401(k) · DOL Form 5500 · 2024

The Simons Foundation, Inc. 401(k) Plan

Data updated 2026-08-11

$120M
Total assets
609
Participants
92nd
Percentile by assets
$196,933
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$120M
total plan assets (2024 EOY)
609
covered participants
92nd
percentile by assets (of 123,622 plans)
$196,933
avg assets per participant

Where The Simons Foundation, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Other Services

The Simons Foundation, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, The Simons Foundation, Inc. 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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.)

$60M$80M$100M$120M$140M 202220232024 $67.9M $120M ▲ +76.5%
Total plan assets by year, all The Simons Foundation, Inc. plans on file
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 ($B) Participants The Simons Foundatio…, Total assets ($B): 0.119932222 · Participants: 609The Simons Foundatio…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Simons Foundation, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for The Simons Foundation, Inc. 401(k) Plan

Scale reading

Ways to act on The Simons Foundation, Inc. 401(k) Plan's numbers.

  • By total assets, The Simons Foundation, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • The Simons Foundation, Inc.'s sponsor-wide assets have grown 76.5% since 2022 across 3 plan years on file. More Other Services plans

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.