Simon Pearce Us Inc.
Plan context: Simon Pearce Us Inc. 401K Profit Sharing Plan
EIN 03-0278920 • 85 filings • 27 plans
Current Snapshot
Latest Year
2025
2025 Participants
214
2025 Assets
$18,692,962
2025 Contributions
$1,535,801
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 214 | $0 | $0 | - |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 214 | - | - | - |
| 2024 | 3 | 261 | $18,692,962 | $1,535,801 | $5,884iApproximate average salary by contribution assumption: employee only about $147,107 at 4% or $98,072 at 6%; with 50% employer match about $98,072 at 4% or $65,381 at 6%; with 100% employer match about $73,554 at 4% or $49,036 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 261 | $18,692,962 | $1,535,801 | $5,884iApproximate average salary by contribution assumption: employee only about $147,107 at 4% or $98,072 at 6%; with 50% employer match about $98,072 at 4% or $65,381 at 6%; with 100% employer match about $73,554 at 4% or $49,036 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 214 | - | - | - |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 214 | - | - | - |
| 2023 | 2 | 234 | $16,190,916 | $1,403,322 | $5,997iApproximate average salary by contribution assumption: employee only about $149,928 at 4% or $99,952 at 6%; with 50% employer match about $99,952 at 4% or $66,634 at 6%; with 100% employer match about $74,964 at 4% or $49,976 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 234 | $16,190,916 | $1,403,322 | $5,997iApproximate average salary by contribution assumption: employee only about $149,928 at 4% or $99,952 at 6%; with 50% employer match about $99,952 at 4% or $66,634 at 6%; with 100% employer match about $74,964 at 4% or $49,976 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 210 | - | - | - |
| 2022 | 2 | 241 | $13,922,952 | $1,579,022 | $6,552iApproximate average salary by contribution assumption: employee only about $163,799 at 4% or $109,199 at 6%; with 50% employer match about $109,199 at 4% or $72,800 at 6%; with 100% employer match about $81,899 at 4% or $54,600 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 241 | $13,922,952 | $1,579,022 | $6,552iApproximate average salary by contribution assumption: employee only about $163,799 at 4% or $109,199 at 6%; with 50% employer match about $109,199 at 4% or $72,800 at 6%; with 100% employer match about $81,899 at 4% or $54,600 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 221 | - | - | - |
| 2021 | 2 | 230 | $15,534,432 | $1,382,416 | $6,011iApproximate average salary by contribution assumption: employee only about $150,263 at 4% or $100,175 at 6%; with 50% employer match about $100,175 at 4% or $66,783 at 6%; with 100% employer match about $75,131 at 4% or $50,088 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 230 | $15,534,432 | $1,382,416 | $6,011iApproximate average salary by contribution assumption: employee only about $150,263 at 4% or $100,175 at 6%; with 50% employer match about $100,175 at 4% or $66,783 at 6%; with 100% employer match about $75,131 at 4% or $50,088 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 214 | - | - | - |
| 2020 | 2 | 228 | $12,967,325 | $772,637 | $3,389iApproximate average salary by contribution assumption: employee only about $84,719 at 4% or $56,479 at 6%; with 50% employer match about $56,479 at 4% or $37,653 at 6%; with 100% employer match about $42,359 at 4% or $28,240 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 189 | $12,967,325 | $772,637 | $4,088iApproximate average salary by contribution assumption: employee only about $102,201 at 4% or $68,134 at 6%; with 50% employer match about $68,134 at 4% or $45,423 at 6%; with 100% employer match about $51,100 at 4% or $34,067 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 228 | - | - | - |
| 2019 | 2 | 240 | $11,795,943 | $1,164,269 | $4,851iApproximate average salary by contribution assumption: employee only about $121,278 at 4% or $80,852 at 6%; with 50% employer match about $80,852 at 4% or $53,901 at 6%; with 100% employer match about $60,639 at 4% or $40,426 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 240 | $11,795,943 | $1,164,269 | $4,851iApproximate average salary by contribution assumption: employee only about $121,278 at 4% or $80,852 at 6%; with 50% employer match about $80,852 at 4% or $53,901 at 6%; with 100% employer match about $60,639 at 4% or $40,426 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 216 | - | - | - |
