401(k) · DOL Form 5500 · 2024

Conroy Simberg, P.a. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
342
Participants Below avg headcount
81st
Percentile by assets National rank
$116,647
Avg per participant Below avg balance/head
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Official DOL plan name: Conroy Simberg 401(k) Plan · Sponsored by Conroy Simberg, P.a. · Florida · Professional & Technical Services

$40M in assets, 342 participants

Conroy Simberg, P.a.'s Conroy Simberg 401(k) Plan reported $40M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,530 in Professional & Technical Services (20,173 peers)

Where Conroy Simberg 401(k) Plan sits by assets

Conroy Simberg 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 342 participants (~$116,647/participant), up 11.4% in 2024.

#16,530
in Professional & Technical Services (20,173 peers)
+11.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Conroy Simberg 401(k) Plan's outsized position by total assets

Conroy Simberg 401(k) Plan vs every filed plan by assets

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

$39,893,254 Top 19% higher than 81% 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

Conroy Simberg 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. Conroy Simberg 401(k) Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Conroy Simberg 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Conroy Simberg 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Conroy Simberg 401(k) Plan reported participants rose from 337 in the plan year 2023 filing to 342 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591943544 · Conroy Simberg, P.a. PY 2024 · 401(k)

Conroy Simberg 401(k) Plan · $40M · 342 · 81st

  • EIN $40M
  • RANK 342
  • PHOTO 81st
  • IND 401(k)
  • EOY near Pine River Domestic Management 401(k) Profit Sharing Plan
  • 5500 ind #16530

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 Professional & Technical Services retirement plans → · Plans in Florida →

Conroy Simberg 401(k) Plan in the asset neighbourhood

C.H. Guernsey & Co. 401(k) Savings and Profit Sharing PlanC.H. Guernsey & Co. 401(k) S…$40MColumbia 401(k) Plan$40MMarketvision 401(k) Plan$40MConroy Simberg 401(k) Plan$40MPine River Domestic Management 401(k) Profit Sharing PlanPine River Domestic Manageme…$40M
End-of-year total assets ($M) among Conroy Simberg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN591943544
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conroy Simberg, P.a.)

Sponsor-wide plan assets over time

All Conroy Simberg, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 29.701913134116737% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.8M $39.9M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 326 $31M
2023 1 337 $36M
2024 1 342 $40M

Nearby 401(k) Plans in Florida

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

Conroy Simberg 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Conroy Simberg 401(k) Plan, Total assets ($B): 0.039893254 · Participants: 342Conroy Simberg 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Conroy Simberg 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Conroy Simberg 401(k) Plan side-by-side with 3 peers →

Conroy Simberg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pine River Domestic Management 401(k) Profit Sharing Plan in MN ($40M); by covered participants it is C. Stein, Inc. Retirement Plan in WA (342 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Conroy Simberg 401(k) Plan assets move in 2024? ▼
Conroy Simberg 401(k) Plan grew at a solid clip - up 11.4% during 2024, from $36M to $40M. Reported net income was $4M.
How have Conroy Simberg, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conroy Simberg, P.a.'s sponsor-wide assets grew 29.7%, from $31M to $40M.
Where does Conroy Simberg 401(k) Plan rank by assets among Form 5500 filers? ▼
Conroy Simberg 401(k) Plan ranks in the 81st 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 Conroy Simberg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pine River Domestic Management 401(k) Profit Sharing Plan in MN ($40M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Conroy Simberg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. Stein, Inc. Retirement Plan in WA (342 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 591943544.

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.