401(k) · DOL Form 5500 · 2024

Simitree Acquisition LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
262
Participants Below avg headcount
72nd
Percentile by assets National rank
$82,612
Avg per participant Below avg balance/head
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Official DOL plan name: Simitree Healthcare Consulting, LLC 401(k) Plan · Sponsored by Simitree Acquisition LLC · Connecticut · Professional & Technical Services

$22M in assets, 262 participants

Simitree Acquisition LLC's Simitree Healthcare Consulting, LLC 401(k) Plan reported $22M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,355 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Simitree Healthcare Consulting, LLC 401(k) Plan covers 262 participants in Connecticut, about 37% of the average Connecticut filer (state average ~718 per filing). Assets: $22M.

#14,355
in Professional & Technical Services (20,173 peers)
+25.7%
assets growth YoY

Simitree Healthcare Consulting, LLC 401(k) Plan's outsized position by total assets

Simitree Healthcare Consulting, LLC 401(k) Plan vs every filed plan by assets

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

$21,644,231 Top 28% higher than 72% 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

Simitree Healthcare Consulting, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simitree Healthcare Consulting, LLC 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simitree Healthcare Consulting, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Simitree Healthcare Consulting, LLC 401(k) Plan reported participants fell from 278 in the plan year 2023 filing to 262 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 863586333 · Simitree Acquisition LLC PY 2024 · 401(k)

Simitree Healthcare Consulting, LLC 401(k) Plan · $22M · 262 · 72nd

  • BOOK $22M
  • VS-ST 262
  • BOY 72nd
  • SCH 401(k)
  • EBSA near Xylem Bell & Gossett Savings Plan for Hourly Employees
  • PART ind #14355

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Simitree Healthcare Consulting, LLC 401(k) Plan in the asset neighbourhood

Hs1 Medical Management, Inc. 401(k) PlanHs1 Medical Management, Inc.…$22MSimitree Healthcare Consulting, LLC 401(k) PlanSimitree Healthcare Consulti…$22MXylem Bell & Gossett Savings Plan for Hourly EmployeesXylem Bell & Gossett Savings…$22MTruno Retail Technology Solutions 401(k) PlanTruno Retail Technology Solu…$22MBuchanan Group, Inc. 401(k) Retirement PlanBuchanan Group, Inc. 401(k) …$22M
End-of-year total assets ($M) among Simitree Healthcare Consulting, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN863586333
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simitree Acquisition LLC)

Sponsor-wide plan assets over time

All Simitree Acquisition LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.67491919677838% vs 2023
2024 filing year
$16M$18M$20M$22M$24M 20232024 $17.2M $21.6M ▲ +25.7%
Year Plans Participants Total Assets
2023 1 278 $17M
2024 1 262 $22M

Nearby 401(k) Plans in Connecticut

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

Simitree Healthcare Consulting, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Simitree Healthcare Consulting, LLC 401(k) Plan, Total assets ($B): 0.021644231 · Participants: 262Simitree Healthcare Consulting, LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Simitree Healthcare Consulting, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Simitree Healthcare Consulting, LLC 401(k) Plan side-by-side with 3 peers →

Simitree Healthcare Consulting, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Xylem Bell & Gossett Savings Plan for Hourly Employees in NY ($22M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 participants); 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 Simitree Healthcare Consulting, LLC 401(k) Plan assets move in 2024? ▼
Simitree Healthcare Consulting, LLC 401(k) Plan grew sharply - up 25.7% during 2024, from $17M to $22M. Reported net income was $4M.
How have Simitree Acquisition LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Simitree Acquisition LLC's sponsor-wide assets grew 25.7%, from $17M to $22M.
Which 401(k) plans are similar in size to Simitree Healthcare Consulting, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xylem Bell & Gossett Savings Plan for Hourly Employees in NY ($22M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Simitree Healthcare Consulting, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 participants, $6M 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 863586333.

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.