401(k) · DOL Form 5500 · 2022

Sumaria Systems, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
425
Participants Below avg headcount
82nd
Percentile by assets National rank
$68,145
Avg per participant Below avg balance/head
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Official DOL plan name: Sumaria Systems, LLC 401(k) Profit Sharing Plan · Sponsored by Sumaria Systems, LLC · Massachusetts · Professional & Technical Services

$29M in assets, 425 participants

Sumaria Systems, LLC's Sumaria Systems, LLC 401(k) Profit Sharing Plan reported $29M in total assets and 425 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,879 in Professional & Technical Services (21,562 peers)

Where Sumaria Systems, LLC 401(k) Profit Sharing Plan sits by assets

Sumaria Systems, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 425 participants (~$68,145/participant), down 13.4% in 2022.

#17,879
in Professional & Technical Services (21,562 peers)
-13.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sumaria Systems, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Sumaria Systems, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,961,820 Top 18% higher than 82% 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

Sumaria Systems, LLC 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. Sumaria Systems, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (425 participants).

Plan-year Form 5500 strip

Filing strip 042770369 · Sumaria Systems, LLC PY 2022 · 401(k)

Sumaria Systems, LLC 401(k) Profit Sharing Plan · $29M · 425 · 82nd

  • EOY $29M
  • 5500 425
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Learning Tree International 401(k) Plan
  • RANK ind #17879

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Sumaria Systems, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sumaria Systems, LLC 401(k) Profit Sharing PlanSumaria Systems, LLC 401(k) …$29MLearning Tree International 401(k) PlanLearning Tree International …$29MFlexfab Horizons International Retirement PlanFlexfab Horizons Internation…$29MSnfc Mortgage Company 401(k) PlanSnfc Mortgage Company 401(k)…$29MMorristown-Hamblen Hospital Association 401(k) PlanMorristown-Hamblen Hospital …$29M
End-of-year total assets ($M) among Sumaria Systems, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN042770369
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumaria Systems, LLC)

Sponsor-wide plan assets over time

All Sumaria Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 41.754447752247614% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29M $41.1M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 425 $29M
2023 1 402 $36M
2024 1 456 $41M

Nearby 401(k) Plans in Massachusetts

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

Sumaria Systems, LLC 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 ($B) Participants Sumaria Systems, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.02896182 · Participants: 425Sumaria Systems, LLC 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
Sumaria Systems, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sumaria Systems, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sumaria Systems, LLC 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 Learning Tree International 401(k) Plan in VA ($29M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 Sumaria Systems, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Sumaria Systems, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Sumaria Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumaria Systems, LLC's sponsor-wide assets grew 41.8%, from $29M to $41M.
Where does Sumaria Systems, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sumaria Systems, LLC 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sumaria Systems, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Learning Tree International 401(k) Plan in VA ($29M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Sumaria Systems, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants, $32M 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 042770369.

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.