ESOP · DOL Form 5500 · 2022

Summit Engineering, Laboratory & Testing, P.C. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
31st
Percentile by assets National rank
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Official DOL plan name: Summit Employee Stock Ownership Plan · Sponsored by Summit Engineering, Laboratory & Testing, P.C. · South Carolina · Professional & Technical Services

$2M in assets, N/A participants

Summit Engineering, Laboratory & Testing, P.C.'s Summit Employee Stock Ownership Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 31st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,860 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Summit Employee Stock Ownership Plan holds $2M for N/A participants, in the lower half of filed plans by assets.

#5,860
in Professional & Technical Services (21,562 peers)
-1.4%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summit Employee Stock Ownership Plan among the smaller filed plans by assets

Summit Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,626,629 31st percentile higher than 31% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 815033840 · Summit Engineering, Laboratory & Testing, P.C. PY 2022 · ESOP

Summit Employee Stock Ownership Plan · $2M · N/A · 31st

  • PHOTO $2M
  • IND N/A
  • EOY 31st
  • 5500 ESOP
  • ASSETS near Dimcogray Corporation Employee Stock Ownership Plan and Trust
  • PCT ind #5860

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in South Carolina →

Summit Employee Stock Ownership Plan in the asset neighbourhood

Summit Employee Stock Ownership PlanSummit Employee Stock Owners…$2MDimcogray Corporation Employee Stock Ownership Plan and TrustDimcogray Corporation Employ…$2MErie Industrial Supply Company Employee Stock Ownership PlanErie Industrial Supply Compa…$2MGuy Engineering Services, Inc. Employee Stock Ownership PlanGuy Engineering Services, In…$2MCentral Indiana Rubber Products, Inc. Employee Stock Ownership PlanCentral Indiana Rubber Produ…$2M
End-of-year total assets ($M) among Summit Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$24K
Employer EIN815033840
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Summit Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 -200204060 Total assets ($M) Participants Summit Employee Stock Ownership Plan, Total assets ($M): 1.626629 · Participants: 0Summit Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Summit Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Summit Employee Stock Ownership Plan side-by-side with 3 peers →

Summit Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside South Carolina, the nearest ESOP by end-of-year assets is Dimcogray Corporation Employee Stock Ownership Plan and Trust in OH at $2M (this filing: $2M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Summit Employee Stock Ownership Plan assets move in 2022? ▼
Summit Employee Stock Ownership Plan edged down modestly - down 1.4% during 2022, from $2M to $2M. Reported net income was -$24K.
Which ESOP plans are similar in size to Summit Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dimcogray Corporation Employee Stock Ownership Plan and Trust in OH ($2M, 51 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 815033840.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.