Other · DOL Form 5500 · 2024
Simpson Senior Services, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 553
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $20,780
- Avg per participant Low balance/head
Official DOL plan name: Simpson Senior Services, Inc. 403(b)(7) Retirement Plan · Sponsored by Simpson Senior Services, Inc. · Pennsylvania · Healthcare & Social Assistance
$11M in assets, 553 participants
Simpson Senior Services, Inc.'s Simpson Senior Services, Inc. 403(b)(7) Retirement Plan reported $11M in total assets and 553 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #10,844 in Healthcare & Social Assistance (16,916 peers)
Simpson Senior Services, Inc. multi-year trail
Simpson Senior Services, Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Simpson Senior Services, Inc. 403(b)(7) Retirement Plan at $11M / 553 participants.
- #10,844
- in Healthcare & Social Assistance (16,916 peers)
- +21.4%
- assets growth YoY
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,491,486 Top 41% higher than 59% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Simpson Senior Services, Inc. 403(b)(7) Retirement 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. Simpson Senior Services, Inc. 403(b)(7) Retirement Plan sits mid-pack in the medium band (553 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Simpson Senior Services, Inc. 403(b)(7) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Simpson Senior Services, Inc. 403(b)(7) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Simpson Senior Services, Inc. 403(b)(7) Retirement Plan reported participants rose from 518 in the plan year 2023 filing to 553 in the plan year 2024 filing.
DOL schedule card
Filing strip 232948991 · Simpson Senior Services, Inc. PY 2024 · Other
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan · $11M · 553 · 59th
- VS-ST $11M
- VS-ST 553
- VS-ST 59th
- VS-ST Other
- VS-ST near Boone Memorial Hospital 403(b) Plan
- VS-ST ind #10844
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan in the asset neighbourhood
Simpson Senior Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Simpson Senior Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 46.879739582281516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 482 | $8M |
| 2023 | 1 | 518 | $9M |
| 2024 | 1 | 553 | $11M |
Simpson Senior Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 232948991 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Simpson Senior Services, Inc. 403(b)(7) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Boone Memorial Hospital 403(b) Plan in WV ($11M); by covered participants it is Beechwood Tax Sheltered Annuity Retirement Plan in NY (553 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (553 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.