DOL Form 5500 · 2025 Plan Year

THE SIMONS FOUNDATION, INC.

THE SIMONS FOUNDATION, INC. 401(K) PLAN

Defined ContributionNY
$150.7M
Plan Assets
907
Participants
2025
Plan Year
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Plan Details

Plan Name
THE SIMONS FOUNDATION, INC. 401(K) PLAN
Sponsor
THE SIMONS FOUNDATION, INC.
Sponsor EIN
133794889
Plan Number
001
Location
NEW YORK, NY
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$150.7M
Participants
907
Filing Received
September 16, 2026
Plan Year
2025

About this Plan

THE SIMONS FOUNDATION, INC. 401(K) PLAN is a defined contribution retirement plan sponsored by THE SIMONS FOUNDATION, INC., headquartered in NEW YORK, NY, holding approximately $150.7M in plan assets on behalf of 907 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).