401(k) · DOL Form 5500 · 2022

Summit Benefits Insurance Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$900K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$299,838
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Summit Benefits Insurance Associates, Inc. Retirement Savings Plan · Sponsored by Summit Benefits Insurance Associates, Inc. · California · Finance & Insurance

$900K in assets, 3 participants

Summit Benefits Insurance Associates, Inc.'s Summit Benefits Insurance Associates, Inc. Retirement Savings Plan reported $900K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,445 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan holds $900K for 3 participants - about $299,838 per participant, among the smaller plans by assets on file.

#1,445
in Finance & Insurance (9,261 peers)
-5.8%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan among the smaller filed plans by assets

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan vs every filed plan by assets

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

$899,513 24th percentile higher than 24% 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

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Benefits Insurance Associates, Inc. Retirement Savings Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330298928 · Summit Benefits Insurance Associates, Inc. PY 2022 · 401(k)

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan · $900K · 3 · 24th

  • ASSETS $900K
  • ASSETS 3
  • ASSETS 24th
  • ASSETS 401(k)
  • ASSETS near Now and Zen, Inc 401(k) Plan
  • ASSETS ind #1445

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 Finance & Insurance retirement plans → · Plans in California →

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan in the asset neighbourhood

Summit Benefits Insurance Associates, Inc. Retirement Savings PlanSummit Benefits Insurance As…$900KNow and Zen, Inc 401(k) Plan$900KK&k Thermoforming LLC Profit Sharing/401(k) PlanK&k Thermoforming LLC Profit…$899KSouthpoint Employees 401(k) Plan and TrustSouthpoint Employees 401(k) …$900KJay Grandfield 401(k) Plan$899K
End-of-year total assets ($M) among Summit Benefits Insurance Associates, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$954K
Net Assets (End of Year)$900K
Net Income-$55K
Employer EIN330298928
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Summit Benefits Insurance Associates, Inc. Retirement Savings Plan, Total assets ($B): 0.000899513 · Participants: 3Summit Benefits Insurance Associates, Inc. Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Summit Benefits Insurance Associates, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Summit Benefits Insurance Associates, Inc. Retirement Savings Plan side-by-side with 3 peers →

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Now and Zen, Inc 401(k) Plan in OR ($900K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($900K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

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 Benefits Insurance Associates, Inc. Retirement Savings Plan assets move in 2022? ▼
Summit Benefits Insurance Associates, Inc. Retirement Savings Plan pulled back noticeably - down 5.8% during 2022, from $954K to $900K. Reported net income was -$55K.
Where does Summit Benefits Insurance Associates, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Summit Benefits Insurance Associates, Inc. Retirement Savings Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Summit Benefits Insurance Associates, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Now and Zen, Inc 401(k) Plan in OR ($900K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Summit Benefits Insurance Associates, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

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 330298928.

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.