ESOP · DOL Form 5500 · 2022

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

Data updated 2026-08-25

N/A
Total assets
113
Participants Small participant base
PlainRetire home → About this data

Official DOL plan name: Summit Employee Stock Ownership Plan · Sponsored by Summit Engineering, Laboratory & Testing, P.C. · South Carolina · Professional & Technical Services

N/A in assets, 113 participants

Summit Engineering, Laboratory & Testing, P.C.'s Summit Employee Stock Ownership Plan reported N/A in total assets and 113 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in South Carolina

Summit Employee Stock Ownership Plan covers 113 participants in South Carolina, about 31% of the average South Carolina filer (state average ~369 per filing). Assets: N/A.

-$2M
reported net income

The plan reported a net loss of $2M 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 mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

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

Summit Employee Stock Ownership Plan · N/A · 113

  • BOOK N/A
  • VS-ST 113
  • BOY PY 2022
  • SCH ESOP
  • EBSA near Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan
  • PART -$2M

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 →

South Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)N/A
Net Income-$2M
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 5 data points. 0100200300400500 1020304050 Total assets ($M) Participants Bonitz, Inc. Employee Stock Ownership Plan, Total assets ($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

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

Outside South Carolina, the nearest ESOP by covered participants is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 participants; this filing: 113 participants).

Similar participant headcount

Nearest other-state filings by covered participants (113 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

Which ESOP plans cover a similar participant headcount to Summit Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 participants, $3M in assets).