401(k) · DOL Form 5500 · 2023

Simbionte Investment Group Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$314,775
Avg per participant High balance/head
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Official DOL plan name: Simbionte Investment Group Inc. Retirement Plan · Sponsored by Simbionte Investment Group Inc. · Maryland · Manufacturing

$1M in assets, 4 participants

Simbionte Investment Group Inc.'s Simbionte Investment Group Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,156 in Manufacturing (18,722 peers)

Simbionte Investment Group Inc. multi-year trail

Simbionte Investment Group Inc.'s plans moved -58.5% in assets from 2022 to 2024; this filing shows Simbionte Investment Group Inc. Retirement Plan at $1M / 4 participants.

#2,156
in Manufacturing (18,722 peers)
-3.1%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simbionte Investment Group Inc. Retirement Plan among the smaller filed plans by assets

Simbionte Investment Group Inc. Retirement Plan vs every filed plan by assets

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

$1,259,098 26th percentile higher than 26% 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

Simbionte Investment Group Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simbionte Investment Group Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simbionte Investment Group Inc. Retirement Plan reported net income fell from $359K in the plan year 2022 filing to -$41K in the plan year 2023 filing.
  • Simbionte Investment Group Inc. Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Simbionte Investment Group Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 825148227 · Simbionte Investment Group Inc. PY 2023 · 401(k)

Simbionte Investment Group Inc. Retirement Plan · $1M · 4 · 26th

  • SCH $1M
  • EBSA 4
  • PART 26th
  • TYPE 401(k)
  • NET near Oakdale Seniors Alliance, LLC 401(k) Plan
  • BOOK ind #2156

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 Maryland →

Simbionte Investment Group Inc. Retirement Plan in the asset neighbourhood

Simbionte Investment Group Inc. Retirement PlanSimbionte Investment Group I…$1MOakdale Seniors Alliance, LLC 401(k) PlanOakdale Seniors Alliance, LL…$1MMillennium Neonatology PLLC 401(k) Profit Sharing Plan & TrustMillennium Neonatology PLLC …$1MTfg Advisers LLC 401(k) Profit Sharing Plan & TrustTfg Advisers LLC 401(k) Prof…$1MSiosal Holdings, Inc. 401(k) PlanSiosal Holdings, Inc. 401(k)…$1M
End-of-year total assets ($M) among Simbionte Investment Group Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Simbionte Investment Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Simbionte Investment Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$539K 58.52386494492705% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.3M $0.54M ▼ -58.5%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 2 $539K

Simbionte Investment Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$41K
Employer EIN825148227
Plan Effective Date2018-04-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Simbionte Investment Group Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Simbionte Investment Group Inc. Retirement Plan, Total assets ($B): 0.001259098 · Participants: 4Simbionte Investment Group Inc. Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Simbionte Investment Group Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Simbionte Investment Group Inc. Retirement Plan side-by-side with 3 peers →

Simbionte Investment Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Oakdale Seniors Alliance, LLC 401(k) Plan in TN ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Simbionte Investment Group Inc. Retirement Plan assets move in 2023? ▼
Simbionte Investment Group Inc. Retirement Plan edged down modestly - down 3.1% during 2023, from $1M to $1M. Reported net income was -$41K.
How have Simbionte Investment Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simbionte Investment Group Inc.'s sponsor-wide assets declined 58.5%, from $1M to $539K.
Which 401(k) plans are similar in size to Simbionte Investment Group Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oakdale Seniors Alliance, LLC 401(k) Plan in TN ($1M, 761 participants).
Which 401(k) plans cover a similar participant headcount to Simbionte Investment Group Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 825148227.

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.