401(k) · DOL Form 5500 · 2022

Summus Health Care, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
149
Participants Small participant base
39th
Percentile by assets National rank
$18,238
Avg per participant Low balance/head
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Official DOL plan name: Summus Health Care 401(k) Plan · Sponsored by Summus Health Care, LLC · Texas · Healthcare & Social Assistance

$3M in assets, 149 participants

Summus Health Care, LLC's Summus Health Care 401(k) Plan reported $3M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,333 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Summus Health Care 401(k) Plan covers 149 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#8,333
in Healthcare & Social Assistance (20,060 peers)
-28.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summus Health Care 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Summus Health Care 401(k) Plan vs every filed plan by assets

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

$2,717,532 39th percentile higher than 39% 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

Summus Health Care 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. Summus Health Care 401(k) Plan sits mid-pack in the medium band (149 participants).

Plan-year Form 5500 strip

Filing strip 822957179 · Summus Health Care, LLC PY 2022 · 401(k)

Summus Health Care 401(k) Plan · $3M · 149 · 39th

  • TYPE $3M
  • TYPE 149
  • TYPE 39th
  • TYPE 401(k)
  • TYPE near John F. Font, Ph.D. and Associates, Inc. Profit Sharing Plan
  • TYPE ind #8333

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 Texas →

Summus Health Care 401(k) Plan in the asset neighbourhood

Summus Health Care 401(k) PlanSummus Health Care 401(k) Pl…$3MJohn F. Font, Ph.D. and Associates, Inc. Profit Sharing PlanJohn F. Font, Ph.D. and Asso…$3MSmith Health 401(k) Plan$3MSimpson Chevrolet of Irvine 401(k) Profit Sharing PlanSimpson Chevrolet of Irvine …$3MBud Industries Salaried Retirement PlanBud Industries Salaried Reti…$3M
End-of-year total assets ($M) among Summus Health Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN822957179
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summus Health Care, LLC)

Sponsor-wide plan assets over time

All Summus Health Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 49.20987130970307% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.72M $4.05M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 149 $3M
2023 1 138 $3M
2024 1 146 $4M

Nearby 401(k) Plans in Texas

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

Summus Health Care 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Summus Health Care 401(k) Plan, Total assets ($B): 0.002717532 · Participants: 149Summus Health Care 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Summus Health Care 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Summus Health Care 401(k) Plan side-by-side with 3 peers →

Summus Health Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is John F. Font, Ph.D. and Associates, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Summus Health Care 401(k) Plan assets move in 2022? ▼
Summus Health Care 401(k) Plan declined sharply - down 28.6% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Summus Health Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summus Health Care, LLC's sponsor-wide assets grew 49.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Summus Health Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John F. Font, Ph.D. and Associates, Inc. Profit Sharing Plan in CA ($3M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Summus Health Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 822957179.

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.