Simon Property Group 401(k) match, vesting and fees
What Simon Property Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 36 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Simon Property Group: employer contribution per participant | $3,253 | |
| Peer median | $1,593 |
| Simon Property Group: average balance | $160,295 | |
| Peer median | $74,771 |
| Simon Property Group: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $585M at the end of plan year 2021 to $674M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 4,656 | $674M | $13.7M | $3,253 | 0.21% | Not published | Form 5500 ↗ |
| 2024 | 4,340 | $598M | $12.8M | $3,346 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 4,630 | $543M | $12.2M | $3,126 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 4,644 | $476M | $11.2M | $2,762 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 4,593 | $585M | $10.6M | $2,616 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Simon Property Group match 401(k) contributions?
The match terms for the Simon Property Group and Adopting Entities Matching Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $13.7M in employer contributions, about $3,253 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Simon Property Group 401(k) match vested?
The vesting schedule for the Simon Property Group and Adopting Entities Matching Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Simon Property Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch. The plan administrator is Simon Property Group Administrative Services Partnership, L.P..
I left Simon Property Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Simon Property Group Administrative Services Partnership, L.P., (317) 636-1600) or the recordkeeper, Merrill Lynch. The Simon Property Group old 401(k) page lists the contacts from every plan filing. Find an old Simon Property Group 401(k)
Data from the public Form 5500 annual reports Simon Property Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Simon Property Group. Not financial advice. Report a correction · Methodology