Profit Sharing · DOL Form 5500 · 2024

Simba Mzuri Holdings Inc Profit Sharing Plan

Data updated 2026-08-25

$852K
Total assets Small plan by assets: 2
Participants Small participant base: 22nd
Percentile by assets National rank: $425,889
Avg per participant High balance/head

Official DOL plan name: Simba Mzuri Holdings Inc Retirement Plan · Sponsored by Simba Mzuri Holdings Inc · California · Retail Trade

$852K in assets, 2 participants

Simba Mzuri Holdings Inc's Simba Mzuri Holdings Inc Retirement Plan reported $852K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#2,730 in Retail Trade (8,048 peers)

What the 2024 filing shows

Simba Mzuri Holdings Inc Retirement Plan holds $852K for 2 participants - about $425,889 per participant, among the smaller plans by assets on file.

#2,730
in Retail Trade (8,048 peers): $852K
reported net income

Simba Mzuri Holdings Inc Retirement Plan among the smaller filed plans by assets

Simba Mzuri Holdings Inc Retirement Plan vs every filed plan by assets

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

$851,778 22nd percentile higher than 22% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Simba Mzuri Holdings Inc Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simba Mzuri Holdings Inc Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 990456375 · Simba Mzuri Holdings Inc PY 2024 · Profit Sharing

Simba Mzuri Holdings Inc Retirement Plan · $852K · 2 · 22nd

SCH $852K
SCH 2
SCH 22nd
SCH Profit Sharing
SCH near Miller Supply Co., Inc. of Pittsfield Psp
SCH ind #2730

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Simba Mzuri Holdings Inc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$852K
Net Income	$852K
Employer EIN	990456375
Plan Effective Date	2024-01-13
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Simba Mzuri Holdings Inc Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Simba Mzuri Holdings Inc Retirement Plan side-by-side with 3 peers →

Simba Mzuri Holdings Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Miller Supply Co., Inc. of Pittsfield Psp in MA ($851K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($852K here).

Miller Supply Co., Inc. of Pittsfield Psp (MA) $851K · 2
Aurora Pediatric Clinic, S.C. Restated Profit Sharing Plan & Trust (IL) $852K · 3
Reichle, Inc. Profit Sharing Plan (OR) $851K · N/A
Jrs Ventures Inc. Retirement Plan (MN) $853K · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Simba Mzuri Holdings Inc Retirement Plan rank by assets among Form 5500 filers? ▼

Simba Mzuri Holdings Inc Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to Simba Mzuri Holdings Inc Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Miller Supply Co., Inc. of Pittsfield Psp in MA ($851K, 2 participants).

Which Profit Sharing plans cover a similar participant headcount to Simba Mzuri Holdings Inc Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 990456375.