401(k) · DOL Form 5500 · 2024

M. Simon Zook Co. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
189
Participants Below avg headcount
54th
Percentile by assets National rank
$48,995
Avg per participant Low balance/head
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Official DOL plan name: M. Simon Zook 401(k) Profit Sharing Plan · Sponsored by M. Simon Zook Co. · Pennsylvania · Manufacturing

$9M in assets, 189 participants

M. Simon Zook Co.'s M. Simon Zook 401(k) Profit Sharing Plan reported $9M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,005 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

M. Simon Zook 401(k) Profit Sharing Plan covers 189 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#7,005
in Manufacturing (17,777 peers)
+11.7%
assets growth YoY

M. Simon Zook 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

M. Simon Zook 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,260,110 Top 46% higher than 54% 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

M. Simon Zook 401(k) Profit Sharing 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. M. Simon Zook 401(k) Profit Sharing Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M. Simon Zook 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $973K in the plan year 2024 filing.
  • M. Simon Zook 401(k) Profit Sharing Plan reported participants fell from 222 in the plan year 2023 filing to 189 in the plan year 2024 filing.
  • M. Simon Zook 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231496543 · M. Simon Zook Co. PY 2024 · 401(k)

M. Simon Zook 401(k) Profit Sharing Plan · $9M · 189 · 54th

  • BOY $9M
  • SCH 189
  • EBSA 54th
  • PART 401(k)
  • TYPE near Alliance Automation 401(k) Retirement Plan
  • NET ind #7005

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 Manufacturing retirement plans → · Plans in Pennsylvania →

M. Simon Zook 401(k) Profit Sharing Plan in the asset neighbourhood

M. Simon Zook 401(k) Profit Sharing PlanM. Simon Zook 401(k) Profit …$9MAlliance Automation 401(k) Retirement PlanAlliance Automation 401(k) R…$9MSpotlight LLC 401(k) Profit Sharing Plan and TrustSpotlight LLC 401(k) Profit …$9MGeissler's Supermarket, Inc. 401(k) PlanGeissler's Supermarket, Inc.…$9MPiper Shores 401(k) Plan$9M
End-of-year total assets ($M) among M. Simon Zook 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$973K
Employer EIN231496543
Plan Effective Date1957-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (M. Simon Zook Co.)

Sponsor-wide plan assets over time

All M. Simon Zook Co. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 34.42762312574771% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.89M $9.26M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 214 $7M
2023 1 222 $8M
2024 1 189 $9M

Nearby 401(k) Plans in Pennsylvania

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

M. Simon Zook 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants M. Simon Zook 401(k) Profit Sharing Plan, Total assets ($B): 0.00926011 · Participants: 189M. Simon Zook 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
M. Simon Zook 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare M. Simon Zook 401(k) Profit Sharing Plan side-by-side with 3 peers →

M. Simon Zook 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Alliance Automation 401(k) Retirement Plan in OH ($9M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 M. Simon Zook 401(k) Profit Sharing Plan assets move in 2024? ▼
M. Simon Zook 401(k) Profit Sharing Plan grew at a solid clip - up 11.7% during 2024, from $8M to $9M. Reported net income was $973K.
How have M. Simon Zook Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. Simon Zook Co.'s sponsor-wide assets grew 34.4%, from $7M to $9M.
Which 401(k) plans are similar in size to M. Simon Zook 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Automation 401(k) Retirement Plan in OH ($9M, 182 participants).
Which 401(k) plans cover a similar participant headcount to M. Simon Zook 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in MD (189 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 231496543.

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.