ESOP · DOL Form 5500 · 2022
Summit Body & Equipment Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 25
- Participants
- 73rd
- Percentile by assets
- $600,000
- Avg per participant
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.
- 73rd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 25
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $600,000
- avg assets per participant
Summit Body & Equipment Inc. across 3 plan years on file
Across the 3 plan years Summit Body & Equipment Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $24M, a gain of 57.4%, while reported participants moved from 25 to 28 (+12.0%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($15M).
Summit Body & Equipment Inc. multi-year asset trail
| 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 EIN | 931044551 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING 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
- Bi-Mart Corporation Employee Stock Ownership Plan $259M · 1,947
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $222M · 561
- Pacific Industrial Corp. Employee Stock Ownership Plan $127M · 57
- Key Knife, Inc. Employee Stock Ownership Plan $112M · 68
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $85M · 204
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
How have Summit Body & Equipment Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust? ▼
Next read for Summit Body & Equipment, Inc. Employee S…
Multi-year trail
Ways to act on Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
- Summit Body & Equipment Inc.'s sponsor-wide assets have grown 57.4% since 2022 across 3 plan years on file. More Manufacturing plans