401(k) · DOL Form 5500 · 2024

Simmons Rockwell 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
260
Participants Below avg headcount
66th
Percentile by assets National rank
$61,568
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simmons Rockwell Retirement Plan · Sponsored by Simmons Rockwell · New York · Retail Trade

$16M in assets, 260 participants

Simmons Rockwell's Simmons Rockwell Retirement Plan reported $16M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,165 in Retail Trade (8,048 peers)

Coverage in New York

Simmons Rockwell Retirement Plan covers 260 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $16M.

#6,165
in Retail Trade (8,048 peers)
+0.1%
assets growth YoY

Simmons Rockwell Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Simmons Rockwell Retirement Plan vs every filed plan by assets

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

$16,007,624 Top 34% higher than 66% 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

Simmons Rockwell Retirement 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. Simmons Rockwell Retirement Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simmons Rockwell Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $13K in the plan year 2024 filing.
  • Simmons Rockwell Retirement Plan reported participants rose from 254 in the plan year 2023 filing to 260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231664884 · Simmons Rockwell PY 2024 · 401(k)

Simmons Rockwell Retirement Plan · $16M · 260 · 66th

  • EOY $16M
  • 5500 260
  • ASSETS 66th
  • PCT 401(k)
  • EIN near Aqua-Chem, Inc. Retirement & Savings Plan
  • RANK ind #6165

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 Retail Trade retirement plans → · Plans in New York →

Simmons Rockwell Retirement Plan in the asset neighbourhood

Simmons Rockwell Retirement PlanSimmons Rockwell Retirement …$16MAqua-Chem, Inc. Retirement & Savings PlanAqua-Chem, Inc. Retirement &…$16MLeoni Wiring Systems, Inc. 401(k) Salary Reduction PlanLeoni Wiring Systems, Inc. 4…$16MKreher Steel 401(k) Plan$16MComplete Holdings Group Inc., 401(k) PlanComplete Holdings Group Inc.…$16M
End-of-year total assets ($M) among Simmons Rockwell Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$13K
Employer EIN231664884
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simmons Rockwell)

Sponsor-wide plan assets over time

All Simmons Rockwell plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.062545809355896% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13M $16M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 265 $13M
2023 1 254 $16M
2024 1 260 $16M

Nearby 401(k) Plans in New York

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

Simmons Rockwell Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Simmons Rockwell Retirement Plan, Total assets ($B): 0.016007624 · Participants: 260Simmons Rockwell Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Simmons Rockwell Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Simmons Rockwell Retirement Plan side-by-side with 3 peers →

Simmons Rockwell Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aqua-Chem, Inc. Retirement & Savings Plan in TN ($16M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Simmons Rockwell Retirement Plan assets move in 2024? ▼
Simmons Rockwell Retirement Plan held essentially flat - up 0.1% during 2024, from $16M to $16M. Reported net income was $13K.
How have Simmons Rockwell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simmons Rockwell's sponsor-wide assets grew 23.1%, from $13M to $16M.
Which 401(k) plans are similar in size to Simmons Rockwell Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aqua-Chem, Inc. Retirement & Savings Plan in TN ($16M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Simmons Rockwell Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone Natural Holdings 401(k) Plan in PA (260 participants, $2M 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 231664884.

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.