DOL Form 5500 · 2024 Plan Year

THE SIMONS FOUNDATION, INC.

THE SIMONS FOUNDATION, INC. 401(K) PLAN

Defined ContributionNY
$119.9M
Plan Assets
825
Participants
2024
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)
$119.9M
Participants
825
Filing Received
September 3, 2025
Plan Year
2024

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 $119.9M in plan assets on behalf of 825 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).