401(k) · DOL Form 5500 · 2023

Simcoe Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
24th
Percentile by assets National rank
$97,407
Avg per participant Below avg balance/head
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Official DOL plan name: Simcoe Enterprises Inc. Retirement Plan · Sponsored by Simcoe Enterprises Inc. · Tennessee · Other Services

$1M in assets, 11 participants

Simcoe Enterprises Inc.'s Simcoe Enterprises Inc. Retirement Plan reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,834 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Simcoe Enterprises Inc. Retirement Plan ranks #3,834 of 7,857 2023 filers by assets (1873% of the sector average)-$1M for 11 participants.

#3,834
in Other Services (7,857 peers)
+10.1%
assets growth YoY

Simcoe Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Simcoe Enterprises Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,071,479 24th percentile higher than 24% of 127,068 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 2023

Simcoe Enterprises Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simcoe Enterprises Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simcoe Enterprises Inc. Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Simcoe Enterprises Inc. Retirement Plan reported net income rose from $87K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Simcoe Enterprises Inc. Retirement Plan end-of-year assets rose from $973K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472421236 · Simcoe Enterprises Inc. PY 2023 · 401(k)

Simcoe Enterprises Inc. Retirement Plan · $1M · 11 · 24th

  • EIN $1M
  • EIN 11
  • EIN 24th
  • EIN 401(k)
  • EIN near Colorcon P.R., Inc. 1165(e) Savings Plan
  • EIN ind #3834

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 Other Services retirement plans → · Plans in Tennessee →

Simcoe Enterprises Inc. Retirement Plan in the asset neighbourhood

Simcoe Enterprises Inc. Retirement PlanSimcoe Enterprises Inc. Reti…$1MColorcon P.R., Inc. 1165(e) Savings PlanColorcon P.R., Inc. 1165(e) …$1MFellsway Pediatrics PC 401(k) Profit Sharing Plan & TrustFellsway Pediatrics PC 401(k…$1MSouthwest Metrics, Inc. Dba Amco Enterprises 401(k) Profit Sharing PlanSouthwest Metrics, Inc. Dba …$1MAcm Ventures, Inc. 401(k) Profit Sharing PlanAcm Ventures, Inc. 401(k) Pr…$1M
End-of-year total assets ($M) among Simcoe Enterprises Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$973K
Net Assets (End of Year)$1M
Net Income$98K
Employer EIN472421236
Plan Effective Date2014-11-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Simcoe Enterprises Inc.)

Sponsor-wide plan assets over time

All Simcoe Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.98847397008269% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.97M $1.37M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 7 $973K
2023 1 11 $1M
2024 1 11 $1M

Nearby 401(k) Plans in Tennessee

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

Simcoe Enterprises Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Simcoe Enterprises Inc. Retirement Plan, Total assets ($B): 0.001071479 · Participants: 11Simcoe Enterprises Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Simcoe Enterprises Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Simcoe Enterprises Inc. Retirement Plan side-by-side with 3 peers →

Simcoe Enterprises Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Colorcon P.R., Inc. 1165(e) Savings Plan in PR ($1M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Simcoe Enterprises Inc. Retirement Plan assets move in 2023? ▼
Simcoe Enterprises Inc. Retirement Plan grew at a solid clip - up 10.1% during 2023, from $973K to $1M. Reported net income was $98K.
How have Simcoe Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simcoe Enterprises Inc.'s sponsor-wide assets grew 41.0%, from $973K to $1M.
Where does Simcoe Enterprises Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Simcoe Enterprises Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Simcoe Enterprises Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colorcon P.R., Inc. 1165(e) Savings Plan in PR ($1M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Simcoe Enterprises Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472421236.

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.