The Simons Foundation, Inc. 401(k) Plan: Login, Facts & Contact Information
The Simons Foundation, Inc. 401(k) Login
371 former The Simons Foundation, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The Simons Foundation, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 3, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $14.6 million went into the plan in contributions, $7.12 million of it from the employer (49%).
- $2.68 million was paid out to participants.
- Investment and other income added $14.2 million.
- Administrative expenses were $1,026, about $1 per account.
How the The Simons Foundation, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 397 | $38.5 million | $4.27 million | $360,568 |
| 2020 | 488 | $53.4 million | $4.96 million | $508,086 |
| 2021 | 559 | $71.7 million | $5.56 million | $506,996 |
| 2022 | 651 | $67.9 million | $6.14 million | $1.27 million |
| 2023 | 747 | $93.8 million | $6.95 million | $845,404 |
| 2024 | 825 | $119.9 million | $7.12 million | $2.68 million |
The Simons Foundation, Inc. 401(k) Contact Information
Questions about the The Simons Foundation, Inc. 401(k)
Does The Simons Foundation, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.12 million, 49% of all contributions.
Does the The Simons Foundation, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the The Simons Foundation, Inc 401(k) plan?
825 participants at the start of plan year 2024, 536 of them active employees, and 371 former employees who still had money in the plan.
What is the average 401(k) balance at The Simons Foundation, Inc?
About $134,303 per account: $119.9 million in plan assets across 893 accounts with a balance at the end of plan year 2024.
Who manages the The Simons Foundation, Inc 401(k) accounts?
TIAA is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The Simons Foundation, Inc. How do I access my 401(k)?
Your account stays with TIAA after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.