401(k)
2022 plan-year 401(k) DOL Form 5500

Summit Packaging Systems 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Summit Packaging Systems, LLC · New Hampshire · Manufacturing

What the 2023 filing shows

Summit Packaging Systems 401(k) Plan holds $29M for 584 participants — about $49,680 per participant, down 16.8% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
584
covered participants
$49,680
avg assets per participant
-16.8%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$29M
Participants
584
Industry
Manufacturing

What the Filing Says About Summit Packaging Systems 401(k) Plan

Summit Packaging Systems 401(k) Plan is a 401(k) retirement plan sponsored by Summit Packaging Systems, LLC, headquartered in New Hampshire. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 584 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 020325133, and the plan has been effective since 1997-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2022 to $29M at year-end — a decline of 16.8%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-5,851,848 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$35M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-5,851,848
Plan Type401(k)
Employer EIN020325133
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Packaging Systems, LLC)

Year Plans Participants Total Assets
2022 1 584 $29M
2023 1 655 $33M
2024 1 625 $35M

Nearby 401(k) Plans in New Hampshire

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Frequently Asked Questions

How much money is in the Summit Packaging Systems 401(k) Plan?
As of the 2022 Form 5500 filing, Summit Packaging Systems 401(k) Plan holds $29M in total assets with 584 participants. It is sponsored by Summit Packaging Systems, LLC.
What type of plan is Summit Packaging Systems 401(k) Plan?
Summit Packaging Systems 401(k) Plan is a 401(k) plan. It has been effective since 1997-10-01. The plan is filed with the U.S. Department of Labor under EIN 020325133.
Who sponsors the Summit Packaging Systems 401(k) Plan?
Summit Packaging Systems 401(k) Plan is sponsored by Summit Packaging Systems, LLC, located in New Hampshire. The sponsor's EIN is 020325133 and the plan operates in the Manufacturing industry.
How did Summit Packaging Systems 401(k) Plan perform in 2022?
Summit Packaging Systems 401(k) Plan declined by 16.8% during 2022, moving from $35M to $29M in total assets. Net income was $-5,851,848.
Where can I find official filings for Summit Packaging Systems 401(k) Plan?
Official Form 5500 filings for Summit Packaging Systems 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020325133 or plan name at efast.dol.gov.
How does Summit Packaging Systems 401(k) Plan compare to other plans?
You can compare Summit Packaging Systems 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 020325133.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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