401(k) · DOL Form 5500 · 2023
Samson Investment Holding Co. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 1,261
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $28,180
- Avg per participant Low balance/head
Official DOL plan name: Samson Investment Holding Co. Retirement Savings Plan & Trust · Sponsored by Samson Investment Holding Co. · North Carolina · Manufacturing
$36M in assets, 1,261 participants
Samson Investment Holding Co.'s Samson Investment Holding Co. Retirement Savings Plan & Trust reported $36M in total assets and 1,261 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #13,831 in Manufacturing (18,722 peers)
Where Samson Investment Holding Co. Retirement Savings Plan & Trust sits by assets
Samson Investment Holding Co. Retirement Savings Plan & Trust sits in the top quartile of all filed plans by assets, $36M for 1,261 participants (~$28,180/participant), up 17.7% in 2023.
- #13,831
- in Manufacturing (18,722 peers)
- +17.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Samson Investment Holding Co. Retirement Savings Plan & Trust's outsized position by total assets
Samson Investment Holding Co. Retirement Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,535,080 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Samson Investment Holding Co. Retirement Savings Plan & Trust'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. Samson Investment Holding Co. Retirement Savings Plan & Trust lands in the large band (1,261 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Samson Investment Holding Co. Retirement Savings Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Samson Investment Holding Co. Retirement Savings Plan & Trust end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Samson Investment Holding Co. Retirement Savings Plan & Trust reported participants fell from 1,459 in the plan year 2022 filing to 1,261 in the plan year 2023 filing.
DOL schedule card
Filing strip 200034952 · Samson Investment Holding Co. PY 2023 · 401(k)
Samson Investment Holding Co. Retirement Savings Plan & Trust · $36M · 1,261 · 82nd
- PHOTO $36M
- IND 1,261
- EOY 82nd
- 5500 401(k)
- ASSETS near Epps Air Service, Inc. 401(k) Profit Sharing Plan
- PCT ind #13831
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 North Carolina →
Samson Investment Holding Co. Retirement Savings Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 200034952 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samson Investment Holding Co.)
Sponsor-wide plan assets over time
All Samson Investment Holding Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 34.41292588694504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,459 | $30M |
| 2023 | 1 | 1,261 | $36M |
| 2024 | 1 | 1,196 | $41M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Samson Investment Holding Co. Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Epps Air Service, Inc. 401(k) Profit Sharing Plan in GA ($36M); by covered participants it is Computer Task Group, Inc. 401(k) Retirement Plan in NY (1,261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Epps Air Service, Inc. 401(k) Profit Sharing Plan (GA) $36M · 149
- Long Island Plastic Surgical Group, P.C. 401(k) Savings Plan (NY) $36M · 277
- Carbon, Inc. 401(k) Plan (CA) $36M · 401
- Jcj Architecture 401(k) Plan (CT) $36M · 156
Similar participant headcount
Nearest other-state filings by covered participants (1,261 participants); asset peers above are excluded.
- Computer Task Group, Inc. 401(k) Retirement Plan (NY) 1,261 · 0 off
- Remedi Seniorcare 401(k) Plan (MD) 1,261 · 0 off
- Mustang Employees' 401(k) Plan (TX) 1,261 · 0 off
- Edmentum Savings and Retirement Plan (MN) 1,262 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.