401(k) · DOL Form 5500 · 2024

SIMPLEVIEW 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 348
Participants Below avg headcount: 72nd
Percentile by assets National rank: $64,780
Avg per participant Low balance/head

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Official DOL plan name: Simpleview 401(k) Plan · Sponsored by SIMPLEVIEW · Arizona · Professional & Technical Services

$23M in assets, 348 participants

SIMPLEVIEW's Simpleview 401(k) Plan reported $23M in total assets and 348 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#14,535 in Professional & Technical Services (20,173 peers)

SIMPLEVIEW multi-year trail

SIMPLEVIEW's plans moved +56.8% in assets from 2022 to 2024; this filing shows Simpleview 401(k) Plan at $23M / 348 participants.

#14,535
in Professional & Technical Services (20,173 peers): +13.1%
assets growth YoY

Simpleview 401(k) Plan's outsized position by total assets

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

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

$22,543,458 Top 28% higher than 72% 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

Simpleview 401(k) 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. Simpleview 401(k) Plan sits mid-pack in the medium band (348 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Simpleview 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Simpleview 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Simpleview 401(k) Plan reported participants fell from 380 in the plan year 2023 filing to 348 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 743044818 · SIMPLEVIEW PY 2024 · 401(k)

Simpleview 401(k) Plan · $23M · 348 · 72nd

PCT $23M
PCT 348
PCT 72nd
PCT 401(k)
PCT near Smith Brothers of Berne Retirement Plan
PCT ind #14535

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 Arizona →

End-of-year total assets ($M) among Simpleview 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

SIMPLEVIEW multi-year asset trail

Latest sponsor-wide plan assets: $23M 56.78662318672857% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	334	$14M
2023	1	380	$20M
2024	2	683	$23M

SIMPLEVIEW filing trail (2024)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$23M
Net Income	$3M
Employer EIN	743044818
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Simpleview 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Simpleview 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Smith Brothers of Berne Retirement Plan in IN ($23M); by covered participants it is Opensquare 401(k) Retirement Plan in WA (348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Smith Brothers of Berne Retirement Plan (IN) $23M · 458
National Community Renaissance Voluntary 401(k) Plan (CA) $23M · 505
Heartland Advisors Employees Profit Sharing/401(k) Plan and Trust (WI) $23M · 26
Herker Industries, Inc. 401(k) Profit Sharing Plan (WI) $23M · 191

Similar participant headcount

Nearest other-state filings by covered participants (348 participants); asset peers above are excluded.

Opensquare 401(k) Retirement Plan (WA) 348 · 0 off
Armstrong Ambulance Service, Inc. 401(k) Retirement Plan (MA) 348 · 0 off
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan (PA) 348 · 0 off
Lendingpoint LLC 401(k) Plan (GA) 348 · 0 off

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 Simpleview 401(k) Plan assets move in 2024? ▼

Simpleview 401(k) Plan grew at a solid clip - up 13.1% during 2024, from $20M to $23M. Reported net income was $3M.

How have SIMPLEVIEW plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), SIMPLEVIEW's sponsor-wide assets grew 56.8%, from $14M to $23M.

Which 401(k) plans are similar in size to Simpleview 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Smith Brothers of Berne Retirement Plan in IN ($23M, 458 participants).

Which 401(k) plans cover a similar participant headcount to Simpleview 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Opensquare 401(k) Retirement Plan in WA (348 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 743044818.