401(k) · DOL Form 5500 · 2024

Simkins-Hallin, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
86
Participants Small participant base
58th
Percentile by assets National rank
$127,027
Avg per participant Near avg balance/head
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Official DOL plan name: Simkins-Hallin, Inc. 401(k) Plan and Trust · Sponsored by Simkins-Hallin, Inc. · Montana · Retail Trade

$11M in assets, 86 participants

Simkins-Hallin, Inc.'s Simkins-Hallin, Inc. 401(k) Plan and Trust reported $11M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,510 in Retail Trade (8,048 peers)

Simkins-Hallin, Inc. multi-year trail

Simkins-Hallin, Inc.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Simkins-Hallin, Inc. 401(k) Plan and Trust at $11M / 86 participants.

#5,510
in Retail Trade (8,048 peers)
+1.9%
assets growth YoY

Simkins-Hallin, Inc. 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Simkins-Hallin, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$10,924,336 Top 42% higher than 58% 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

Simkins-Hallin, Inc. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simkins-Hallin, Inc. 401(k) Plan and Trust is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simkins-Hallin, Inc. 401(k) Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $209K in the plan year 2024 filing.
  • Simkins-Hallin, Inc. 401(k) Plan and Trust reported participants fell from 98 in the plan year 2023 filing to 86 in the plan year 2024 filing.
  • Simkins-Hallin, Inc. 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810228254 · Simkins-Hallin, Inc. PY 2024 · 401(k)

Simkins-Hallin, Inc. 401(k) Plan and Trust · $11M · 86 · 58th

  • EBSA $11M
  • PART 86
  • TYPE 58th
  • NET 401(k)
  • BOOK near Carter Healthcare, LLC 401(k) and Profit Sharing Plan
  • VS-ST ind #5510

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 Retail Trade retirement plans → · Plans in Montana →

Simkins-Hallin, Inc. 401(k) Plan and Trust in the asset neighbourhood

En-Fab, Inc. 401(k) Plan$11MSimkins-Hallin, Inc. 401(k) Plan and TrustSimkins-Hallin, Inc. 401(k) …$11MCarter Healthcare, LLC 401(k) and Profit Sharing PlanCarter Healthcare, LLC 401(k…$11MMangini-Lakhia Profit Sharing PlanMangini-Lakhia Profit Sharin…$11MTerrio Therapy-Fitness, Inc. 401(k) Profit Sharing PlanTerrio Therapy-Fitness, Inc.…$11M
End-of-year total assets ($M) among Simkins-Hallin, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Simkins-Hallin, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Simkins-Hallin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 17.887623227032343% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.27M $10.9M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 99 $9M
2023 1 98 $11M
2024 1 86 $11M

Simkins-Hallin, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$209K
Employer EIN810228254
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Simkins-Hallin, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Simkins-Hallin, Inc. 401(k) Plan and Trust, Total assets ($M): 10.924336 · Participants: 86Simkins-Hallin, Inc. 401(k) Plan and TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Simkins-Hallin, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Simkins-Hallin, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Simkins-Hallin, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Carter Healthcare, LLC 401(k) and Profit Sharing Plan in OK ($11M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Simkins-Hallin, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Simkins-Hallin, Inc. 401(k) Plan and Trust edged up modestly - up 1.9% during 2024, from $11M to $11M. Reported net income was $209K.
How have Simkins-Hallin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simkins-Hallin, Inc.'s sponsor-wide assets grew 17.9%, from $9M to $11M.
Which 401(k) plans are similar in size to Simkins-Hallin, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carter Healthcare, LLC 401(k) and Profit Sharing Plan in OK ($11M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Simkins-Hallin, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 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 810228254.

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.