401(k) · DOL Form 5500 · 2024

Simon Kucher & Partners LLC 401(k) Plan

Data updated 2026-08-11

$51M
Total assets
319
Participants
84th
Percentile by assets
$160,677
Avg per participant
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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.

  • 84th percentile by assets (of 123,622 plans)
  • #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.

$51M
total plan assets (2024 EOY)
319
covered participants
84th
percentile by assets (of 123,622 plans)
$160,677
avg assets per participant

Where Simon Kucher & Partners 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Professional & Technical Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Simon Kucher & Partners 401(k) Plan reports 319 participants - about 48% of that state average ($51M EOY assets).

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)

$30M$40M$50M$60M 202220232024 $32.2M $51.3M ▲ +59.3%
Total plan assets by year, all Simon Kucher & Partners LLC plans on file
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 ($B) Participants Simon Kucher & Partn…, Total assets ($B): 0.051255974 · Participants: 319Simon Kucher & Partn…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Simon Kucher & Partners 401(k) Plan by total assets, not by location.

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).

Next read for Simon Kucher & Partners 401(k) Plan

Filing takeaways

Ways to act on Simon Kucher & Partners 401(k) Plan's numbers.

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.