401(k) · DOL Form 5500 · 2024

The Simons Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
609
Participants Below avg headcount
92nd
Percentile by assets National rank
$196,933
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Simons Foundation, Inc. 401(k) Plan · Sponsored by The Simons Foundation, Inc. · New York · Other Services

$120M in assets, 609 participants

The Simons Foundation, Inc.'s The Simons Foundation, Inc. 401(k) Plan reported $120M in total assets and 609 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,497 in Other Services (7,719 peers)

Where The Simons Foundation, Inc. 401(k) Plan sits by assets

The Simons Foundation, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $120M for 609 participants (~$196,933/participant), up 27.9% in 2024.

#7,497
in Other Services (7,719 peers)
+27.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Simons Foundation, Inc. 401(k) Plan's outsized position by total assets

The Simons Foundation, Inc. 401(k) Plan vs every filed plan by assets

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

$119,932,222 Top 8% higher than 92% 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

The Simons Foundation, Inc. 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. The Simons Foundation, Inc. 401(k) Plan sits mid-pack in the medium band (609 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Simons Foundation, Inc. 401(k) Plan end-of-year assets rose from $94M in the plan year 2023 filing to $120M in the plan year 2024 filing.
  • The Simons Foundation, Inc. 401(k) Plan reported participants rose from 566 in the plan year 2023 filing to 609 in the plan year 2024 filing.
  • The Simons Foundation, Inc. 401(k) Plan reported net income rose from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133794889 · The Simons Foundation, Inc. PY 2024 · 401(k)

The Simons Foundation, Inc. 401(k) Plan · $120M · 609 · 92nd

  • EIN $120M
  • RANK 609
  • PHOTO 92nd
  • IND 401(k)
  • EOY near Jackson Thornton & Co., P.C. 401(k) Plan
  • 5500 ind #7497

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 New York →

The Simons Foundation, Inc. 401(k) Plan in the asset neighbourhood

Nossaman LLP Profit Sharing & Retirement Savings PlanNossaman LLP Profit Sharing …$120MJackson Thornton & Co., P.C. 401(k) PlanJackson Thornton & Co., P.C.…$120MThe Simons Foundation, Inc. 401(k) PlanThe Simons Foundation, Inc. …$120MSmyrna Ready Mix 401(k) Profit Sharing Plan and TrustSmyrna Ready Mix 401(k) Prof…$120MGemini Group Employees' 401(k) Savings PlanGemini Group Employees' 401(…$120M
End-of-year total assets ($M) among The Simons Foundation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$120M
Net Income$26M
Employer EIN133794889
Plan Effective Date2003-11-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Simons Foundation, Inc.)

Sponsor-wide plan assets over time

All The Simons Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 76.51609140358718% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $67.9M $120M ▲ +76.5%
Year Plans Participants Total Assets
2022 1 503 $68M
2023 1 566 $94M
2024 1 609 $120M

Nearby 401(k) Plans in New York

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

The Simons Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Simons Foundation, Inc. 401(k) Plan, Total assets ($B): 0.119932222 · Participants: 609The Simons Foundation, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Simons Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Simons Foundation, Inc. 401(k) Plan side-by-side with 3 peers →

The Simons Foundation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jackson Thornton & Co., P.C. 401(k) Plan in AL ($120M); by covered participants it is Cv Industries 401(k) Plan in NC (609 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (609 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 The Simons Foundation, Inc. 401(k) Plan assets move in 2024? ▼
The Simons Foundation, Inc. 401(k) Plan grew sharply - up 27.9% during 2024, from $94M to $120M. Reported net income was $26M.
How have The Simons Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Simons Foundation, Inc.'s sponsor-wide assets grew 76.5%, from $68M to $120M.
Where does The Simons Foundation, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Simons Foundation, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Simons Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Thornton & Co., P.C. 401(k) Plan in AL ($120M, 207 participants).
Which 401(k) plans cover a similar participant headcount to The Simons Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cv Industries 401(k) Plan in NC (609 participants, $35M 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 133794889.

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.