401(k)
2024 plan-year 401(k) DOL Form 5500

Simonson Properties Company 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Simonson Properties Company Β· Minnesota Β· Retail Trade

What the 2023 filing shows

Simonson Properties Company 401(k) Savings Plan holds N/A for 294 participants.

N/A
total plan assets (2024 EOY)
294
covered participants
$-16,425,392
reported net income

The plan reported a net loss of $16M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
294
State
Industry
Retail Trade

What the Filing Says About Simonson Properties Company 401(k) Savings Plan

Simonson Properties Company 401(k) Savings Plan is a 401(k) retirement plan sponsored by Simonson Properties Company, headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 294 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 411289033, and the plan has been effective since 1995-07-04. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-16,425,392 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-16,425,392
Plan Type401(k)
Employer EIN411289033
Plan Effective Date1995-07-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Simonson Properties Company)

Year Plans Participants Total Assets
2022 1 206 $13M
2023 1 235 $16M
2024 1 294 N/A

Nearby 401(k) Plans in Minnesota

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Frequently Asked Questions

How much money is in the Simonson Properties Company 401(k) Savings Plan?
As of the 2024 Form 5500 filing, Simonson Properties Company 401(k) Savings Plan holds N/A in total assets with 294 participants. It is sponsored by Simonson Properties Company.
What type of plan is Simonson Properties Company 401(k) Savings Plan?
Simonson Properties Company 401(k) Savings Plan is a 401(k) plan. It has been effective since 1995-07-04. The plan is filed with the U.S. Department of Labor under EIN 411289033.
Who sponsors the Simonson Properties Company 401(k) Savings Plan?
Simonson Properties Company 401(k) Savings Plan is sponsored by Simonson Properties Company, located in Minnesota. The sponsor's EIN is 411289033 and the plan operates in the Retail Trade industry.
How did Simonson Properties Company 401(k) Savings Plan perform in 2024?
Simonson Properties Company 401(k) Savings Plan held N/A in total assets at the end of 2024. Net income was $-16,425,392.
Where can I find official filings for Simonson Properties Company 401(k) Savings Plan?
Official Form 5500 filings for Simonson Properties Company 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411289033 or plan name at efast.dol.gov.
How does Simonson Properties Company 401(k) Savings Plan compare to other plans?
You can compare Simonson Properties Company 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 411289033.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.