| 2018 | 2 | 236 | $9,981,754 | $1,182,571 | $5,011iApproximate average salary by contribution assumption: employee only about $125,272 at 4% or $83,515 at 6%; with 50% employer match about $83,515 at 4% or $55,677 at 6%; with 100% employer match about $62,636 at 4% or $41,757 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 236 | $9,981,754 | $1,182,571 | $5,011iApproximate average salary by contribution assumption: employee only about $125,272 at 4% or $83,515 at 6%; with 50% employer match about $83,515 at 4% or $55,677 at 6%; with 100% employer match about $62,636 at 4% or $41,757 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 214 | - | - | - |
| 2017 | 2 | 232 | $9,910,883 | $958,991 | $4,134iApproximate average salary by contribution assumption: employee only about $103,340 at 4% or $68,893 at 6%; with 50% employer match about $68,893 at 4% or $45,929 at 6%; with 100% employer match about $51,670 at 4% or $34,447 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 232 | $9,910,883 | $958,991 | $4,134iApproximate average salary by contribution assumption: employee only about $103,340 at 4% or $68,893 at 6%; with 50% employer match about $68,893 at 4% or $45,929 at 6%; with 100% employer match about $51,670 at 4% or $34,447 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 219 | - | - | - |
| 2016 | 2 | 268 | $8,107,556 | $813,335 | $3,035iApproximate average salary by contribution assumption: employee only about $75,871 at 4% or $50,581 at 6%; with 50% employer match about $50,581 at 4% or $33,720 at 6%; with 100% employer match about $37,935 at 4% or $25,290 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 268 | $8,107,556 | $813,335 | $3,035iApproximate average salary by contribution assumption: employee only about $75,871 at 4% or $50,581 at 6%; with 50% employer match about $50,581 at 4% or $33,720 at 6%; with 100% employer match about $37,935 at 4% or $25,290 at 6%. |
| Simon Pearce (Us) Inc. Health and Welfare Benefit Plan | - | 208 | - | - | - |
| 2015 | 5 | 281 | $7,933,499 | $813,045 | $2,893iApproximate average salary by contribution assumption: employee only about $72,335 at 4% or $48,223 at 6%; with 50% employer match about $48,223 at 4% or $32,149 at 6%; with 100% employer match about $36,167 at 4% or $24,112 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 281 | $7,933,499 | $813,045 | $2,893iApproximate average salary by contribution assumption: employee only about $72,335 at 4% or $48,223 at 6%; with 50% employer match about $48,223 at 4% or $32,149 at 6%; with 100% employer match about $36,167 at 4% or $24,112 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 0 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 0 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 0 | - | - | - |
| Simon Pearce Us Inc. Health Reimbursement Arrangement | - | 0 | - | - | - |
| 2014 | 5 | 292 | $7,532,318 | $796,337 | $2,727iApproximate average salary by contribution assumption: employee only about $68,180 at 4% or $45,453 at 6%; with 50% employer match about $45,453 at 4% or $30,302 at 6%; with 100% employer match about $34,090 at 4% or $22,727 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 292 | $7,532,318 | $796,337 | $2,727iApproximate average salary by contribution assumption: employee only about $68,180 at 4% or $45,453 at 6%; with 50% employer match about $45,453 at 4% or $30,302 at 6%; with 100% employer match about $34,090 at 4% or $22,727 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 173 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 173 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 241 | - | - | - |
| Simon Pearce Us Inc. Health Reimbursement Arrangement | - | 173 | - | - | - |
| 2013 | 5 | 286 | $7,341,265 | $628,599 | $2,198iApproximate average salary by contribution assumption: employee only about $54,947 at 4% or $36,632 at 6%; with 50% employer match about $36,632 at 4% or $24,421 at 6%; with 100% employer match about $27,474 at 4% or $18,316 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 286 | $7,341,265 | $628,599 | $2,198iApproximate average salary by contribution assumption: employee only about $54,947 at 4% or $36,632 at 6%; with 50% employer match about $36,632 at 4% or $24,421 at 6%; with 100% employer match about $27,474 at 4% or $18,316 at 6%. |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 212 | - | - | - |
| Simon Pearce Us Inc. Health Reimbursement Arrangement | - | 169 | - | - | - |
| Simon Pearce Us Inc. Premium Payment Plan | - | 169 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 169 | - | - | - |
