401(k) · DOL Form 5500 · 2024

Simple Management Group Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
264
Participants Below avg headcount
35th
Percentile by assets National rank
$12,219
Avg per participant Low balance/head
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Official DOL plan name: Simple Management Group Inc. 401(k) Plan · Sponsored by Simple Management Group Inc · Florida · Finance & Insurance

$3M in assets, 264 participants

Simple Management Group Inc's Simple Management Group Inc. 401(k) Plan reported $3M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,968 in Finance & Insurance (8,549 peers)

Coverage in Florida

Simple Management Group Inc. 401(k) Plan covers 264 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#1,968
in Finance & Insurance (8,549 peers)
+49.6%
assets growth YoY

Simple Management Group Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Simple Management Group Inc. 401(k) Plan vs every filed plan by assets

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

$3,225,770 35th percentile higher than 35% 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

Simple Management Group 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. Simple Management Group Inc. 401(k) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simple Management Group Inc. 401(k) Plan reported net income rose from $610K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Simple Management Group Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Simple Management Group Inc. 401(k) Plan reported participants rose from 182 in the plan year 2023 filing to 264 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 853924667 · Simple Management Group Inc PY 2024 · 401(k)

Simple Management Group Inc. 401(k) Plan · $3M · 264 · 35th

  • ASSETS $3M
  • ASSETS 264
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Industrial Training Services, Inc., Safe Harbor 401(k) Plan
  • ASSETS ind #1968

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 Finance & Insurance retirement plans → · Plans in Florida →

Simple Management Group Inc. 401(k) Plan in the asset neighbourhood

Simple Management Group Inc. 401(k) PlanSimple Management Group Inc.…$3MIndustrial Training Services, Inc., Safe Harbor 401(k) PlanIndustrial Training Services…$3MSynergy Services Inc. 401(k) PlanSynergy Services Inc. 401(k)…$3MS&e Gourmet Cuts, Inc. Dba Country Archer 401(k) PlanS&e Gourmet Cuts, Inc. Dba C…$3MBeverly Farm Foundation 401(k) PlanBeverly Farm Foundation 401(…$3M
End-of-year total assets ($M) among Simple Management Group Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN853924667
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simple Management Group Inc)

Sponsor-wide plan assets over time

All Simple Management Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.57484515163964% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M 20232024 $2.16M $3.23M ▲ +49.5%
Year Plans Participants Total Assets
2023 1 182 $2M
2024 1 264 $3M

Nearby 401(k) Plans in Florida

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

Simple Management Group Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Simple Management Group Inc. 401(k) Plan, Total assets ($B): 0.00322577 · Participants: 264Simple Management Group Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Simple Management Group Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Simple Management Group Inc. 401(k) Plan side-by-side with 3 peers →

Simple Management Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Industrial Training Services, Inc., Safe Harbor 401(k) Plan in KY ($3M); by covered participants it is Foxtrot Ventures 401(k) Plan in DE (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Simple Management Group Inc. 401(k) Plan assets move in 2024? ▼
Simple Management Group Inc. 401(k) Plan surged - up 49.6% during 2024, from $2M to $3M. Reported net income was $1M.
How have Simple Management Group Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Simple Management Group Inc's sponsor-wide assets grew 49.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Simple Management Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Industrial Training Services, Inc., Safe Harbor 401(k) Plan in KY ($3M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Simple Management Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Foxtrot Ventures 401(k) Plan in DE (264 participants, $852K 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 853924667.

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.