The Simons Foundation Inc.
Plan context: Simons Foundation 401(K) Plan
EIN 13-3794889 • New York, NY • 31 filings • 5 plans
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
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 2 | 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%. |
| 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 | - | - | - |
| 2022 | 2 | 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%. |
| 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 | - | - | - |
| 2021 | 2 | 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%. |
| 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 | - | - | - |
| 2020 | 3 | 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%. |
| 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 | - | - | - |
| 2019 | 2 | 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%. |
| 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 | - | - | - |
| 2018 | 2 | 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%. |
| 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 | - | - | - |
| 2017 | 2 | 310 | $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 | - | - | - |
| 2016 | 2 | 261 | $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 | - | - | - |
| 2015 | 2 | 184 | $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 | - | - | - |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 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%. |
| 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%. |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |