401(k) · DOL Form 5500 · 2024

Simplex Investments, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
100
Participants Small participant base
82nd
Percentile by assets National rank
$429,974
Avg per participant High balance/head
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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.

  • #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.

#6,215
in Finance & Insurance (8,549 peers)
+21.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Simplex Investments, LLC 401(k) Plan's outsized position 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 $2,050,000,000 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

Simplex Investments, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simplex Investments, LLC 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

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 →

DOL schedule card

Filing strip 364519916 · Simplex Investments, LLC PY 2024 · 401(k)

Simplex Investments, LLC 401(k) Plan · $43M · 100 · 82nd

  • SCH $43M
  • SCH 100
  • SCH 82nd
  • SCH 401(k)
  • SCH near Jetta Operating Co 401(k) Plan
  • SCH ind #6215

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 Illinois →

Simplex Investments, LLC 401(k) Plan in the asset neighbourhood

Simplex Investments, LLC 401(k) PlanSimplex Investments, LLC 401…$43MJetta Operating Co 401(k) PlanJetta Operating Co 401(k) Pl…$43MVernier Science Education 401(k) Profit Sharing PlanVernier Science Education 40…$43MNu-Calgon Wholesaler, Inc. 401(k) PlanNu-Calgon Wholesaler, Inc. 4…$43MEbci Holdings 401(k) Plan$43M
End-of-year total assets ($M) among Simplex Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Simplex Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 52.161553976424% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $43M ▲ +52.2%
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 ($B) Participants Simplex Investments, LLC 401(k) Plan, Total assets ($B): 0.042997395 · Participants: 100Simplex Investments, LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
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 →

Simplex Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Jetta Operating Co 401(k) Plan in TX ($43M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 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).
Which 401(k) plans cover a similar participant headcount to Simplex Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 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.