401(k) · DOL Form 5500 · 2024

Simon Pearce (US) LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
242
Participants Below avg headcount
69th
Percentile by assets National rank
$77,244
Avg per participant Below avg balance/head
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Official DOL plan name: Simon Pearce (US) LLC 401(k) Ps & Trust · Sponsored by Simon Pearce (US) LLC · Vermont · Manufacturing

$19M in assets, 242 participants

Simon Pearce (US) LLC's Simon Pearce (US) LLC 401(k) Ps & Trust reported $19M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,327 in Manufacturing (17,777 peers)

Simon Pearce (US) LLC multi-year trail

Simon Pearce (US) LLC's plans moved +34.3% in assets from 2022 to 2024; this filing shows Simon Pearce (US) LLC 401(k) Ps & Trust at $19M / 242 participants.

#10,327
in Manufacturing (17,777 peers)
+15.5%
assets growth YoY

Simon Pearce (US) LLC 401(k) Ps & Trust's outsized position by total assets

Simon Pearce (US) LLC 401(k) Ps & Trust vs every filed plan by assets

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

$18,692,962 Top 31% higher than 69% 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 Pearce (US) LLC 401(k) Ps & Trust 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 Pearce (US) LLC 401(k) Ps & Trust sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simon Pearce (US) LLC 401(k) Ps & Trust end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Simon Pearce (US) LLC 401(k) Ps & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Simon Pearce (US) LLC 401(k) Ps & Trust reported participants fell from 249 in the plan year 2023 filing to 242 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 030278920 · Simon Pearce (US) LLC PY 2024 · 401(k)

Simon Pearce (US) LLC 401(k) Ps & Trust · $19M · 242 · 69th

  • 5500 $19M
  • ASSETS 242
  • PCT 69th
  • EIN 401(k)
  • RANK near Marion Body Works, Inc. Savings Plan
  • PHOTO ind #10327

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 Manufacturing retirement plans → · Plans in Vermont →

Simon Pearce (US) LLC 401(k) Ps & Trust in the asset neighbourhood

Weber Distribution, LLC 401(k) PlanWeber Distribution, LLC 401(…$19MSimon Pearce (US) LLC 401(k) Ps & TrustSimon Pearce (US) LLC 401(k)…$19MMarion Body Works, Inc. Savings PlanMarion Body Works, Inc. Savi…$19MNeu Brothers Holdings, Inc. 401(k) PlanNeu Brothers Holdings, Inc. …$19MDallas Plastic Surgery Institute, Inc. 401(k) Profit Sharing PlanDallas Plastic Surgery Insti…$19M
End-of-year total assets ($M) among Simon Pearce (US) LLC 401(k) Ps & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Simon Pearce (US) LLC multi-year asset trail

Sponsor-wide plan assets over time

All Simon Pearce (US) LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.260047725511086% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $18.7M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 239 $14M
2023 1 249 $16M
2024 1 242 $19M

Simon Pearce (US) LLC filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN030278920
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Simon Pearce (US) LLC 401(k) Ps & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Simon Pearce (US) LLC 401(k) Ps & Trust, Total assets ($B): 0.018692962 · Participants: 242Simon Pearce (US) LLC 401(k) Ps & TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Simon Pearce (US) LLC 401(k) Ps & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Simon Pearce (US) LLC 401(k) Ps & Trust side-by-side with 3 peers →

Simon Pearce (US) LLC 401(k) Ps & Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Marion Body Works, Inc. Savings Plan in WI ($19M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Pearce (US) LLC 401(k) Ps & Trust assets move in 2024? ▼
Simon Pearce (US) LLC 401(k) Ps & Trust grew sharply - up 15.5% during 2024, from $16M to $19M. Reported net income was $3M.
How have Simon Pearce (US) LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Pearce (US) LLC's sponsor-wide assets grew 34.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Simon Pearce (US) LLC 401(k) Ps & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Marion Body Works, Inc. Savings Plan in WI ($19M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Simon Pearce (US) LLC 401(k) Ps & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Venus Construction Company 401 (K) Plan in TX (242 participants, $3M 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 030278920.

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.