401(k) · DOL Form 5500 · 2024

Simpeo, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
1,150
Participants Near avg headcount
63rd
Percentile by assets National rank
$12,137
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simpeo 401(k) Plan · Sponsored by Simpeo, LLC · Alabama · Professional & Technical Services

$14M in assets, 1,150 participants

Simpeo, LLC's Simpeo 401(k) Plan reported $14M in total assets and 1,150 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,492 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Simpeo 401(k) Plan covers 1,150 participants in Alabama, 3.2x the typical Alabama plan (state average ~360 per filing). Assets: $14M.

#12,492
in Professional & Technical Services (20,173 peers)
-24.7%
assets change YoY

Simpeo 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Simpeo 401(k) Plan vs every filed plan by assets

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

$13,957,777 Top 37% higher than 63% 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

Simpeo 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simpeo 401(k) Plan lands in the large band (1,150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simpeo 401(k) Plan reported participants rose from 508 in the plan year 2023 filing to 1,150 in the plan year 2024 filing.
  • Simpeo 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Simpeo 401(k) Plan end-of-year assets fell from $19M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 831723892 · Simpeo, LLC PY 2024 · 401(k)

Simpeo 401(k) Plan · $14M · 1,150 · 63rd

  • BOOK $14M
  • VS-ST 1,150
  • BOY 63rd
  • SCH 401(k)
  • EBSA near Ssm Group, Inc. 401(k) Profit Sharing Plan
  • PART ind #12492

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 Alabama →

Simpeo 401(k) Plan in the asset neighbourhood

Simpeo 401(k) Plan$14MSsm Group, Inc. 401(k) Profit Sharing PlanSsm Group, Inc. 401(k) Profi…$14MYour Dough Profit Sharing PlanYour Dough Profit Sharing Pl…$14MJd.Com American Technologies Corporation 401(k) PlanJd.Com American Technologies…$14M19sixarchitects 401(k) Profit Sharing Plan19sixarchitects 401(k) Profi…$14M
End-of-year total assets ($M) among Simpeo 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN831723892
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simpeo, LLC)

Sponsor-wide plan assets over time

All Simpeo, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 24.74602050080981% vs 2023
2024 filing year
$12M$14M$16M$18M$20M 20232024 $18.6M $14M ▼ -24.7%
Year Plans Participants Total Assets
2023 1 508 $19M
2024 1 1,150 $14M

Nearby 401(k) Plans in Alabama

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

Simpeo 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Simpeo 401(k) Plan, Total assets ($B): 0.013957777 · Participants: 1150Simpeo 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Simpeo 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Simpeo 401(k) Plan side-by-side with 3 peers →

Simpeo 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Ssm Group, Inc. 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Windsor House, Inc. 401(k) Savings Plan in OH (1,150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,150 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 Simpeo 401(k) Plan assets move in 2024? ▼
Simpeo 401(k) Plan declined sharply - down 24.7% during 2024, from $19M to $14M. Reported net income was $2M.
How have Simpeo, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Simpeo, LLC's sponsor-wide assets declined 24.7%, from $19M to $14M.
Which 401(k) plans are similar in size to Simpeo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ssm Group, Inc. 401(k) Profit Sharing Plan in PA ($14M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Simpeo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Windsor House, Inc. 401(k) Savings Plan in OH (1,150 participants, $18M 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 831723892.

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.