401(k) · DOL Form 5500 · 2024

Simon Property Group, L.P. 401(k) Plan

Data updated 2026-08-11

$598M
Total assets
3,474
Participants
98th
Percentile by assets
$172,032
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Simon Property Group and Adopting Entities Matching Savings Plan · Sponsored by Simon Property Group, L.P. · Indiana · Real Estate

$598M in assets, 3,474 participants

Simon Property Group, L.P.'s Simon Property Group and Adopting Entities Matching Savings Plan reported $598M in total assets and 3,474 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 123,622 plans)
  • #4,586 in Real Estate (4,605 peers)

Coverage in Indiana

Simon Property Group and Adopting Entities Matching Savings Plan covers 3,474 participants in Indiana, 6.4x the typical Indiana plan (state average ~541 per filing). Assets: $598M.

$598M
total plan assets (2024 EOY)
3,474
covered participants
98th
percentile by assets (of 123,622 plans)
$172,032
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simon Property Group and Adopting Entities Matching Savings Plan reported net income fell from $68M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Simon Property Group and Adopting Entities Matching Savings Plan end-of-year assets rose from $543M in the plan year 2023 filing to $598M in the plan year 2024 filing.
  • Simon Property Group and Adopting Entities Matching Savings Plan reported participants rose from 3,390 in the plan year 2023 filing to 3,474 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Indiana
Industry
Real Estate

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Simon Property Group and Adopting Entities Matching Savings Plan reports 3,474 participants - 6.4x that state average ($598M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$543M
Net Assets (End of Year)$598M
Net Income$55M
Employer EIN341755769
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Property Group, L.P.)

$450M$500M$550M$600M$650M 202220232024 $476M $598M ▲ +25.5%
Total plan assets by year, all Simon Property Group, L.P. plans on file
Year Plans Participants Total Assets
2022 1 3,271 $476M
2023 1 3,390 $543M
2024 1 3,474 $598M

Nearby 401(k) Plans in Indiana

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

Simon Property Group and Adopting Entities Matching Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Simon Property Group and Adopting Entities Matching Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Simon Property Group…The Lilly Employee 4…Elevance Health 401(…Cummins Retirement a…Iu Health 401(k) Sav…Steel Dynamics, Inc.…
Simon Property Group and Adopting Entities Matching Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Simon Property Group and Adopting Entiti… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Simon Property Group and Adopting Entities Matching Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Simon Property Group and Adopting Entities Matching Savings Plan assets move in 2024? ▼
Simon Property Group and Adopting Entities Matching Savings Plan grew at a solid clip - up 10.1% during 2024, from $543M to $598M. Reported net income was $55M.
How have Simon Property Group, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Property Group, L.P.'s sponsor-wide assets grew 25.5%, from $476M to $598M.
Where does Simon Property Group and Adopting Entities Matching Savings Plan rank by assets among Form 5500 filers? ▼
Simon Property Group and Adopting Entities Matching Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Simon Property Group and Adopting Entities Matching Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert Half Inc. 401(k) Plan in CA ($598M, 5,751 participants).

Next read for Simon Property Group and Adopting Entiti…

Filing takeaways

Ways to act on Simon Property Group and Adopting Entities Matching Savings Plan's numbers.

  • By total assets, Simon Property Group and Adopting Entities Matching Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
  • Simon Property Group, L.P.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Real Estate plans

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) - original filing retrieval by EIN 341755769.

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.