| 2012 | 5 | 267 | $5,751,637 | $574,091 | $2,150iApproximate average salary by contribution assumption: employee only about $53,754 at 4% or $35,836 at 6%; with 50% employer match about $35,836 at 4% or $23,891 at 6%; with 100% employer match about $26,877 at 4% or $17,918 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 267 | $5,751,637 | $574,091 | $2,150iApproximate average salary by contribution assumption: employee only about $53,754 at 4% or $35,836 at 6%; with 50% employer match about $35,836 at 4% or $23,891 at 6%; with 100% employer match about $26,877 at 4% or $17,918 at 6%. |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 152 | - | - | - |
| Simon Pearce Us Inc. Premium Payment Plan | - | 152 | - | - | - |
| Simon Pearce Us Inc. Health Reimbursement Arrangement | - | 152 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 192 | - | - | - |
| 2011 | 5 | 259 | $4,894,811 | $535,842 | $2,069iApproximate average salary by contribution assumption: employee only about $51,722 at 4% or $34,481 at 6%; with 50% employer match about $34,481 at 4% or $22,988 at 6%; with 100% employer match about $25,861 at 4% or $17,241 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 259 | $4,894,811 | $535,842 | $2,069iApproximate average salary by contribution assumption: employee only about $51,722 at 4% or $34,481 at 6%; with 50% employer match about $34,481 at 4% or $22,988 at 6%; with 100% employer match about $25,861 at 4% or $17,241 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 153 | - | - | - |
| Simon Pearce Us Inc. Health Reimbursement Arrangement | - | 153 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 193 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 153 | - | - | - |
| 2010 | 5 | 309 | $4,961,280 | $414,363 | $1,341iApproximate average salary by contribution assumption: employee only about $33,525 at 4% or $22,350 at 6%; with 50% employer match about $22,350 at 4% or $14,900 at 6%; with 100% employer match about $16,762 at 4% or $11,175 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 309 | $4,961,280 | $414,363 | $1,341iApproximate average salary by contribution assumption: employee only about $33,525 at 4% or $22,350 at 6%; with 50% employer match about $22,350 at 4% or $14,900 at 6%; with 100% employer match about $16,762 at 4% or $11,175 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 167 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 230 | - | - | - |
| Simon Pearce Us Inc. Health Reimbursement Arrangement | - | 167 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 167 | - | - | - |
| 2009 | 5 | 271 | $4,306,446 | $579,244 | $2,137iApproximate average salary by contribution assumption: employee only about $53,436 at 4% or $35,624 at 6%; with 50% employer match about $35,624 at 4% or $23,749 at 6%; with 100% employer match about $26,718 at 4% or $17,812 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 271 | $4,306,446 | $579,244 | $2,137iApproximate average salary by contribution assumption: employee only about $53,436 at 4% or $35,624 at 6%; with 50% employer match about $35,624 at 4% or $23,749 at 6%; with 100% employer match about $26,718 at 4% or $17,812 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 167 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 224 | - | - | - |
| Simon Pearce Us Inc. Health Reimbursement Arrangement | - | 167 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 167 | - | - | - |
| 2008 | 5 | 312 | $3,161,471 | $622,836 | $1,996iApproximate average salary by contribution assumption: employee only about $49,907 at 4% or $33,271 at 6%; with 50% employer match about $33,271 at 4% or $22,181 at 6%; with 100% employer match about $24,953 at 4% or $16,636 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 312 | $3,161,471 | $622,836 | $1,996iApproximate average salary by contribution assumption: employee only about $49,907 at 4% or $33,271 at 6%; with 50% employer match about $33,271 at 4% or $22,181 at 6%; with 100% employer match about $24,953 at 4% or $16,636 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 193 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 193 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 215 | - | - | - |
| Simon Pearce Us Inc. Health Reimbursement Arrangement | - | 193 | - | - | - |
| 2007 | 4 | 355 | $4,358,863 | $658,472 | $1,855iApproximate average salary by contribution assumption: employee only about $46,371 at 4% or $30,914 at 6%; with 50% employer match about $30,914 at 4% or $20,609 at 6%; with 100% employer match about $23,186 at 4% or $15,457 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 355 | $4,358,863 | $658,472 | $1,855iApproximate average salary by contribution assumption: employee only about $46,371 at 4% or $30,914 at 6%; with 50% employer match about $30,914 at 4% or $20,609 at 6%; with 100% employer match about $23,186 at 4% or $15,457 at 6%. |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 229 | - | - | - |
