401(k) · DOL Form 5500 · 2022
Summit Group, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $148,804
- Avg per participant Above avg balance/head
Official DOL plan name: Summit Group, LLC 401(k) Plan · Sponsored by Summit Group, LLC · Maryland · Professional & Technical Services
$15M in assets, 103 participants
Summit Group, LLC's Summit Group, LLC 401(k) Plan reported $15M in total assets and 103 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.
- #15,639 in Professional & Technical Services (21,562 peers)
Coverage in Maryland
Summit Group, LLC 401(k) Plan covers 103 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $15M.
- #15,639
- in Professional & Technical Services (21,562 peers)
- -19.2%
- assets change YoY
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.
Summit Group, LLC 401(k) Plan's outsized position by total assets
Summit Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,326,805 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Summit Group, LLC 401(k) 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 Group, LLC 401(k) Plan sits mid-pack in the medium band (103 participants).
EBSA filing schedule strip
Filing strip 800589384 · Summit Group, LLC PY 2022 · 401(k)
Summit Group, LLC 401(k) Plan · $15M · 103 · 73rd
- BOOK $15M
- VS-ST 103
- BOY 73rd
- SCH 401(k)
- EBSA near Virginia National Bankshares Corporation 401(k) Profit Sharing Plan
- PART ind #15639
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 Maryland →
Summit Group, LLC 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 800589384 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Group, LLC)
Sponsor-wide plan assets over time
All Summit Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 23.609519400814456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $15M |
| 2023 | 1 | 124 | $17M |
| 2024 | 1 | 117 | $19M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Summit Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Virginia National Bankshares Corporation 401(k) Profit Sharing Plan in VA ($15M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Widen Enterprises LLC (WI) 103 · 0 off
- Nrs Employee Stock Ownership Plan (ID) 103 · 0 off
- Shinn 401(k) Retirement Plan (IA) 103 · 0 off
- Bcp Transportation, Inc. 401(k) Retirement Savings Plan (WI) 103 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.