401(k) · DOL Form 5500 · 2024

Simplifi Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
580
Participants Below avg headcount
86th
Percentile by assets National rank
$103,858
Avg per participant Below avg balance/head
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Official DOL plan name: Simplifi 401(k) Profit Sharing Plan · Sponsored by Simplifi Holdings, LLC · Texas · Professional & Technical Services

$60M in assets, 580 participants

Simplifi Holdings, LLC's Simplifi 401(k) Profit Sharing Plan reported $60M in total assets and 580 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,558 in Professional & Technical Services (20,173 peers)

Where Simplifi 401(k) Profit Sharing Plan sits by assets

Simplifi 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $60M for 580 participants (~$103,858/participant), up 32.4% in 2024.

#17,558
in Professional & Technical Services (20,173 peers)
+32.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Simplifi 401(k) Profit Sharing Plan's outsized position by total assets

Simplifi 401(k) Profit Sharing Plan vs every filed plan by assets

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

$60,237,571 Top 14% higher than 86% 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

Simplifi 401(k) Profit Sharing 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. Simplifi 401(k) Profit Sharing Plan sits mid-pack in the medium band (580 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simplifi 401(k) Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Simplifi 401(k) Profit Sharing Plan reported net income rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Simplifi 401(k) Profit Sharing Plan reported participants rose from 571 in the plan year 2023 filing to 580 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271828514 · Simplifi Holdings, LLC PY 2024 · 401(k)

Simplifi 401(k) Profit Sharing Plan · $60M · 580 · 86th

  • BOY $60M
  • SCH 580
  • EBSA 86th
  • PART 401(k)
  • TYPE near Centurion Industries, Inc. 401(k) Plan
  • NET ind #17558

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 Professional & Technical Services retirement plans → · Plans in Texas →

Simplifi 401(k) Profit Sharing Plan in the asset neighbourhood

Centurion Industries, Inc. 401(k) PlanCenturion Industries, Inc. 4…$60MCredit Union of Colorado 401(k) Retirement PlanCredit Union of Colorado 401…$60MSimplifi 401(k) Profit Sharing PlanSimplifi 401(k) Profit Shari…$60MResonetics 401(k) Plan$60MTax Deferred Annuity Plan of Adapt Community NetworkTax Deferred Annuity Plan of…$60M
End-of-year total assets ($M) among Simplifi 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$60M
Net Income$15M
Employer EIN271828514
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplifi Holdings, LLC)

Sponsor-wide plan assets over time

All Simplifi Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 93.90759550648025% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $31.1M $60.2M ▲ +93.9%
Year Plans Participants Total Assets
2022 1 432 $31M
2023 1 571 $45M
2024 1 580 $60M

Nearby 401(k) Plans in Texas

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

Simplifi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Simplifi 401(k) Profit Sharing Plan, Total assets ($B): 0.060237571 · Participants: 580Simplifi 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Simplifi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Simplifi 401(k) Profit Sharing Plan side-by-side with 3 peers →

Simplifi 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Centurion Industries, Inc. 401(k) Plan in IN ($60M); by covered participants it is Enviri Corporation Savings Plan in PA (580 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (580 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 Simplifi 401(k) Profit Sharing Plan assets move in 2024? ▼
Simplifi 401(k) Profit Sharing Plan surged - up 32.4% during 2024, from $45M to $60M. Reported net income was $15M.
How have Simplifi Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplifi Holdings, LLC's sponsor-wide assets grew 93.9%, from $31M to $60M.
Where does Simplifi 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Simplifi 401(k) Profit Sharing Plan ranks in the 86th 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 Simplifi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centurion Industries, Inc. 401(k) Plan in IN ($60M, 1,192 participants).
Which 401(k) plans cover a similar participant headcount to Simplifi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enviri Corporation Savings Plan in PA (580 participants, $82M 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 271828514.

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.