The Simons Foundation, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Simons Foundation, INC. (EIN 133794889)
  • Plan Type: 401(k)
  • Total Participants: 536
  • Total Assets: $119.9M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024536$119.9M$7.1M$4.5M
2023609$93.8M$6.9M$4.2M
2022619$67.9M$6.1M$3.7M

Service Providers

  • CITRIN COOPERMAN — Accountant / Independent Qualified Public Accountant

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