How big is Simon & SON, Inc.'s plan?

Simon & SON, Inc.'s plan reported $4.0M in assets and 9 participants for 2025.

Original filing (PDF)20260521200201NAL0003525632001

Simon & SON, Inc.

Name: Simon & SON, Inc. — Simon & SON, Inc. Retirement, Form 5500 (2025)
Creator: Simon & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon & SON, Inc. Retirement Plan

401(k) retirement plan · Simon & SON, Inc.'s Simon & SON, Inc. Retirement Plan held $4.0M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Simon & SON, Inc.'s EIN is 41-2224293.

EIN 41-2224293

Plan number 001

Plan year 2025

ACK ID 20260521200201NAL0003525632001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simon & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simon & SON, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMON & SON, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score