401(k) · DOL Form 5500 · 2024

Logan Simpson Design Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
154
Participants Small participant base
67th
Percentile by assets National rank
$111,895
Avg per participant Below avg balance/head
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Official DOL plan name: Logan Simpson Design 401(k) Plan · Sponsored by Logan Simpson Design Inc. · Arizona · Professional & Technical Services

$17M in assets, 154 participants

Logan Simpson Design Inc.'s Logan Simpson Design 401(k) Plan reported $17M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,410 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Logan Simpson Design 401(k) Plan covers 154 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $17M.

#13,410
in Professional & Technical Services (20,173 peers)
+15.6%
assets growth YoY

Logan Simpson Design 401(k) Plan's outsized position by total assets

Logan Simpson Design 401(k) Plan vs every filed plan by assets

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

$17,231,906 Top 33% higher than 67% 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

Logan Simpson Design 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. Logan Simpson Design 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Logan Simpson Design 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Logan Simpson Design 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Logan Simpson Design 401(k) Plan reported participants rose from 146 in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860900108 · Logan Simpson Design Inc. PY 2024 · 401(k)

Logan Simpson Design 401(k) Plan · $17M · 154 · 67th

  • SCH $17M
  • EBSA 154
  • PART 67th
  • TYPE 401(k)
  • NET near Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust
  • BOOK ind #13410

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 Arizona →

Logan Simpson Design 401(k) Plan in the asset neighbourhood

Logan Simpson Design 401(k) PlanLogan Simpson Design 401(k) …$17MCarolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & TrustCarolina Orthopeadic & Neuro…$17MSunshine Developmental School, Inc 401(k) PlanSunshine Developmental Schoo…$17MPacemaker Steel and Piping Company, Inc. Employees' Deferred Savings and Profit Sharing PlanPacemaker Steel and Piping C…$17MCharles Daher's Commonwealth Motors 401(k) Retirement PlanCharles Daher's Commonwealth…$17M
End-of-year total assets ($M) among Logan Simpson Design 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN860900108
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Logan Simpson Design Inc.)

Sponsor-wide plan assets over time

All Logan Simpson Design Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 48.25927756934678% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $17.2M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 129 $12M
2023 1 146 $15M
2024 1 154 $17M

Nearby 401(k) Plans in Arizona

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

Logan Simpson Design 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Logan Simpson Design 401(k) Plan, Total assets ($B): 0.017231906 · Participants: 154Logan Simpson Design 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Logan Simpson Design 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Logan Simpson Design 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust in SC ($17M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

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 Logan Simpson Design 401(k) Plan assets move in 2024?
Logan Simpson Design 401(k) Plan grew sharply - up 15.6% during 2024, from $15M to $17M. Reported net income was $2M.
How have Logan Simpson Design Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Logan Simpson Design Inc.'s sponsor-wide assets grew 48.3%, from $12M to $17M.
Which 401(k) plans are similar in size to Logan Simpson Design 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust in SC ($17M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Logan Simpson Design 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M in assets).