401(k) · DOL Form 5500 · 2024
Simon Property Group, L.P. 401(k) Plan
Data updated 2026-08-25
- $598M
- Total assets Above avg plan size
- 3,474
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $172,032
- Avg per participant Above avg balance/head
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.
- #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.
- #4,586
- in Real Estate (4,605 peers)
- +10.1%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
Simon Property Group and Adopting Entities Matching Savings Plan's outsized position by total assets
Simon Property Group and Adopting Entities Matching Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$597,638,417 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Simon Property Group and Adopting Entities Matching Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Property Group and Adopting Entities Matching Savings Plan lands in the large band (3,474 participants).
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.
EBSA filing schedule strip
Filing strip 341755769 · Simon Property Group, L.P. PY 2024 · 401(k)
Simon Property Group and Adopting Entities Matching Savings Plan · $598M · 3,474 · 98th
- EOY $598M
- EOY 3,474
- EOY 98th
- EOY 401(k)
- EOY near Robert Half Inc. 401(k) Plan
- EOY ind #4586
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 Real Estate retirement plans → · Plans in Indiana →
Simon Property Group and Adopting Entities Matching Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $543M |
|---|---|
| Net Assets (End of Year) | $598M |
| Net Income | $55M |
| Employer EIN | 341755769 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simon Property Group, L.P.)
Sponsor-wide plan assets over time
All Simon Property Group, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $598M 25.548158526477334% vs 2022
- 2024 filing year
| 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.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Simon Property Group and Adopting Entities Matching Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Robert Half Inc. 401(k) Plan in CA ($598M); by covered participants it is Nvent Management Company Retirement Savings and Investment Plan in MN (3,474 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($598M here).
- Robert Half Inc. 401(k) Plan (CA) $598M · 5,751
- Directv Retirement Savings Plan (CA) $597M · 7,881
- Safran Retirement and Savings Account Plan (TX) $598M · 3,275
- Tag the Aspen Group 401(k) Plan (NY) $597M · 20,662
Similar participant headcount
Nearest other-state filings by covered participants (3,474 participants); asset peers above are excluded.
- Nvent Management Company Retirement Savings and Investment Plan (MN) 3,474 · 0 off
- Bio-Rad Laboratories, Inc. 401(k) Profit Sharing Plan (CA) 3,471 · 3 off
- Blain Supply and Farm & Fleet Profit Sharing 401(k) Plan (WI) 3,477 · 3 off
- Danfoss USA Savings Plan (IA) 3,478 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.