401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
205
Participants Below avg headcount
31st
Percentile by assets National rank
$11,781
Avg per participant Low balance/head
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Official DOL plan name: Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan · Sponsored by Samuel, Son & Co. (USA) Inc. · Illinois · Manufacturing

$2M in assets, 205 participants

Samuel, Son & Co. (USA) Inc.'s Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan reported $2M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,763 in Manufacturing (17,777 peers)

Coverage in Illinois

Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan covers 205 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $2M.

#2,763
in Manufacturing (17,777 peers)
+19.2%
assets growth YoY

Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan among the smaller filed plans by assets

Steel Fab, a Division of 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

$2,415,157 31st percentile higher than 31% 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

Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 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. Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan reported participants rose from 189 in the plan year 2023 filing to 205 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)

Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan · $2M · 205 · 31st

  • BOY $2M
  • BOY 205
  • BOY 31st
  • BOY 401(k)
  • BOY near Blvd Residential Inc. 401(k) Plan
  • BOY ind #2763

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 →

Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan in the asset neighbourhood

Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) PlanSteel Fab, a Division of Sam…$2MBlvd Residential Inc. 401(k) PlanBlvd Residential Inc. 401(k)…$2MAdvanced Systems Services, Inc., Ddc/ 401(k) PlanAdvanced Systems Services, I…$2MKaizen Auto Group 401(k) Plan$2MPeriodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and TrustPeriodontal Specialists of N…$2M
End-of-year total assets ($M) among Steel Fab, a Division of 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)$2M
Net Assets (End of Year)$2M
Net Income$465K
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.

Steel Fab, a Division of 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 ($B) Participants Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan, Total assets ($B): 0.002415157 · Participants: 205Steel Fab, a Division of Samuel, 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
Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan side-by-side with 3 peers →

Steel Fab, a Division of 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 Blvd Residential Inc. 401(k) Plan in CA ($2M); by covered participants it is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan assets move in 2024? ▼
Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan grew sharply - up 19.2% during 2024, from $2M to $2M. Reported net income was $465K.
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.
Which 401(k) plans are similar in size to Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blvd Residential Inc. 401(k) Plan in CA ($2M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Steel Fab, a Division of Samuel, Son & Co. (USA) Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 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 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.