401(k) · DOL Form 5500 · 2022
Summit Real Estate Development Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $461K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $153,791
- Avg per participant Above avg balance/head
Official DOL plan name: Summit Real Estate Development Co. Inc. 401(k) Plan · Sponsored by Summit Real Estate Development Co., Inc. · Massachusetts · Real Estate
$461K in assets, 3 participants
Summit Real Estate Development Co., Inc.'s Summit Real Estate Development Co. Inc. 401(k) Plan reported $461K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- #1,479 in Real Estate (5,057 peers)
2022 asset change
Summit Real Estate Development Co. Inc. 401(k) Plan pulled back noticeably 10.0% in 2022 ($513K → $461K) for 3 participants.
- #1,479
- in Real Estate (5,057 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Summit Real Estate Development Co. Inc. 401(k) Plan among the smaller filed plans by assets
Summit Real Estate Development Co. Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$461,373 18th percentile higher than 18% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Summit Real Estate Development Co. Inc. 401(k) 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 Real Estate Development Co. Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 464427274 · Summit Real Estate Development Co., Inc. PY 2022 · 401(k)
Summit Real Estate Development Co. Inc. 401(k) Plan · $461K · 3 · 18th
- NET $461K
- NET 3
- NET 18th
- NET 401(k)
- NET near Seigneur Gustafson LLP Section 401 (K) Profit Sharing Plan
- NET ind #1479
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 Real Estate retirement plans → · Plans in Massachusetts →
Summit Real Estate Development Co. Inc. 401(k) Plan in the asset neighbourhood
Summit Real Estate Development Co., Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Summit Real Estate Development Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 12 | $2M |
| 2023 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $513K |
|---|---|
| Net Assets (End of Year) | $461K |
| Net Income | -$51K |
| Employer EIN | 464427274 |
| Plan Effective Date | 2014-01-03 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Summit Real Estate Development Co. Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Seigneur Gustafson LLP Section 401 (K) Profit Sharing Plan in CO ($461K); 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 ($461K 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.