401(k) · DOL Form 5500 · 2024
Simmons Perrine Moyer Bergman PLC 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 107
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $531,068
- Avg per participant High balance/head
Official DOL plan name: Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust · Sponsored by Simmons Perrine Moyer Bergman PLC · Iowa · Professional & Technical Services
$57M in assets, 107 participants
Simmons Perrine Moyer Bergman PLC's Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust reported $57M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,433 in Professional & Technical Services (20,173 peers)
Coverage in Iowa
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust covers 107 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: $57M.
- #17,433
- in Professional & Technical Services (20,173 peers)
- +14.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,824,254 Top 14% higher than 86% 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
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & 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. Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $49M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust reported participants rose from 94 in the plan year 2023 filing to 107 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 420665669 · Simmons Perrine Moyer Bergman PLC PY 2024 · 401(k)
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust · $57M · 107 · 86th
- TYPE $57M
- TYPE 107
- TYPE 86th
- TYPE 401(k)
- TYPE near Blueally Technology Solutions 401(k) Plan
- TYPE ind #17433
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 Professional & Technical Services retirement plans → · Plans in Iowa →
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $7M |
| Employer EIN | 420665669 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simmons Perrine Moyer Bergman PLC)
Sponsor-wide plan assets over time
All Simmons Perrine Moyer Bergman PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 30.082841137200617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $44M |
| 2023 | 1 | 94 | $49M |
| 2024 | 1 | 107 | $57M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Blueally Technology Solutions 401(k) Plan in GA ($57M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Blueally Technology Solutions 401(k) Plan (GA) $57M · 412
- Ahtna 401(k) Plan (AK) $57M · 512
- Nexen Group Inc. Retirement Savings Plan (MN) $57M · 110
- Cifc Asset Management LLC Retirement Plan (NY) $57M · 198
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Augmedix, Inc. 401(k) Plan (CA) 107 · 0 off
- Infovista 401(k) Retirement Plan (MA) 107 · 0 off
- Manmar Entertainment LLC 401(k) Profit Sharing Plan & Trust (FL) 107 · 0 off
- Sullivan Paper Company, Inc. 401(k) Plan (MA) 107 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.