401(k) · DOL Form 5500 · 2024
Sampson Morris Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $109,681
- Avg per participant Below avg balance/head
Official DOL plan name: Sampson Morris Group, Inc. 401(k) Plan · Sponsored by Sampson Morris Group, Inc. · Pennsylvania · Real Estate
$9M in assets, 82 participants
Sampson Morris Group, Inc.'s Sampson Morris Group, Inc. 401(k) Plan reported $9M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,301 in Real Estate (4,605 peers)
Sampson Morris Group, Inc. multi-year trail
Sampson Morris Group, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Sampson Morris Group, Inc. 401(k) Plan at $9M / 82 participants.
- #3,301
- in Real Estate (4,605 peers)
- +16.8%
- assets growth YoY
Sampson Morris Group, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Sampson Morris Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,993,855 Top 47% higher than 53% 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
Sampson Morris Group, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sampson Morris Group, Inc. 401(k) Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sampson Morris Group, Inc. 401(k) Plan reported net income rose from -$17K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sampson Morris Group, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Sampson Morris Group, Inc. 401(k) Plan reported participants fell from 84 in the plan year 2023 filing to 82 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232870814 · Sampson Morris Group, Inc. PY 2024 · 401(k)
Sampson Morris Group, Inc. 401(k) Plan · $9M · 82 · 53rd
- ASSETS $9M
- PCT 82
- EIN 53rd
- RANK 401(k)
- PHOTO near Child Guidance & Family Solutions 401(k) Retirement Savings Plan
- IND ind #3301
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 Real Estate retirement plans → · Plans in Pennsylvania →
Sampson Morris Group, Inc. 401(k) Plan in the asset neighbourhood
Sampson Morris Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sampson Morris Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 16.54255906395405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $8M |
| 2023 | 1 | 84 | $8M |
| 2024 | 1 | 82 | $9M |
Sampson Morris Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 232870814 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Sampson Morris Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Child Guidance & Family Solutions 401(k) Retirement Savings Plan in OH ($9M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 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.