401(k) · DOL Form 5500 · 2024

Simona America Group Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
340
Participants Below avg headcount
73rd
Percentile by assets National rank
$68,637
Avg per participant Below avg balance/head
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Official DOL plan name: Simona America Group 401(k) Profit Sharing Plan · Sponsored by Simona America Group Inc. · Pennsylvania · Manufacturing

$23M in assets, 340 participants

Simona America Group Inc.'s Simona America Group 401(k) Profit Sharing Plan reported $23M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,240 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Simona America Group 401(k) Profit Sharing Plan covers 340 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#11,240
in Manufacturing (17,777 peers)
+17.0%
assets growth YoY

Simona America Group 401(k) Profit Sharing Plan's outsized position by total assets

Simona America Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,336,622 Top 27% higher than 73% 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

Simona America Group 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. Simona America Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simona America Group 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Simona America Group 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Simona America Group 401(k) Profit Sharing Plan reported participants rose from 313 in the plan year 2023 filing to 340 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 134269250 · Simona America Group Inc. PY 2024 · 401(k)

Simona America Group 401(k) Profit Sharing Plan · $23M · 340 · 73rd

  • PCT $23M
  • PCT 340
  • PCT 73rd
  • PCT 401(k)
  • PCT near Boca West Country Club 401(k) Retirement Plan
  • PCT ind #11240

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Simona America Group 401(k) Profit Sharing Plan in the asset neighbourhood

Simona America Group 401(k) Profit Sharing PlanSimona America Group 401(k) …$23MBoca West Country Club 401(k) Retirement PlanBoca West Country Club 401(k…$23MBerchem Moses, P.C. 401(k) Retirement PlanBerchem Moses, P.C. 401(k) R…$23MMonument Group, L.P. Profit Sharing PlanMonument Group, L.P. Profit …$23MRiver City Construction, L.L.C. 401(k) Profit Sharing PlanRiver City Construction, L.L…$23M
End-of-year total assets ($M) among Simona America Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN134269250
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simona America Group Inc.)

Sponsor-wide plan assets over time

All Simona America Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 50.47569194985533% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.5M $23.3M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 275 $16M
2023 1 313 $20M
2024 1 340 $23M

Nearby 401(k) Plans in Pennsylvania

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

Simona America Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Simona America Group 401(k) Profit Sharing Plan, Total assets ($B): 0.023336622 · Participants: 340Simona America Group 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Simona America Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Simona America Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Boca West Country Club 401(k) Retirement Plan in FL ($23M); by covered participants it is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Simona America Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Simona America Group 401(k) Profit Sharing Plan grew sharply - up 17.0% during 2024, from $20M to $23M. Reported net income was $3M.
How have Simona America Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simona America Group Inc.'s sponsor-wide assets grew 50.5%, from $16M to $23M.
Which 401(k) plans are similar in size to Simona America Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boca West Country Club 401(k) Retirement Plan in FL ($23M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Simona America Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants, N/A 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 134269250.

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.