401(k) · DOL Form 5500 · 2023

Samtec, Inc. 401(k) Plan

Data updated 2026-08-25

$512M
Total assets Above avg plan size
2,112
Participants Near avg headcount
97th
Percentile by assets National rank
$242,444
Avg per participant Above avg balance/head
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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.

  • #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.

#17,955
in Manufacturing (18,722 peers)
+23.0%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Samtec, Incorporated Retirement Plan's outsized position by total assets

Samtec, Incorporated Retirement Plan vs every filed plan by assets

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

$512,040,974 Top 3% higher than 97% 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

Samtec, Incorporated Retirement 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. Samtec, Incorporated Retirement Plan lands in the large band (2,112 participants).

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 →

Published 5500 schedule card

Filing strip 351399589 · Samtec, Inc. PY 2023 · 401(k)

Samtec, Incorporated Retirement Plan · $512M · 2,112 · 97th

  • IND $512M
  • EOY 2,112
  • 5500 97th
  • ASSETS 401(k)
  • PCT near Kilpatrick Townsend & Stockton LLP Retirement Savings Plan
  • EIN ind #17955

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 Indiana →

Samtec, Incorporated Retirement Plan in the asset neighbourhood

Eide Bailly LLP 401(k) Profit Sharing PlanEide Bailly LLP 401(k) Profi…$513MIon Group 401(k) Plan$512MSnell & Wilmer Profit Sharing and Savings PlanSnell & Wilmer Profit Sharin…$512MSamtec, Incorporated Retirement PlanSamtec, Incorporated Retirem…$512MKilpatrick Townsend & Stockton LLP Retirement Savings PlanKilpatrick Townsend & Stockt…$512M
End-of-year total assets ($M) among Samtec, Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Samtec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$583M 40.09472194225581% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $416M $583M ▲ +40.1%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Samtec, Incorporated Retirement Plan, Total assets ($B): 0.512040974 · Participants: 2112Samtec, Incorporated Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Samtec, Incorporated Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Samtec, Incorporated Retirement Plan side-by-side with 3 peers →

Samtec, Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Kilpatrick Townsend & Stockton LLP Retirement Savings Plan in GA ($512M); by covered participants it is Security 401(k) Profit-Sharing and Savings Plan in SC (2,112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($512M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,112 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 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).
Which 401(k) plans cover a similar participant headcount to Samtec, Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Security 401(k) Profit-Sharing and Savings Plan in SC (2,112 participants, $102M 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 351399589.

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.