401(k) · DOL Form 5500 · 2024

Samuel, Son & Co. (USA), Inc. 401(k) Plan

Data updated 2026-08-11

$202M
Total assets: 3,022
Participants: 94th
Percentile by assets: $66,691
Avg per participant

Official DOL plan name: Samuel, Son & Co. (USA), Inc. 401(k) Plan · Sponsored by Samuel, Son & Co. (USA), Inc. · Illinois · Manufacturing

$202M in assets, 3,022 participants

Samuel, Son & Co. (USA), Inc.'s Samuel, Son & Co. (USA), Inc. 401(k) Plan reported $202M in total assets and 3,022 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 123,622 plans)
#16,233 in Manufacturing (17,777 peers)

Coverage in Illinois

Samuel, Son & Co. (USA), Inc. 401(k) Plan covers 3,022 participants in Illinois, 3.9x the typical Illinois plan (state average ~779 per filing). Assets: $202M.

$202M
total plan assets (2024 EOY): 3,022
covered participants: 94th
percentile by assets (of 123,622 plans): $66,691
avg assets per participant

Where Samuel, Son & Co. (USA), Inc. 401(k) Plan sits by total assets

Samuel, Son & Co. (USA), Inc. 401(k) Plan vs every filed plan by assets

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

$201,539,962 Top 6% higher than 94% 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

Samuel, Son & Co. (USA), Inc. 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Samuel, Son & Co. (USA), Inc. 401(k) Plan reported participants fell from 3,178 in the plan year 2023 filing to 3,022 in the plan year 2024 filing.
Samuel, Son & Co. (USA), Inc. 401(k) Plan end-of-year assets rose from $193M in the plan year 2023 filing to $202M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Manufacturing

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Samuel, Son & Co. (USA), Inc. 401(k) Plan reports 3,022 participants - 3.9x that state average ($202M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$193M
Net Assets (End of Year)	$202M
Net Income	$9M
Employer EIN	061251791
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Samuel, Son & Co. (USA), Inc.)

Total plan assets by year, all Samuel, Son & Co. (USA), Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	3,329	$180M
2023	2	3,367	$195M
2024	2	3,227	$204M

Nearby 401(k) Plans in Illinois

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

Samuel, Son & Co. (USA), Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Samuel, Son & Co. (USA), Inc. 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Samuel, Son & Co. (USA), Inc. 401(k) Plan by total assets, not by location.

B&g Foods 401(k) Savings and Investment Plan (NJ) $202M · 1,828
Mistras Group, Inc. Salary Savings Plan (NJ) $201M · 3,174
U.a. Local 13 Annuity Fund (NY) $201M · 1,050
Bartlett Tree 401(k) Plan (CT) $201M · 2,572

Frequently Asked Questions

How did Samuel, Son & Co. (USA), Inc. 401(k) Plan assets move in 2024? ▼

Samuel, Son & Co. (USA), Inc. 401(k) Plan edged up modestly - up 4.5% during 2024, from $193M to $202M. Reported net income was $9M.

How have Samuel, Son & Co. (USA), Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Samuel, Son & Co. (USA), Inc.'s sponsor-wide assets grew 13.5%, from $180M to $204M.

Where does Samuel, Son & Co. (USA), Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Samuel, Son & Co. (USA), Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Samuel, Son & Co. (USA), Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is B&g Foods 401(k) Savings and Investment Plan in NJ ($202M, 1,828 participants).

Next read for Samuel, Son & Co. (USA), Inc. 401(k) Pla…

Filing takeaways

Ways to act on Samuel, Son & Co. (USA), Inc. 401(k) Plan's numbers.

By total assets, Samuel, Son & Co. (USA), Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Samuel, Son & Co. (USA), Inc.'s sponsor-wide assets have grown 13.5% since 2022 across 3 plan years on file. More Manufacturing plans

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 061251791.