401(k) · DOL Form 5500 · 2024

Samaritan Ministries International 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
396
Participants Below avg headcount
59th
Percentile by assets National rank
$29,934
Avg per participant Low balance/head
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Official DOL plan name: Samaritan Ministries Planning for Future Success 401(k) · Sponsored by Samaritan Ministries International · Illinois · Other Services

$12M in assets, 396 participants

Samaritan Ministries International's Samaritan Ministries Planning for Future Success 401(k) reported $12M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,938 in Other Services (7,719 peers)

Samaritan Ministries International multi-year trail

Samaritan Ministries International's plans moved +82.4% in assets from 2022 to 2024; this filing shows Samaritan Ministries Planning for Future Success 401(k) at $12M / 396 participants.

#5,938
in Other Services (7,719 peers)
+28.7%
assets growth YoY

Samaritan Ministries Planning for Future Success 401(k)'s mid-pack asset rank among Other Services and all filers

Samaritan Ministries Planning for Future Success 401(k) vs every filed plan by assets

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

$11,853,862 Top 41% higher than 59% 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

Samaritan Ministries Planning for Future Success 401(k) 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. Samaritan Ministries Planning for Future Success 401(k) sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Samaritan Ministries Planning for Future Success 401(k) end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Samaritan Ministries Planning for Future Success 401(k) reported participants rose from 384 in the plan year 2023 filing to 396 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 371295601 · Samaritan Ministries International PY 2024 · 401(k)

Samaritan Ministries Planning for Future Success 401(k) · $12M · 396 · 59th

  • SCH $12M
  • SCH 396
  • SCH 59th
  • SCH 401(k)
  • SCH near G&a Partners, Inc Pooled Employer Plan
  • SCH ind #5938

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 Illinois →

Samaritan Ministries Planning for Future Success 401(k) in the asset neighbourhood

Samaritan Ministries Planning for Future Success 401(k)Samaritan Ministries Plannin…$12MG&a Partners, Inc Pooled Employer PlanG&a Partners, Inc Pooled Emp…$12MG&a Partners, Inc Pooled Employer 401(k) PlanG&a Partners, Inc Pooled Emp…$12MHabberstad Motorsport, Inc. 401(k) Profit Sharing PlanHabberstad Motorsport, Inc. …$12MVon Tobel Lumber Retirement Savings PlanVon Tobel Lumber Retirement …$12M
End-of-year total assets ($M) among Samaritan Ministries Planning for Future Success 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Samaritan Ministries International multi-year asset trail

Sponsor-wide plan assets over time

All Samaritan Ministries International plans reported in each filing year

Latest sponsor-wide plan assets
$12M 82.4430039819642% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.5M $11.9M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 389 $6M
2023 1 384 $9M
2024 1 396 $12M

Samaritan Ministries International filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN371295601
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Samaritan Ministries Planning for Future Success 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Samaritan Ministries Planning for Future Success 401(k), Total assets ($B): 0.011853862 · Participants: 396Samaritan Ministries Planning for Future Success 401(k)Accenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Samaritan Ministries Planning for Future Success 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Samaritan Ministries Planning for Future Success 401(k) side-by-side with 3 peers →

Samaritan Ministries Planning for Future Success 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is G&a Partners, Inc Pooled Employer Plan in FL ($12M); by covered participants it is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Samaritan Ministries Planning for Future Success 401(k) assets move in 2024? ▼
Samaritan Ministries Planning for Future Success 401(k) grew sharply - up 28.7% during 2024, from $9M to $12M. Reported net income was $3M.
How have Samaritan Ministries International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samaritan Ministries International's sponsor-wide assets grew 82.4%, from $6M to $12M.
Which 401(k) plans are similar in size to Samaritan Ministries Planning for Future Success 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is G&a Partners, Inc Pooled Employer Plan in FL ($12M, 541 participants).
Which 401(k) plans cover a similar participant headcount to Samaritan Ministries Planning for Future Success 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants, $4M 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 371295601.

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.