ESOP · DOL Form 5500 · 2022

Summit Body & Equipment Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
25
Participants Small participant base
73rd
Percentile by assets National rank
$600,000
Avg per participant High balance/head
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Official DOL plan name: Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Summit Body & Equipment Inc. · Oregon · Manufacturing

$15M in assets, 25 participants

Summit Body & Equipment Inc.'s Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust reported $15M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,761 in Manufacturing (20,602 peers)

Summit Body & Equipment Inc. multi-year trail

Summit Body & Equipment Inc.'s plans moved +57.4% in assets from 2022 to 2024; this filing shows Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust at $15M / 25 participants.

#12,761
in Manufacturing (20,602 peers)
+2.5%
assets growth YoY

Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$15,000,000 Top 27% higher than 73% 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 Body & Equipment, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust is a small filing (25 participants) on this national headcount ladder.

DOL schedule card

Filing strip 931044551 · Summit Body & Equipment Inc. PY 2022 · ESOP

Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust · $15M · 25 · 73rd

  • TYPE $15M
  • NET 25
  • BOOK 73rd
  • VS-ST ESOP
  • BOY near Lyon Video, Inc. Employee Stock Ownership Plan
  • SCH ind #12761

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 Oregon →

Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership PlanLibby Perszyk Kathman Holdin…$15MSummit Body & Equipment, Inc. Employee Stock Ownership Plan and TrustSummit Body & Equipment, Inc…$15MLyon Video, Inc. Employee Stock Ownership PlanLyon Video, Inc. Employee St…$15MDfa New York Employee Stock Ownership PlanDfa New York Employee Stock …$15MVisionist, Inc. Employee Stock Ownership Plan and TrustVisionist, Inc. Employee Sto…$15M
End-of-year total assets ($M) among Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Summit Body & Equipment Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Summit Body & Equipment Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 57.4% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15M $23.6M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 25 $15M
2023 1 20 $21M
2024 1 28 $24M

Summit Body & Equipment Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income$482K
Employer EIN931044551
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

Peer ESOP plans, same state, same plan type, ranked by total assets.

Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0100200300 Total assets ($M) Participants Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 15 · Participants: 25Summit Body & Equipment, Inc. Employee Stock Ownership Plan and TrustBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Lyon Video, Inc. Employee Stock Ownership Plan in OH ($15M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Body & Equipment, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 2.5% during 2022, from $15M to $15M. Reported net income was $482K.
How have Summit Body & Equipment Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Body & Equipment Inc.'s sponsor-wide assets grew 57.4%, from $15M to $24M.
Which ESOP plans are similar in size to Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Lyon Video, Inc. Employee Stock Ownership Plan in OH ($15M, 40 participants).
Which ESOP plans cover a similar participant headcount to Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K 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 931044551.

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.