simms Family Advantage 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Price Simms Family Advantage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Picut Industries, Inc. 401(k) Savings Plan in NJ ($36M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Price Simms Family Advantage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caravel Autism Health, LLC 401(k) Plan in WI (1,162 participants, $12M 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 465176177.

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.