How big is The Simpson Organization's plan?

The Simpson Organization's plan reported $8.5M in assets and 83 participants for 2024.

Original filing (PDF)20251008102237NAL0002916035001

The Simpson Organization

Name: The Simpson Organization — The Simpson Organization, Form 5500 (2024)
Creator: The Simpson Organization
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Simpson Organization 401(k) Plan and Trust

401(k) retirement plan · The Simpson Organization's The Simpson Organization 401(k) Plan and Trust held $8.5M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

SARA Rockaway signed The Simpson Organization's 2024 Form 5500 as plan administrator.

SARA Rockaway — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Simpson Organization's EIN is 58-1816702.

EIN 58-1816702

Plan number 001

Plan year 2024

ACK ID 20251008102237NAL0002916035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Simpson Organization from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Simpson Organization's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SIMPSON ORGANIZATION.

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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

Knocking points off