Civic Intelligence

The Simons Foundation Inc.

Plan context: Simons Foundation 401(K) Plan

EIN 13-3794889 • New York, NY • 31 filings • 5 plans

160 Fifth Ave. 7th FloorNew York, NY 10010
Current Snapshot

Latest Year

2024

2024 Participants

536

2024 Assets

$119,932,222

2024 Contributions

$14,639,574

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$119,932,222$59,966,111$0200420142024YearValue
$119,932,222Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

6193100200420142024YearValue
536Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241536$119,932,222$14,639,574$27,313iApproximate average salary by contribution assumption: employee only about $682,816 at 4% or $455,211 at 6%; with 50% employer match about $455,211 at 4% or $303,474 at 6%; with 100% employer match about $341,408 at 4% or $227,605 at 6%.
Simons Foundation 401(K) Plan-536$119,932,222$14,639,574$27,313iApproximate average salary by contribution assumption: employee only about $682,816 at 4% or $455,211 at 6%; with 50% employer match about $455,211 at 4% or $303,474 at 6%; with 100% employer match about $341,408 at 4% or $227,605 at 6%.
20232609$93,757,442$13,070,123$21,462iApproximate average salary by contribution assumption: employee only about $536,540 at 4% or $357,694 at 6%; with 50% employer match about $357,694 at 4% or $238,462 at 6%; with 100% employer match about $268,270 at 4% or $178,847 at 6%.
Simons Foundation 401(K) Plan-609$93,757,442$13,070,123$21,462iApproximate average salary by contribution assumption: employee only about $536,540 at 4% or $357,694 at 6%; with 50% employer match about $357,694 at 4% or $238,462 at 6%; with 100% employer match about $268,270 at 4% or $178,847 at 6%.
The Simons Foundation Inc. Employee Benefits Plan-508---
20222619$67,944,073$10,141,598$16,384iApproximate average salary by contribution assumption: employee only about $409,596 at 4% or $273,064 at 6%; with 50% employer match about $273,064 at 4% or $182,043 at 6%; with 100% employer match about $204,798 at 4% or $136,532 at 6%.
Simons Foundation 401(K) Plan-619$67,944,073$10,141,598$16,384iApproximate average salary by contribution assumption: employee only about $409,596 at 4% or $273,064 at 6%; with 50% employer match about $273,064 at 4% or $182,043 at 6%; with 100% employer match about $204,798 at 4% or $136,532 at 6%.
The Simons Foundation Inc. Employee Benefits Plan-505---
20212521$71,676,545$9,562,011$18,353iApproximate average salary by contribution assumption: employee only about $458,830 at 4% or $305,886 at 6%; with 50% employer match about $305,886 at 4% or $203,924 at 6%; with 100% employer match about $229,415 at 4% or $152,943 at 6%.
Simons Foundation 401(K) Plan-521$71,676,545$9,562,011$18,353iApproximate average salary by contribution assumption: employee only about $458,830 at 4% or $305,886 at 6%; with 50% employer match about $305,886 at 4% or $203,924 at 6%; with 100% employer match about $229,415 at 4% or $152,943 at 6%.
The Simons Foundation Inc. Employee Benefits Plan-423---
20203431$53,394,501$8,105,020$18,805iApproximate average salary by contribution assumption: employee only about $470,129 at 4% or $313,419 at 6%; with 50% employer match about $313,419 at 4% or $208,946 at 6%; with 100% employer match about $235,064 at 4% or $156,710 at 6%.
Simons Foundation 401(K) Plan-431$53,394,501$8,105,020$18,805iApproximate average salary by contribution assumption: employee only about $470,129 at 4% or $313,419 at 6%; with 50% employer match about $313,419 at 4% or $208,946 at 6%; with 100% employer match about $235,064 at 4% or $156,710 at 6%.
THE SIMONS FOUNDATION-155---
The Simons Foundation Inc. Employee Benefits Plan-386---
20192404$38,493,657$7,685,401$19,023iApproximate average salary by contribution assumption: employee only about $475,582 at 4% or $317,054 at 6%; with 50% employer match about $317,054 at 4% or $211,370 at 6%; with 100% employer match about $237,791 at 4% or $158,527 at 6%.
Simons Foundation 401(K) Plan-404$38,493,657$7,685,401$19,023iApproximate average salary by contribution assumption: employee only about $475,582 at 4% or $317,054 at 6%; with 50% employer match about $317,054 at 4% or $211,370 at 6%; with 100% employer match about $237,791 at 4% or $158,527 at 6%.
