401(k) · DOL Form 5500 · 2022

Simple. Optimized. Solutions. Inc. 401(k) Plan

Data updated 2026-08-25

$680K
Total assets Small plan by assets
21
Participants Small participant base
21st
Percentile by assets National rank
$32,372
Avg per participant Low balance/head
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Official DOL plan name: Simple. Optimized. Solutions. Inc. 401(k) Plan · Sponsored by Simple. Optimized. Solutions. Inc. · North Dakota · Healthcare & Social Assistance

$680K in assets, 21 participants

Simple. Optimized. Solutions. Inc.'s Simple. Optimized. Solutions. Inc. 401(k) Plan reported $680K in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,510 in Healthcare & Social Assistance (20,060 peers)

Simple. Optimized. Solutions. Inc. multi-year trail

Simple. Optimized. Solutions. Inc.'s plans moved +438.1% in assets from 2022 to 2024; this filing shows Simple. Optimized. Solutions. Inc. 401(k) Plan at $680K / 21 participants.

#3,510
in Healthcare & Social Assistance (20,060 peers)
+101.5%
assets growth YoY

Simple. Optimized. Solutions. Inc. 401(k) Plan among the smaller filed plans by assets

Simple. Optimized. Solutions. Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$679,811 21st percentile higher than 21% of 139,123 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 2022

Simple. Optimized. Solutions. Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simple. Optimized. Solutions. Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 812501211 · Simple. Optimized. Solutions. Inc. PY 2022 · 401(k)

Simple. Optimized. Solutions. Inc. 401(k) Plan · $680K · 21 · 21st

  • NET $680K
  • NET 21
  • NET 21st
  • NET 401(k)
  • NET near Parkway Associates Profit Sharing Plan
  • NET ind #3510

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 Healthcare & Social Assistance retirement plans → · Plans in North Dakota →

Simple. Optimized. Solutions. Inc. 401(k) Plan in the asset neighbourhood

Simple. Optimized. Solutions. Inc. 401(k) PlanSimple. Optimized. Solutions…$680KParkway Associates Profit Sharing PlanParkway Associates Profit Sh…$680KMjkj Incorporated 401(k) Profit Sharing PlanMjkj Incorporated 401(k) Pro…$680KJnna Health Solutions 401(k)$680KBigwig Services, Inc. 401(k) PlanBigwig Services, Inc. 401(k)…$680K
End-of-year total assets ($M) among Simple. Optimized. Solutions. Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Simple. Optimized. Solutions. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Simple. Optimized. Solutions. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 438.0620495990797% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.68M $3.66M ▲ +438.2%
Year Plans Participants Total Assets
2022 1 21 $680K
2023 1 40 $954K
2024 1 76 $4M

Simple. Optimized. Solutions. Inc. filing trail (2022)

Total Assets (Beginning of Year)$337K
Net Assets (End of Year)$680K
Net Income$342K
Employer EIN812501211
Plan Effective Date2016-04-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Dakota

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

Simple. Optimized. Solutions. Inc. 401(k) Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Simple. Optimized. Solutions. Inc. 401(k) Plan, Total assets ($B): 0.000679811 · Participants: 21Simple. Optimized. Solutions. Inc. 401(k) PlanSanford Retirement Savings Plan, Total assets ($B): 2.448470251 · Participants: 30145Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 1.321268405 · Participants: 8525Mdu Resources Group, Inc. 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.446081759 · Participants: 3784Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.410790544 · Participants: 2612Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.402778064 · Participants: 5088Offutt Companies 401(k) Savings Plan
Simple. Optimized. Solutions. Inc. 401(k) Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Simple. Optimized. Solutions. Inc. 401(k) Plan side-by-side with 3 peers →

Simple. Optimized. Solutions. Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Parkway Associates Profit Sharing Plan in NY ($680K); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($680K here).

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Simple. Optimized. Solutions. Inc. 401(k) Plan assets move in 2022? ▼
Simple. Optimized. Solutions. Inc. 401(k) Plan surged - up 101.5% during 2022, from $337K to $680K. Reported net income was $342K.
How have Simple. Optimized. Solutions. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simple. Optimized. Solutions. Inc.'s sponsor-wide assets grew 438.1%, from $680K to $4M.
Where does Simple. Optimized. Solutions. Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Simple. Optimized. Solutions. Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Simple. Optimized. Solutions. Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parkway Associates Profit Sharing Plan in NY ($680K, 64 participants).
Which 401(k) plans cover a similar participant headcount to Simple. Optimized. Solutions. Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812501211.

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.