401(k) · DOL Form 5500 · 2024
Samson Investment Holding Co. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 1,196
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $33,919
- Avg per participant Low balance/head
Official DOL plan name: Samson Investment Holding Co. Retirement Savings Plan & Trust · Sponsored by Samson Investment Holding Co. · North Carolina · Manufacturing
$41M in assets, 1,196 participants
Samson Investment Holding Co.'s Samson Investment Holding Co. Retirement Savings Plan & Trust reported $41M in total assets and 1,196 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #13,191 in Manufacturing (17,777 peers)
Where Samson Investment Holding Co. Retirement Savings Plan & Trust sits by assets
Samson Investment Holding Co. Retirement Savings Plan & Trust sits in the top quartile of all filed plans by assets, $41M for 1,196 participants (~$33,919/participant), up 14.2% in 2024.
- #13,191
- in Manufacturing (17,777 peers)
- +14.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Samson Investment Holding Co. Retirement Savings Plan & Trust's outsized position by total assets
Samson Investment Holding Co. Retirement Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,567,145 Top 18% higher than 82% 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
Samson Investment Holding Co. Retirement Savings Plan & Trust'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. Samson Investment Holding Co. Retirement Savings Plan & Trust lands in the large band (1,196 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samson Investment Holding Co. Retirement Savings Plan & Trust end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Samson Investment Holding Co. Retirement Savings Plan & Trust reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Samson Investment Holding Co. Retirement Savings Plan & Trust reported participants fell from 1,261 in the plan year 2023 filing to 1,196 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 200034952 · Samson Investment Holding Co. PY 2024 · 401(k)
Samson Investment Holding Co. Retirement Savings Plan & Trust · $41M · 1,196 · 82nd
- ASSETS $41M
- PCT 1,196
- EIN 82nd
- RANK 401(k)
- PHOTO near Luminar 401(k)
- IND ind #13191
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 North Carolina →
Samson Investment Holding Co. Retirement Savings Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $5M |
| Employer EIN | 200034952 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samson Investment Holding Co.)
Sponsor-wide plan assets over time
All Samson Investment Holding Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 34.41292588694504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,459 | $30M |
| 2023 | 1 | 1,261 | $36M |
| 2024 | 1 | 1,196 | $41M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Samson Investment Holding Co. Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Luminar 401(k) in FL ($41M); by covered participants it is Fisher & Company, Incorporated 401(k) Plan in MI (1,196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Luminar 401(k) (FL) $41M · 649
- Schaedler Yesco Distribution Inc. 401(k) Plan (PA) $41M · 459
- New Process Steel, L.P. Employee Retirement & Savings Trust (TX) $41M · 411
- Magnolia Oil & Gas 401(k) Plan (TX) $41M · 247
Similar participant headcount
Nearest other-state filings by covered participants (1,196 participants); asset peers above are excluded.
- Fisher & Company, Incorporated 401(k) Plan (MI) 1,196 · 0 off
- Welch Packaging Group, Inc. 401(k) Profit Sharing Plan and Trust (IN) 1,196 · 0 off
- Elegance Living Employer, LLC 401(k) Plan (MD) 1,196 · 0 off
- Kensington Senior Living LLC 401(k) Plan (VA) 1,196 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.