401(k) · DOL Form 5500 · 2024

Simcoe Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
26th
Percentile by assets National rank
$124,713
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simcoe Enterprises Inc. Retirement Plan · Sponsored by Simcoe Enterprises Inc. · Tennessee · Other Services

$1M in assets, 11 participants

Simcoe Enterprises Inc.'s Simcoe Enterprises Inc. Retirement Plan reported $1M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,886 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Simcoe Enterprises Inc. Retirement Plan ranks #3,886 of 7,719 2024 filers by assets (1463% of the sector average)-$1M for 11 participants.

#3,886
in Other Services (7,719 peers)
+28.0%
assets growth YoY

Simcoe Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Simcoe Enterprises Inc. Retirement Plan vs every filed plan by assets

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

$1,371,839 26th percentile higher than 26% 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

Simcoe Enterprises Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simcoe Enterprises Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simcoe Enterprises Inc. Retirement Plan reported net income rose from $98K in the plan year 2023 filing to $300K in the plan year 2024 filing.
  • Simcoe Enterprises Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472421236 · Simcoe Enterprises Inc. PY 2024 · 401(k)

Simcoe Enterprises Inc. Retirement Plan · $1M · 11 · 26th

  • EOY $1M
  • 5500 11
  • ASSETS 26th
  • PCT 401(k)
  • EIN near Archytas Automation Inc. Retirement Plan
  • RANK ind #3886

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 Other Services retirement plans → · Plans in Tennessee →

Simcoe Enterprises Inc. Retirement Plan in the asset neighbourhood

Simcoe Enterprises Inc. Retirement PlanSimcoe Enterprises Inc. Reti…$1MArchytas Automation Inc. Retirement PlanArchytas Automation Inc. Ret…$1MPnw Healthcare Holdings, LLC 401(k) PlanPnw Healthcare Holdings, LLC…$1MMetro Medical Credit Union 401(k)Metro Medical Credit Union 4…$1MIdaho Survey Group 401(k) Profit Sharing PlanIdaho Survey Group 401(k) Pr…$1M
End-of-year total assets ($M) among Simcoe Enterprises Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$300K
Employer EIN472421236
Plan Effective Date2014-11-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Simcoe Enterprises Inc.)

Sponsor-wide plan assets over time

All Simcoe Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.98847397008269% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.97M $1.37M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 7 $973K
2023 1 11 $1M
2024 1 11 $1M

Nearby 401(k) Plans in Tennessee

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

Simcoe Enterprises Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Simcoe Enterprises Inc. Retirement Plan, Total assets ($B): 0.001371839 · Participants: 11Simcoe Enterprises Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Simcoe Enterprises Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Simcoe Enterprises Inc. Retirement Plan side-by-side with 3 peers →

Simcoe Enterprises Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Archytas Automation Inc. Retirement Plan in CA ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Simcoe Enterprises Inc. Retirement Plan assets move in 2024? ▼
Simcoe Enterprises Inc. Retirement Plan grew sharply - up 28.0% during 2024, from $1M to $1M. Reported net income was $300K.
How have Simcoe Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simcoe Enterprises Inc.'s sponsor-wide assets grew 41.0%, from $973K to $1M.
Which 401(k) plans are similar in size to Simcoe Enterprises Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Archytas Automation Inc. Retirement Plan in CA ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Simcoe Enterprises Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 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 472421236.

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.