401(k) · DOL Form 5500 · 2022

Summit Partners, LP 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
207
Participants Below avg headcount
92nd
Percentile by assets National rank
$401,095
Avg per participant High balance/head
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Official DOL plan name: Summit Partners, L.P. 401(k) Profit Sharing Plan · Sponsored by Summit Partners, LP · Massachusetts · Finance & Insurance

$83M in assets, 207 participants

Summit Partners, LP's Summit Partners, L.P. 401(k) Profit Sharing Plan reported $83M in total assets and 207 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,026 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Summit Partners, L.P. 401(k) Profit Sharing Plan covers 207 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $83M.

#8,026
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summit Partners, L.P. 401(k) Profit Sharing Plan's outsized position by total assets

Summit Partners, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$83,026,716 Top 8% higher than 92% 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 Partners, L.P. 401(k) Profit Sharing 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 Partners, L.P. 401(k) Profit Sharing Plan sits mid-pack in the medium band (207 participants).

EBSA filing schedule strip

Filing strip 043478657 · Summit Partners, LP PY 2022 · 401(k)

Summit Partners, L.P. 401(k) Profit Sharing Plan · $83M · 207 · 92nd

  • VS-ST $83M
  • BOY 207
  • SCH 92nd
  • EBSA 401(k)
  • PART near United States Bakery Profit Sharing & 401(k) Plan
  • TYPE ind #8026

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 Massachusetts →

Summit Partners, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Redbox 401(k) Plan$83MUnited States Bakery Profit Sharing & 401(k) PlanUnited States Bakery Profit …$83MIntellectual Ventures Management 401(k) PlanIntellectual Ventures Manage…$83MSummit Partners, L.P. 401(k) Profit Sharing PlanSummit Partners, L.P. 401(k)…$83MThomas Health System 401(k) PlanThomas Health System 401(k) …$83M
End-of-year total assets ($M) among Summit Partners, L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$83M
Net Income-$10M
Employer EIN043478657
Plan Effective Date1984-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Partners, LP)

Sponsor-wide plan assets over time

All Summit Partners, LP plans reported in each filing year

Latest sponsor-wide plan assets
$113M 35.548654001923914% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $83M $113M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 207 $83M
2023 1 212 $97M
2024 1 206 $113M

Nearby 401(k) Plans in Massachusetts

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

Summit Partners, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Summit Partners, L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.083026716 · Participants: 207Summit Partners, L.P. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Summit Partners, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Summit Partners, L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Summit Partners, L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is United States Bakery Profit Sharing & 401(k) Plan in OR ($83M); by covered participants it is Builders Source, Inc. 401(k) Plan in NM (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Partners, L.P. 401(k) Profit Sharing Plan assets move in 2022? ▼
Summit Partners, L.P. 401(k) Profit Sharing Plan pulled back noticeably - down 11.0% during 2022, from $93M to $83M. Reported net income was -$10M.
How have Summit Partners, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Partners, LP's sponsor-wide assets grew 35.5%, from $83M to $113M.
Where does Summit Partners, L.P. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Summit Partners, L.P. 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Summit Partners, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United States Bakery Profit Sharing & 401(k) Plan in OR ($83M, 1,033 participants).
Which 401(k) plans cover a similar participant headcount to Summit Partners, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Builders Source, Inc. 401(k) Plan in NM (207 participants, $1K 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 043478657.

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.