401(k) · DOL Form 5500 · 2024

Simon Roofing & Sheet Metal Corp 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
450
Participants Below avg headcount
79th
Percentile by assets National rank
$72,388
Avg per participant Below avg balance/head
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Official DOL plan name: Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing · Sponsored by Simon Roofing & Sheet Metal Corp · Ohio · Construction

$33M in assets, 450 participants

Simon Roofing & Sheet Metal Corp's Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing reported $33M in total assets and 450 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,964 in Construction (9,039 peers)

Where Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing sits by assets

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing sits in the top quartile of all filed plans by assets, $33M for 450 participants (~$72,388/participant), up 11.3% in 2024.

#6,964
in Construction (9,039 peers)
+11.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing's outsized position by total assets

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing vs every filed plan by assets

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

$32,574,793 Top 21% higher than 79% 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

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing 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. Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing sits mid-pack in the medium band (450 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing reported participants rose from 356 in the plan year 2023 filing to 450 in the plan year 2024 filing.
  • Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341430114 · Simon Roofing & Sheet Metal Corp PY 2024 · 401(k)

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing · $33M · 450 · 79th

  • PCT $33M
  • EIN 450
  • RANK 79th
  • PHOTO 401(k)
  • IND near Mattson & Co. 401(k) Savings Plan
  • EOY ind #6964

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 Construction retirement plans → · Plans in Ohio →

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing in the asset neighbourhood

Mattson & Co. 401(k) Savings PlanMattson & Co. 401(k) Savings…$33MMid-Hudson Valley Federal Credit Union 401(k) PlanMid-Hudson Valley Federal Cr…$33MJim's Formal Wear Inc 401(k) Profit Sharing PlanJim's Formal Wear Inc 401(k)…$33MSimon Roofing & Sheet Metal Corp 401(k) Profit SharingSimon Roofing & Sheet Metal …$33MNeuroscience Group of Northeast Wisconsin,S.C. Profit Sharing Plan and TrustNeuroscience Group of Northe…$33M
End-of-year total assets ($M) among Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN341430114
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Roofing & Sheet Metal Corp)

Sponsor-wide plan assets over time

All Simon Roofing & Sheet Metal Corp plans reported in each filing year

Latest sponsor-wide plan assets
$33M 17.949048004825315% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.6M $32.6M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 377 $28M
2023 1 356 $29M
2024 1 450 $33M

Nearby 401(k) Plans in Ohio

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

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing, Total assets ($B): 0.032574793 · Participants: 450Simon Roofing & Sheet Metal Corp 401(k) Profit SharingGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing side-by-side with 3 peers →

Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mattson & Co. 401(k) Savings Plan in CA ($33M); by covered participants it is Kneaders 401(k) Retirement Plan in UT (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing assets move in 2024? ▼
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing grew at a solid clip - up 11.3% during 2024, from $29M to $33M. Reported net income was $3M.
How have Simon Roofing & Sheet Metal Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Roofing & Sheet Metal Corp's sponsor-wide assets grew 17.9%, from $28M to $33M.
Where does Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Mattson & Co. 401(k) Savings Plan in CA ($33M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Simon Roofing & Sheet Metal Corp 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Kneaders 401(k) Retirement Plan in UT (450 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 341430114.

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.