The Simons Foundation Inc. Employee Benefits Plan-363---
20182397$24,957,560$6,219,364$15,666iApproximate average salary by contribution assumption: employee only about $391,648 at 4% or $261,098 at 6%; with 50% employer match about $261,098 at 4% or $174,066 at 6%; with 100% employer match about $195,824 at 4% or $130,549 at 6%.
Simons Foundation 401(K) Plan-397$24,957,560$6,219,364$15,666iApproximate average salary by contribution assumption: employee only about $391,648 at 4% or $261,098 at 6%; with 50% employer match about $261,098 at 4% or $174,066 at 6%; with 100% employer match about $195,824 at 4% or $130,549 at 6%.
The Simons Foundation Inc. Employee Benefits Plan-363---
20172310$20,778,033$6,904,811$22,274iApproximate average salary by contribution assumption: employee only about $556,840 at 4% or $371,226 at 6%; with 50% employer match about $371,226 at 4% or $247,484 at 6%; with 100% employer match about $278,420 at 4% or $185,613 at 6%.
Simons Foundation 401(K) Plan-279$20,778,033$6,904,811$24,748iApproximate average salary by contribution assumption: employee only about $618,711 at 4% or $412,474 at 6%; with 50% employer match about $412,474 at 4% or $274,983 at 6%; with 100% employer match about $309,355 at 4% or $206,237 at 6%.
The Simons Foundation Inc. Employee Benefits Plan-310---
20162261$11,682,489$3,254,646$12,470iApproximate average salary by contribution assumption: employee only about $311,748 at 4% or $207,832 at 6%; with 50% employer match about $207,832 at 4% or $138,555 at 6%; with 100% employer match about $155,874 at 4% or $103,916 at 6%.
Simons Foundation 401(K) Plan-202$11,682,489$3,254,646$16,112iApproximate average salary by contribution assumption: employee only about $402,803 at 4% or $268,535 at 6%; with 50% employer match about $268,535 at 4% or $179,023 at 6%; with 100% employer match about $201,401 at 4% or $134,268 at 6%.
The Simons Foundation Inc. Employee Benefits Plan-261---
20152184$8,139,077$2,333,266$12,681iApproximate average salary by contribution assumption: employee only about $317,020 at 4% or $211,347 at 6%; with 50% employer match about $211,347 at 4% or $140,898 at 6%; with 100% employer match about $158,510 at 4% or $105,673 at 6%.
Simons Foundation 401(K) Plan-133$8,139,077$2,333,266$17,543iApproximate average salary by contribution assumption: employee only about $438,584 at 4% or $292,389 at 6%; with 50% employer match about $292,389 at 4% or $194,926 at 6%; with 100% employer match about $219,292 at 4% or $146,195 at 6%.
The Simons Foundation Inc. Employee Benefits Plan-184---
20141120$6,022,012$1,443,368$12,028iApproximate average salary by contribution assumption: employee only about $300,702 at 4% or $200,468 at 6%; with 50% employer match about $200,468 at 4% or $133,645 at 6%; with 100% employer match about $150,351 at 4% or $100,234 at 6%.
Simons Foundation 401(K) Plan-120$6,022,012$1,443,368$12,028iApproximate average salary by contribution assumption: employee only about $300,702 at 4% or $200,468 at 6%; with 50% employer match about $200,468 at 4% or $133,645 at 6%; with 100% employer match about $150,351 at 4% or $100,234 at 6%.
2013184$4,352,312$1,115,895$13,284iApproximate average salary by contribution assumption: employee only about $332,112 at 4% or $221,408 at 6%; with 50% employer match about $221,408 at 4% or $147,605 at 6%; with 100% employer match about $166,056 at 4% or $110,704 at 6%.
Simons Foundation 401(K) Plan-84$4,352,312$1,115,895$13,284iApproximate average salary by contribution assumption: employee only about $332,112 at 4% or $221,408 at 6%; with 50% employer match about $221,408 at 4% or $147,605 at 6%; with 100% employer match about $166,056 at 4% or $110,704 at 6%.
2012162$2,585,766$874,805$14,110iApproximate average salary by contribution assumption: employee only about $352,744 at 4% or $235,163 at 6%; with 50% employer match about $235,163 at 4% or $156,775 at 6%; with 100% employer match about $176,372 at 4% or $117,581 at 6%.
Simons Foundation 401(K) Plan-62$2,585,766$874,805$14,110iApproximate average salary by contribution assumption: employee only about $352,744 at 4% or $235,163 at 6%; with 50% employer match about $235,163 at 4% or $156,775 at 6%; with 100% employer match about $176,372 at 4% or $117,581 at 6%.