| Simon Pearce Us Inc. Premium Payment Plan | - | 231 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 275 | - | - | - |
| 2006 | 4 | 345 | $3,900,237 | $575,499 | $1,668iApproximate average salary by contribution assumption: employee only about $41,703 at 4% or $27,802 at 6%; with 50% employer match about $27,802 at 4% or $18,535 at 6%; with 100% employer match about $20,851 at 4% or $13,901 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 345 | $3,900,237 | $575,499 | $1,668iApproximate average salary by contribution assumption: employee only about $41,703 at 4% or $27,802 at 6%; with 50% employer match about $27,802 at 4% or $18,535 at 6%; with 100% employer match about $20,851 at 4% or $13,901 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 284 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 272 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 217 | - | - | - |
| 2005 | 4 | 368 | $3,119,321 | $523,980 | $1,424iApproximate average salary by contribution assumption: employee only about $35,596 at 4% or $23,731 at 6%; with 50% employer match about $23,731 at 4% or $15,821 at 6%; with 100% employer match about $17,798 at 4% or $11,865 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 368 | $3,119,321 | $523,980 | $1,424iApproximate average salary by contribution assumption: employee only about $35,596 at 4% or $23,731 at 6%; with 50% employer match about $23,731 at 4% or $15,821 at 6%; with 100% employer match about $17,798 at 4% or $11,865 at 6%. |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 361 | - | - | - |
| Simon Pearce Us Inc. Premium Payment Plan | - | 226 | - | - | - |
| Simon Pearce Us Inc. Life Insurance & Long Term Disability Plan | - | 261 | - | - | - |
| 2004 | 2 | 217 | $0 | $0 | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 217 | - | - | - |
| Simon Pearce Us Inc. Premium Payment Plan | - | 213 | - | - | - |
| 2003 | 3 | 378 | $2,316,213 | $367,828 | $973iApproximate average salary by contribution assumption: employee only about $24,327 at 4% or $16,218 at 6%; with 50% employer match about $16,218 at 4% or $10,812 at 6%; with 100% employer match about $12,164 at 4% or $8,109 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 378 | $2,316,213 | $367,828 | $973iApproximate average salary by contribution assumption: employee only about $24,327 at 4% or $16,218 at 6%; with 50% employer match about $16,218 at 4% or $10,812 at 6%; with 100% employer match about $12,164 at 4% or $8,109 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 222 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 220 | - | - | - |
| 2002 | 3 | 388 | $1,668,551 | $441,966 | $1,139iApproximate average salary by contribution assumption: employee only about $28,477 at 4% or $18,985 at 6%; with 50% employer match about $18,985 at 4% or $12,657 at 6%; with 100% employer match about $14,239 at 4% or $9,492 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 388 | $1,668,551 | $441,966 | $1,139iApproximate average salary by contribution assumption: employee only about $28,477 at 4% or $18,985 at 6%; with 50% employer match about $18,985 at 4% or $12,657 at 6%; with 100% employer match about $14,239 at 4% or $9,492 at 6%. |
| Simon Pearce Us Inc. Premium Payment Plan | - | 135 | - | - | - |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 199 | - | - | - |
| 2001 | 2 | 297 | $1,907,037 | $508,633 | $1,713iApproximate average salary by contribution assumption: employee only about $42,814 at 4% or $28,543 at 6%; with 50% employer match about $28,543 at 4% or $19,029 at 6%; with 100% employer match about $21,407 at 4% or $14,271 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 297 | $1,907,037 | $508,633 | $1,713iApproximate average salary by contribution assumption: employee only about $42,814 at 4% or $28,543 at 6%; with 50% employer match about $28,543 at 4% or $19,029 at 6%; with 100% employer match about $21,407 at 4% or $14,271 at 6%. |
| Simon Pearce Us Inc. Ee Benefit Health Plan | - | 203 | - | - | - |
| 2000 | 2 | 347 | $0 | $0 | - |
| Simon Pearce Us Inc. Premium Payment Plan | - | 228 | - | - | - |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 347 | - | - | - |
| 1999 | 1 | 234 | $1,667,695 | $345,847 | $1,478iApproximate average salary by contribution assumption: employee only about $36,949 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,316 at 6%. |
| Simon Pearce Us Inc. 401K Profit Sharing Plan | - | 234 | $1,667,695 | $345,847 | $1,478iApproximate average salary by contribution assumption: employee only about $36,949 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,316 at 6%. |