401(k) · DOL Form 5500 · 2022

Summit Healthcare Management LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
3,204
Participants Above avg headcount
63rd
Percentile by assets National rank
$2,898
Avg per participant Low balance/head
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Official DOL plan name: Summit Healthcare Management LLC · Sponsored by Summit Healthcare Management LLC · Tennessee · Healthcare & Social Assistance

$9M in assets, 3,204 participants

Summit Healthcare Management LLC's Summit Healthcare Management LLC reported $9M in total assets and 3,204 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,831 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Summit Healthcare Management LLC covers 3,204 participants in Tennessee, 2.8x the typical Tennessee plan (state average ~1,126 per filing). Assets: $9M.

#13,831
in Healthcare & Social Assistance (20,060 peers)
+32.5%
assets growth YoY

Summit Healthcare Management LLC's mid-pack asset rank among Healthcare & Social Assistance and all filers

Summit Healthcare Management LLC vs every filed plan by assets

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

$9,284,964 Top 37% higher than 63% 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 Healthcare Management LLC's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Healthcare Management LLC lands in the large band (3,204 participants).

EBSA filing schedule strip

Filing strip 462684904 · Summit Healthcare Management LLC PY 2022 · 401(k)

Summit Healthcare Management LLC · $9M · 3,204 · 63rd

  • PHOTO $9M
  • IND 3,204
  • EOY 63rd
  • 5500 401(k)
  • ASSETS near Stamats Communications, Inc. 401(k) Plan
  • PCT ind #13831

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Summit Healthcare Management LLC in the asset neighbourhood

Stamats Communications, Inc. 401(k) PlanStamats Communications, Inc.…$9MEmployee Benefit Plan of Stigler Health and Wellness Center, Inc.Employee Benefit Plan of Sti…$9MCustom Alloy Corporation 401(k) PlanCustom Alloy Corporation 401…$9MSummit Healthcare Management LLCSummit Healthcare Management…$9MGls Industries, Inc. 401(k) PlanGls Industries, Inc. 401(k) …$9M
End-of-year total assets ($M) among Summit Healthcare Management LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN462684904
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Healthcare Management LLC)

Sponsor-wide plan assets over time

All Summit Healthcare Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 154.54775053516633% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $9.28M $23.6M ▲ +154.6%
Year Plans Participants Total Assets
2022 1 3,204 $9M
2023 1 3,638 $15M
2024 1 4,184 $24M

Nearby 401(k) Plans in Tennessee

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

Summit Healthcare Management LLC vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Summit Healthcare Management LLC, Total assets ($B): 0.009284964 · Participants: 3204Summit Healthcare Management LLCFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Summit Healthcare Management LLC vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Summit Healthcare Management LLC side-by-side with 3 peers →

Summit Healthcare Management LLC's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Stamats Communications, Inc. 401(k) Plan in IA ($9M); by covered participants it is Rosen Hotels and Resorts, Inc. Employees Savings Trust in FL (3,202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,204 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 Healthcare Management LLC assets move in 2022? ▼
Summit Healthcare Management LLC surged - up 32.5% during 2022, from $7M to $9M. Reported net income was $2M.
How have Summit Healthcare Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Healthcare Management LLC's sponsor-wide assets grew 154.5%, from $9M to $24M.
Which 401(k) plans are similar in size to Summit Healthcare Management LLC? ▼
Among 401(k) plans in other states, the closest by assets is Stamats Communications, Inc. 401(k) Plan in IA ($9M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Summit Healthcare Management LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Rosen Hotels and Resorts, Inc. Employees Savings Trust in FL (3,202 participants, $64M 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 462684904.

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.