401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$202M
Total assets Near avg plan size
3,022
Participants Above avg headcount
94th
Percentile by assets National rank
$66,691
Avg per participant Below avg balance/head
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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.

  • #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.

#16,233
in Manufacturing (17,777 peers)
+4.5%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Samuel, Son & Co. (USA), Inc. 401(k) Plan's outsized position 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

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

Samuel, Son & Co. (USA), Inc. 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. Samuel, Son & Co. (USA), Inc. 401(k) Plan lands in the large band (3,022 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Plan-year Form 5500 strip

Filing strip 061251791 · Samuel, Son & Co. (USA), Inc. PY 2024 · 401(k)

Samuel, Son & Co. (USA), Inc. 401(k) Plan · $202M · 3,022 · 94th

  • ASSETS $202M
  • ASSETS 3,022
  • ASSETS 94th
  • ASSETS 401(k)
  • ASSETS near B&g Foods 401(k) Savings and Investment Plan
  • ASSETS ind #16233

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 Illinois →

Samuel, Son & Co. (USA), Inc. 401(k) Plan in the asset neighbourhood

B&g Foods 401(k) Savings and Investment PlanB&g Foods 401(k) Savings and…$202MSamuel, Son & Co. (USA), Inc. 401(k) PlanSamuel, Son & Co. (USA), Inc…$202MMistras Group, Inc. Salary Savings PlanMistras Group, Inc. Salary S…$201MU.a. Local 13 Annuity Fund$201MBartlett Tree 401(k) Plan$201M
End-of-year total assets ($M) among Samuel, Son & Co. (USA), Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$202M
Net Income$9M
Employer EIN061251791
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Samuel, Son & Co. (USA), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$204M 13.542378747493375% vs 2022
2024 filing year
$170M$180M$190M$200M$210M 202220232024 $180M $204M ▲ +13.5%
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 Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Samuel, Son & Co. (USA), Inc. 401(k) Plan, Total assets ($B): 0.201539962 · Participants: 3022Samuel, Son & Co. (USA), Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Samuel, Son & Co. (USA), Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Samuel, Son & Co. (USA), Inc. 401(k) Plan side-by-side with 3 peers →

Samuel, Son & Co. (USA), Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is B&g Foods 401(k) Savings and Investment Plan in NJ ($202M); by covered participants it is Vontier Retirement Savings Plan in NC (3,022 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($202M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,022 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 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).
Which 401(k) plans cover a similar participant headcount to Samuel, Son & Co. (USA), Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vontier Retirement Savings Plan in NC (3,022 participants, $409M 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 061251791.

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.