401(k) · DOL Form 5500 · 2024

Simplex Investments, LLC 401(k) Plan

Data updated 2026-08-11

$43M
Total assets
100
Participants
82nd
Percentile by assets
$429,974
Avg per participant
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Official DOL plan name: Simplex Investments, LLC 401(k) Plan · Sponsored by Simplex Investments, LLC · Illinois · Finance & Insurance

$43M in assets, 100 participants

Simplex Investments, LLC's Simplex Investments, LLC 401(k) Plan reported $43M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #6,215 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Simplex Investments, LLC 401(k) Plan covers 100 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY)
100
covered participants
82nd
percentile by assets (of 123,622 plans)
$429,974
avg assets per participant

Where Simplex Investments, LLC 401(k) Plan sits by total assets

Simplex Investments, LLC 401(k) Plan vs every filed plan by assets

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

$42,997,395 Top 18% higher than 82% 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

  • Simplex Investments, LLC 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Simplex Investments, LLC 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Simplex Investments, LLC 401(k) Plan reported participants rose from 99 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Simplex Investments, LLC 401(k) Plan reports 100 participants - about 13% of that state average ($43M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN364519916
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplex Investments, LLC)

$25M$30M$35M$40M$45M 202220232024 $28.3M $43M ▲ +52.2%
Total plan assets by year, all Simplex Investments, LLC plans on file
Year Plans Participants Total Assets
2022 1 133 $28M
2023 1 99 $35M
2024 1 100 $43M

Nearby 401(k) Plans in Illinois

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

Simplex Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Simplex Investments,…, Total assets ($B): 0.042997395 · Participants: 100Simplex Investments,…Accenture United Sta…, Total assets ($B): 21.302643276 · Participants: 66965Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Sa…United Airlines Pilo…, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilo…Abbott Laboratories …, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories …Walgreens Retirement…, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement…
Simplex Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Simplex Investments, LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Simplex Investments, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Simplex Investments, LLC 401(k) Plan assets move in 2024? ▼
Simplex Investments, LLC 401(k) Plan grew sharply - up 21.7% during 2024, from $35M to $43M. Reported net income was $8M.
How have Simplex Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplex Investments, LLC's sponsor-wide assets grew 52.2%, from $28M to $43M.
Where does Simplex Investments, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Simplex Investments, LLC 401(k) Plan ranks in the 82nd 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 Simplex Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jetta Operating Co 401(k) Plan in TX ($43M, 141 participants).

Next read for Simplex Investments, LLC 401(k) Plan

Filing takeaways

Ways to act on Simplex Investments, LLC 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 364519916.

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.