401(k) · DOL Form 5500 · 2024
Simpson Gumpertz & Heger Inc. 401(k) Plan
Data updated 2026-08-11
- $464M
- Total assets
- 742
- Participants
- 97th
- Percentile by assets
- $625,429
- Avg per participant
Official DOL plan name: Sgh Profit Sharing & 401(k) Plan and Trust · Sponsored by Simpson Gumpertz & Heger Inc. · Massachusetts · Professional & Technical Services
$464M in assets, 742 participants
Simpson Gumpertz & Heger Inc.'s Sgh Profit Sharing & 401(k) Plan and Trust reported $464M in total assets and 742 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #19,740 in Professional & Technical Services (20,173 peers)
Where Sgh Profit Sharing & 401(k) Plan and Trust sits by assets
Sgh Profit Sharing & 401(k) Plan and Trust sits in the top 5% of all filed plans by assets, $464M for 742 participants (~$625,429/participant), up 16.9% in 2024.
- $464M
- total plan assets (2024 EOY)
- 742
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $625,429
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sgh Profit Sharing & 401(k) Plan and Trust end-of-year assets rose from $397M in the plan year 2023 filing to $464M in the plan year 2024 filing.
- Sgh Profit Sharing & 401(k) Plan and Trust reported participants rose from 672 in the plan year 2023 filing to 742 in the plan year 2024 filing.
- Sgh Profit Sharing & 401(k) Plan and Trust reported net income rose from $67M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Sgh Profit Sharing & 401(k) Plan and Trust vs the 2024 asset distribution
By assets, Sgh Profit Sharing & 401(k) Plan and Trust outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $397M |
|---|---|
| Net Assets (End of Year) | $464M |
| Net Income | $67M |
| Employer EIN | 042256923 |
| Plan Effective Date | 1961-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simpson Gumpertz & Heger Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 637 | $330M |
| 2023 | 1 | 672 | $397M |
| 2024 | 1 | 742 | $464M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sgh Profit Sharing & 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sgh Profit Sharing & 401(k) Plan and Trust by total assets, not by location.
- Nv5, Inc. 401(k) Profit Sharing Plan (CA) $464M · 3,586
- Arista Networks Inc. 401(k) Plan (CA) $463M · 2,034
- Solaris 401(k) Plan (FL) $465M · 5,247
- Acce Benefit Trust Profit Sharing Plan (VA) $465M · 3,456
Frequently Asked Questions
How did Sgh Profit Sharing & 401(k) Plan and Trust assets move in 2024? ▼
How have Simpson Gumpertz & Heger Inc. plan assets changed over time? ▼
Where does Sgh Profit Sharing & 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
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Ways to act on Sgh Profit Sharing & 401(k) Plan and Trust's numbers.
- By total assets, Sgh Profit Sharing & 401(k) Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Simpson Gumpertz & Heger Inc.'s sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans