401(k) · DOL Form 5500 · 2024

Sims-Lohman, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
504
Participants Below avg headcount
75th
Percentile by assets National rank
$51,168
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sims-Lohman, Inc. 401(k) Plan · Sponsored by Sims-Lohman, Inc. · Ohio · Construction

$26M in assets, 504 participants

Sims-Lohman, Inc.'s Sims-Lohman, Inc. 401(k) Plan reported $26M in total assets and 504 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,650 in Construction (9,039 peers)

Where Sims-Lohman, Inc. 401(k) Plan sits by assets

Sims-Lohman, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 504 participants (~$51,168/participant), up 33.1% in 2024.

#6,650
in Construction (9,039 peers)
+33.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sims-Lohman, Inc. 401(k) Plan's outsized position by total assets

Sims-Lohman, Inc. 401(k) Plan vs every filed plan by assets

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

$25,788,615 Top 25% higher than 75% 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

Sims-Lohman, 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. Sims-Lohman, Inc. 401(k) Plan sits mid-pack in the medium band (504 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sims-Lohman, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Sims-Lohman, Inc. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sims-Lohman, Inc. 401(k) Plan reported participants fell from 560 in the plan year 2023 filing to 504 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310856545 · Sims-Lohman, Inc. PY 2024 · 401(k)

Sims-Lohman, Inc. 401(k) Plan · $26M · 504 · 75th

  • PART $26M
  • PART 504
  • PART 75th
  • PART 401(k)
  • PART near The Coats Company Retirement Savings Plan
  • PART ind #6650

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 Construction retirement plans → · Plans in Ohio →

Sims-Lohman, Inc. 401(k) Plan in the asset neighbourhood

Sims-Lohman, Inc. 401(k) Plan$26MThe Coats Company Retirement Savings PlanThe Coats Company Retirement…$26MCrown Consulting, Inc. 401(k) Profit Sharing PlanCrown Consulting, Inc. 401(k…$26MCatholic Charities New Hampshire 401(k) Retirement PlanCatholic Charities New Hamps…$26MThe Reynolds Company Retirement Savings PlanThe Reynolds Company Retirem…$26M
End-of-year total assets ($M) among Sims-Lohman, 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)$19M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN310856545
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sims-Lohman, Inc.)

Sponsor-wide plan assets over time

All Sims-Lohman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 80.66959228410435% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.3M $25.8M ▲ +80.7%
Year Plans Participants Total Assets
2022 1 515 $14M
2023 1 560 $19M
2024 1 504 $26M

Nearby 401(k) Plans in Ohio

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

Sims-Lohman, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sims-Lohman, Inc. 401(k) Plan, Total assets ($B): 0.025788615 · Participants: 504Sims-Lohman, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Sims-Lohman, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sims-Lohman, Inc. 401(k) Plan side-by-side with 3 peers →

Sims-Lohman, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Coats Company Retirement Savings Plan in TN ($26M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (504 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (504 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 Sims-Lohman, Inc. 401(k) Plan assets move in 2024? ▼
Sims-Lohman, Inc. 401(k) Plan surged - up 33.1% during 2024, from $19M to $26M. Reported net income was $6M.
How have Sims-Lohman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sims-Lohman, Inc.'s sponsor-wide assets grew 80.7%, from $14M to $26M.
Where does Sims-Lohman, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sims-Lohman, Inc. 401(k) Plan ranks in the 75th 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 Sims-Lohman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Coats Company Retirement Savings Plan in TN ($26M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Sims-Lohman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (504 participants, $40M 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 310856545.

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.