401(k) · DOL Form 5500 · 2022

Summa Health 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
312
Participants Below avg headcount
88th
Percentile by assets National rank
$155,466
Avg per participant Above avg balance/head
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Official DOL plan name: Summa Health 401(k) Retirement Savings Plan · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance

$49M in assets, 312 participants

Summa Health's Summa Health 401(k) Retirement Savings Plan reported $49M in total assets and 312 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,986 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Summa Health 401(k) Retirement Savings Plan covers 312 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $49M.

#17,986
in Healthcare & Social Assistance (20,060 peers)
-22.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summa Health 401(k) Retirement Savings Plan's outsized position by total assets

Summa Health 401(k) Retirement Savings Plan vs every filed plan by assets

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

$48,505,315 Top 12% higher than 88% 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

Summa Health 401(k) Retirement Savings 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. Summa Health 401(k) Retirement Savings Plan sits mid-pack in the medium band (312 participants).

Published 5500 schedule card

Filing strip 461145832 · Summa Health PY 2022 · 401(k)

Summa Health 401(k) Retirement Savings Plan · $49M · 312 · 88th

  • IND $49M
  • IND 312
  • IND 88th
  • IND 401(k)
  • IND near Biohorizons Implant Systems, Inc. 401(k) Retirement Plan
  • IND ind #17986

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 Ohio →

Summa Health 401(k) Retirement Savings Plan in the asset neighbourhood

Ferndale Pharma Group, Inc. 401(k) and Profit Sharing PlanFerndale Pharma Group, Inc. …$49MHealthtronics Group, LP 401(k) PlanHealthtronics Group, LP 401(…$49MSumma Health 401(k) Retirement Savings PlanSumma Health 401(k) Retireme…$49MBiohorizons Implant Systems, Inc. 401(k) Retirement PlanBiohorizons Implant Systems,…$49MTrapac 401(k) & Retirement PlanTrapac 401(k) & Retirement P…$48M
End-of-year total assets ($M) among Summa Health 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$49M
Net Income-$14M
Employer EIN461145832
Plan Effective Date1994-03-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Summa Health)

Sponsor-wide plan assets over time

All Summa Health plans reported in each filing year

Latest sponsor-wide plan assets
$62M 28.69766952343264% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.5M $62.4M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 312 $49M
2023 1 316 $58M
2024 1 336 $62M

Nearby 401(k) Plans in Ohio

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

Summa Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Summa Health 401(k) Retirement Savings Plan, Total assets ($B): 0.048505315 · Participants: 312Summa Health 401(k) Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Summa Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Summa Health 401(k) Retirement Savings Plan side-by-side with 3 peers →

Summa Health 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Biohorizons Implant Systems, Inc. 401(k) Retirement Plan in AL ($49M); by covered participants it is The Northstar Snf 401(k) Plan in NY (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Summa Health 401(k) Retirement Savings Plan assets move in 2022? ▼
Summa Health 401(k) Retirement Savings Plan declined sharply - down 22.2% during 2022, from $62M to $49M. Reported net income was -$14M.
How have Summa Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Health's sponsor-wide assets grew 28.7%, from $49M to $62M.
Where does Summa Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Summa Health 401(k) Retirement Savings Plan ranks in the 88th 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 Summa Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Biohorizons Implant Systems, Inc. 401(k) Retirement Plan in AL ($49M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Summa Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Northstar Snf 401(k) Plan in NY (312 participants, $4M 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 461145832.

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.