401(k) · DOL Form 5500 · 2024

Simpson Housing Lllp 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
617
Participants Below avg headcount
88th
Percentile by assets National rank
$117,766
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simpson Housing 401(k) Retirement Plan · Sponsored by Simpson Housing Lllp · Colorado · Real Estate

$73M in assets, 617 participants

Simpson Housing Lllp's Simpson Housing 401(k) Retirement Plan reported $73M in total assets and 617 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,405 in Real Estate (4,605 peers)

Where Simpson Housing 401(k) Retirement Plan sits by assets

Simpson Housing 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $73M for 617 participants (~$117,766/participant), up 12.2% in 2024.

#4,405
in Real Estate (4,605 peers)
+12.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Simpson Housing 401(k) Retirement Plan's outsized position by total assets

Simpson Housing 401(k) Retirement Plan vs every filed plan by assets

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

$72,661,376 Top 12% higher than 88% 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

Simpson Housing 401(k) Retirement 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. Simpson Housing 401(k) Retirement Plan sits mid-pack in the medium band (617 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simpson Housing 401(k) Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Simpson Housing 401(k) Retirement Plan end-of-year assets rose from $65M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Simpson Housing 401(k) Retirement Plan reported participants rose from 603 in the plan year 2023 filing to 617 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 260136283 · Simpson Housing Lllp PY 2024 · 401(k)

Simpson Housing 401(k) Retirement Plan · $73M · 617 · 88th

  • TYPE $73M
  • TYPE 617
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Pala 401(k) Retirement Savings Plan
  • TYPE ind #4405

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 Real Estate retirement plans → · Plans in Colorado →

Simpson Housing 401(k) Retirement Plan in the asset neighbourhood

Minneapolis Clinic Profit Sharing & 401(k) PlanMinneapolis Clinic Profit Sh…$73MSimpson Housing 401(k) Retirement PlanSimpson Housing 401(k) Retir…$73MPala 401(k) Retirement Savings PlanPala 401(k) Retirement Savin…$73MUniversity of Wisconsin Foundation Retirement and 401(k) Savings PlanUniversity of Wisconsin Foun…$73MNational Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & TrustNational Development Associa…$73M
End-of-year total assets ($M) among Simpson Housing 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$73M
Net Income$8M
Employer EIN260136283
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpson Housing Lllp)

Sponsor-wide plan assets over time

All Simpson Housing Lllp plans reported in each filing year

Latest sponsor-wide plan assets
$73M 35.28106324210363% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.7M $72.7M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 592 $54M
2023 1 603 $65M
2024 1 617 $73M

Nearby 401(k) Plans in Colorado

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

Simpson Housing 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Simpson Housing 401(k) Retirement Plan, Total assets ($B): 0.072661376 · Participants: 617Simpson Housing 401(k) Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Simpson Housing 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Simpson Housing 401(k) Retirement Plan side-by-side with 3 peers →

Simpson Housing 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Pala 401(k) Retirement Savings Plan in CA ($73M); by covered participants it is Sh Franchising, LLC 401(k) Plan in MD (617 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (617 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 Simpson Housing 401(k) Retirement Plan assets move in 2024? ▼
Simpson Housing 401(k) Retirement Plan grew at a solid clip - up 12.2% during 2024, from $65M to $73M. Reported net income was $8M.
How have Simpson Housing Lllp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simpson Housing Lllp's sponsor-wide assets grew 35.3%, from $54M to $73M.
Where does Simpson Housing 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Simpson Housing 401(k) Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Simpson Housing 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pala 401(k) Retirement Savings Plan in CA ($73M, 1,168 participants).
Which 401(k) plans cover a similar participant headcount to Simpson Housing 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sh Franchising, LLC 401(k) Plan in MD (617 participants, $7M 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 260136283.

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.