2011149$1,546,086$559,998$11,429iApproximate average salary by contribution assumption: employee only about $285,713 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
Simons Foundation 401(K) Plan-49$1,546,086$559,998$11,429iApproximate average salary by contribution assumption: employee only about $285,713 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
2010135$1,056,052$372,960$10,656iApproximate average salary by contribution assumption: employee only about $266,400 at 4% or $177,600 at 6%; with 50% employer match about $177,600 at 4% or $118,400 at 6%; with 100% employer match about $133,200 at 4% or $88,800 at 6%.
Simons Foundation 401(K) Plan-35$1,056,052$372,960$10,656iApproximate average salary by contribution assumption: employee only about $266,400 at 4% or $177,600 at 6%; with 50% employer match about $177,600 at 4% or $118,400 at 6%; with 100% employer match about $133,200 at 4% or $88,800 at 6%.
2009118$598,169$257,426$14,301iApproximate average salary by contribution assumption: employee only about $357,536 at 4% or $238,357 at 6%; with 50% employer match about $238,357 at 4% or $158,905 at 6%; with 100% employer match about $178,768 at 4% or $119,179 at 6%.
Simons Foundation 401(K) Plan-18$598,169$257,426$14,301iApproximate average salary by contribution assumption: employee only about $357,536 at 4% or $238,357 at 6%; with 50% employer match about $238,357 at 4% or $158,905 at 6%; with 100% employer match about $178,768 at 4% or $119,179 at 6%.
2008115$243,764$199,532$13,302iApproximate average salary by contribution assumption: employee only about $332,553 at 4% or $221,702 at 6%; with 50% employer match about $221,702 at 4% or $147,801 at 6%; with 100% employer match about $166,277 at 4% or $110,851 at 6%.
Simons Foundation 401(K) Plan-15$243,764$199,532$13,302iApproximate average salary by contribution assumption: employee only about $332,553 at 4% or $221,702 at 6%; with 50% employer match about $221,702 at 4% or $147,801 at 6%; with 100% employer match about $166,277 at 4% or $110,851 at 6%.
2007111$161,816$86,211$7,837iApproximate average salary by contribution assumption: employee only about $195,934 at 4% or $130,623 at 6%; with 50% employer match about $130,623 at 4% or $87,082 at 6%; with 100% employer match about $97,967 at 4% or $65,311 at 6%.
Simons Foundation 401(K) Plan-11$161,816$86,211$7,837iApproximate average salary by contribution assumption: employee only about $195,934 at 4% or $130,623 at 6%; with 50% employer match about $130,623 at 4% or $87,082 at 6%; with 100% employer match about $97,967 at 4% or $65,311 at 6%.
200616$74,729$27,637$4,606iApproximate average salary by contribution assumption: employee only about $115,154 at 4% or $76,769 at 6%; with 50% employer match about $76,769 at 4% or $51,180 at 6%; with 100% employer match about $57,577 at 4% or $38,385 at 6%.
Simons Foundation 401(K) Plan-6$74,729$27,637$4,606iApproximate average salary by contribution assumption: employee only about $115,154 at 4% or $76,769 at 6%; with 50% employer match about $76,769 at 4% or $51,180 at 6%; with 100% employer match about $57,577 at 4% or $38,385 at 6%.
200514$39,068$21,887$5,472iApproximate average salary by contribution assumption: employee only about $136,794 at 4% or $91,196 at 6%; with 50% employer match about $91,196 at 4% or $60,797 at 6%; with 100% employer match about $68,397 at 4% or $45,598 at 6%.
Simons Foundation 401(K) Plan-4$39,068$21,887$5,472iApproximate average salary by contribution assumption: employee only about $136,794 at 4% or $91,196 at 6%; with 50% employer match about $91,196 at 4% or $60,797 at 6%; with 100% employer match about $68,397 at 4% or $45,598 at 6%.
200414$16,385$15,369$3,842iApproximate average salary by contribution assumption: employee only about $96,056 at 4% or $64,038 at 6%; with 50% employer match about $64,038 at 4% or $42,692 at 6%; with 100% employer match about $48,028 at 4% or $32,019 at 6%.
Simons Foundation 401(K) Plan-4$16,385$15,369$3,842iApproximate average salary by contribution assumption: employee only about $96,056 at 4% or $64,038 at 6%; with 50% employer match about $64,038 at 4% or $42,692 at 6%; with 100% employer match about $48,028 at 4% or $32,019 at 6%.