401(k) · DOL Form 5500 · 2024

Benjamin N. Simon 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1
Participants Small participant base
51st
Percentile by assets National rank
$8.0M
Avg per participant High balance/head
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Official DOL plan name: Benjamin N. Simon 401(k) Profit Sharing Plan · Sponsored by Benjamin N. Simon · California · Finance & Insurance

$8M in assets, 1 participants

Benjamin N. Simon's Benjamin N. Simon 401(k) Profit Sharing Plan reported $8M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,025 in Finance & Insurance (8,549 peers)

Benjamin N. Simon multi-year trail

Benjamin N. Simon's plans moved +23.4% in assets from 2022 to 2024; this filing shows Benjamin N. Simon 401(k) Profit Sharing Plan at $8M / 1 participant.

#3,025
in Finance & Insurance (8,549 peers)
+20.4%
assets growth YoY

Benjamin N. Simon 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Benjamin N. Simon 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,979,089 Top 49% higher than 51% of 123,620 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 2024

Benjamin N. Simon 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benjamin N. Simon 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Benjamin N. Simon 401(k) Profit Sharing Plan reported net income rose from $163K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Benjamin N. Simon 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330733979 · Benjamin N. Simon PY 2024 · 401(k)

Benjamin N. Simon 401(k) Profit Sharing Plan · $8M · 1 · 51st

  • PCT $8M
  • PCT 1
  • PCT 51st
  • PCT 401(k)
  • PCT near Ritalka, Inc. 401(k) Plan
  • PCT ind #3025

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 Finance & Insurance retirement plans → · Plans in California →

Benjamin N. Simon 401(k) Profit Sharing Plan in the asset neighbourhood

Benjamin N. Simon 401(k) Profit Sharing PlanBenjamin N. Simon 401(k) Pro…$8MRitalka, Inc. 401(k) Plan$8MMilitary Produce Group LLC 401(k) Profit Sharing Plan & TrustMilitary Produce Group LLC 4…$8MAdtrav Corporation 401(k) Retirement PlanAdtrav Corporation 401(k) Re…$8MMeridian Services Group, LLC 401(k) PlanMeridian Services Group, LLC…$8M
End-of-year total assets ($M) among Benjamin N. Simon 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Benjamin N. Simon multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin N. Simon plans reported in each filing year

Latest sponsor-wide plan assets
$8M 23.41816078210882% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.47M $7.98M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 1 $6M
2023 1 1 $7M
2024 1 1 $8M

Benjamin N. Simon filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN330733979
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Benjamin N. Simon 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Benjamin N. Simon 401(k) Profit Sharing Plan, Total assets ($B): 0.007979089 · Participants: 1Benjamin N. Simon 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Benjamin N. Simon 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Benjamin N. Simon 401(k) Profit Sharing Plan side-by-side with 3 peers →

Benjamin N. Simon 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ritalka, Inc. 401(k) Plan in MN ($8M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Benjamin N. Simon 401(k) Profit Sharing Plan assets move in 2024? ▼
Benjamin N. Simon 401(k) Profit Sharing Plan grew sharply - up 20.4% during 2024, from $7M to $8M. Reported net income was $1M.
How have Benjamin N. Simon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin N. Simon's sponsor-wide assets grew 23.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Benjamin N. Simon 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ritalka, Inc. 401(k) Plan in MN ($8M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Benjamin N. Simon 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

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 330733979.

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.