401(k) · DOL Form 5500 · 2024

Simon Kucher & Partners LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
319
Participants Below avg headcount
84th
Percentile by assets National rank
$160,677
Avg per participant Above avg balance/head
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Official DOL plan name: Simon Kucher & Partners 401(k) Plan · Sponsored by Simon Kucher & Partners LLC · Massachusetts · Professional & Technical Services

$51M in assets, 319 participants

Simon Kucher & Partners LLC's Simon Kucher & Partners 401(k) Plan reported $51M in total assets and 319 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,197 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Simon Kucher & Partners 401(k) Plan covers 319 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $51M.

#17,197
in Professional & Technical Services (20,173 peers)
+26.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Simon Kucher & Partners 401(k) Plan's outsized position by total assets

Simon Kucher & Partners 401(k) Plan vs every filed plan by assets

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

$51,255,974 Top 16% higher than 84% 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

Simon Kucher & Partners 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. Simon Kucher & Partners 401(k) Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simon Kucher & Partners 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Simon Kucher & Partners 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Simon Kucher & Partners 401(k) Plan reported participants fell from 410 in the plan year 2023 filing to 319 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043327903 · Simon Kucher & Partners LLC PY 2024 · 401(k)

Simon Kucher & Partners 401(k) Plan · $51M · 319 · 84th

  • EOY $51M
  • EOY 319
  • EOY 84th
  • EOY 401(k)
  • EOY near Basil Family Dealerships 401(k) Plan
  • EOY ind #17197

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 Massachusetts →

Simon Kucher & Partners 401(k) Plan in the asset neighbourhood

Al Jazeera International (USA) 401(k) Retirement PlanAl Jazeera International (US…$51MSimon Kucher & Partners 401(k) PlanSimon Kucher & Partners 401(…$51MBasil Family Dealerships 401(k) PlanBasil Family Dealerships 401…$51MCommonwealth Radiology, P.C. Profit Sharing PlanCommonwealth Radiology, P.C.…$51MCentral Bank Illinois 401(k) Profit Sharing PlanCentral Bank Illinois 401(k)…$51M
End-of-year total assets ($M) among Simon Kucher & Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$51M
Net Income$11M
Employer EIN043327903
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Kucher & Partners LLC)

Sponsor-wide plan assets over time

All Simon Kucher & Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 59.29281487602217% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.2M $51.3M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 323 $32M
2023 1 410 $40M
2024 1 319 $51M

Nearby 401(k) Plans in Massachusetts

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

Simon Kucher & Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Simon Kucher & Partners 401(k) Plan, Total assets ($B): 0.051255974 · Participants: 319Simon Kucher & Partners 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Simon Kucher & Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Simon Kucher & Partners 401(k) Plan side-by-side with 3 peers →

Simon Kucher & Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Basil Family Dealerships 401(k) Plan in NY ($51M); by covered participants it is Northern Clearing 401(k) Plan in WI (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Simon Kucher & Partners 401(k) Plan assets move in 2024? ▼
Simon Kucher & Partners 401(k) Plan grew sharply - up 26.6% during 2024, from $40M to $51M. Reported net income was $11M.
How have Simon Kucher & Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Kucher & Partners LLC's sponsor-wide assets grew 59.3%, from $32M to $51M.
Where does Simon Kucher & Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Simon Kucher & Partners 401(k) Plan ranks in the 84th 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 Simon Kucher & Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Basil Family Dealerships 401(k) Plan in NY ($51M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Simon Kucher & Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Clearing 401(k) Plan in WI (319 participants, $26M 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 043327903.

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.