401(k) · DOL Form 5500 · 2023

Samtec, Inc. 401(k) Plan

Data updated 2026-08-11

$512M
Total assets
2,112
Participants
97th
Percentile by assets
$242,444
Avg per participant
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Official DOL plan name: Samtec, Incorporated Retirement Plan · Sponsored by Samtec, Inc. · Indiana · Manufacturing

$512M in assets, 2,112 participants

Samtec, Inc.'s Samtec, Incorporated Retirement Plan reported $512M in total assets and 2,112 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #17,955 in Manufacturing (18,722 peers)

Coverage in Indiana

Samtec, Incorporated Retirement Plan covers 2,112 participants in Indiana, 3.9x the typical Indiana plan (state average ~541 per filing). Assets: $512M.

$512M
total plan assets (2023 EOY)
2,112
covered participants
97th
percentile by assets (of 127,072 plans)
$242,444
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samtec, Incorporated Retirement Plan reported net income rose from -$71M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Samtec, Incorporated Retirement Plan end-of-year assets rose from $416M in the plan year 2022 filing to $512M in the plan year 2023 filing.
  • Samtec, Incorporated Retirement Plan reported participants rose from 1,868 in the plan year 2022 filing to 2,112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Samtec, Incorporated Retirement Plan reports 2,112 participants - 3.9x that state average ($512M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$416M
Net Assets (End of Year)$512M
Net Income$96M
Employer EIN351399589
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samtec, Inc.)

$300M$400M$500M$600M 202220232024 $416M $583M ▲ +40.1%
Total plan assets by year, all Samtec, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,868 $416M
2023 1 2,112 $512M
2024 1 2,000 $583M

Nearby 401(k) Plans in Indiana

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

Samtec, Incorporated Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Samtec, Incorporated Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Samtec, Incorporated…The Lilly Employee 4…Elevance Health 401(…Cummins Retirement a…Iu Health 401(k) Sav…Steel Dynamics, Inc.…
Samtec, Incorporated Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Samtec, Incorporated Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Samtec, Incorporated Retirement Plan assets move in 2023?
Samtec, Incorporated Retirement Plan grew sharply - up 23.0% during 2023, from $416M to $512M. Reported net income was $96M.
How have Samtec, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Samtec, Inc.'s sponsor-wide assets grew 40.1%, from $416M to $583M.
Where does Samtec, Incorporated Retirement Plan rank by assets among Form 5500 filers?
Samtec, Incorporated Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Samtec, Incorporated Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Kilpatrick Townsend & Stockton LLP Retirement Savings Plan in GA ($512M, 806 participants).

Next read for Samtec, Incorporated Retirement Plan

Filing takeaways

Ways to act on Samtec, Incorporated Retirement Plan's numbers.