401(k) · DOL Form 5500 · 2022

Summa Group, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
538
Participants Below avg headcount
64th
Percentile by assets National rank
$17,954
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summa Group Retirement Savings Plan · Sponsored by Summa Group, LLC · Texas · Professional & Technical Services

$10M in assets, 538 participants

Summa Group, LLC's Summa Group Retirement Savings Plan reported $10M in total assets and 538 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,571 in Professional & Technical Services (21,562 peers)

Summa Group, LLC multi-year trail

Summa Group, LLC's plans moved +22.0% in assets from 2022 to 2024; this filing shows Summa Group Retirement Savings Plan at $10M / 538 participants.

#13,571
in Professional & Technical Services (21,562 peers)
-14.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summa Group Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Summa Group Retirement Savings Plan vs every filed plan by assets

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

$9,659,139 Top 36% higher than 64% 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 Group 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 Group Retirement Savings Plan sits mid-pack in the medium band (538 participants).

Form 5500 schedule snapshot

Filing strip 264289689 · Summa Group, LLC PY 2022 · 401(k)

Summa Group Retirement Savings Plan · $10M · 538 · 64th

  • RANK $10M
  • PHOTO 538
  • IND 64th
  • EOY 401(k)
  • 5500 near Ccb Community Bank 401(k) Profit Sharing Plan
  • ASSETS ind #13571

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 Texas →

Summa Group Retirement Savings Plan in the asset neighbourhood

Summa Group Retirement Savings PlanSumma Group Retirement Savin…$10MCcb Community Bank 401(k) Profit Sharing PlanCcb Community Bank 401(k) Pr…$10MVanguard Medical Group, PA 401(k) Profit Sharing PlanVanguard Medical Group, PA 4…$10MErickson & Brooks Retirement Savings PlanErickson & Brooks Retirement…$10MLinkware, LLC 401(k) Plan$10M
End-of-year total assets ($M) among Summa Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Summa Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Summa Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.020244247442758% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.66M $11.8M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 538 $10M
2023 1 462 $11M
2024 1 197 $12M

Summa Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN264289689
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Summa Group Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Summa Group Retirement Savings Plan, Total assets ($B): 0.009659139 · Participants: 538Summa Group Retirement Savings 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
Summa Group Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Summa Group Retirement Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ccb Community Bank 401(k) Profit Sharing Plan in AL ($10M); by covered participants it is Horizon Hobby Retirement Plan in IL (538 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (538 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 Group Retirement Savings Plan assets move in 2022? ▼
Summa Group Retirement Savings Plan pulled back noticeably - down 14.8% during 2022, from $11M to $10M. Reported net income was -$2M.
How have Summa Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Group, LLC's sponsor-wide assets grew 22.0%, from $10M to $12M.
Which 401(k) plans are similar in size to Summa Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ccb Community Bank 401(k) Profit Sharing Plan in AL ($10M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Summa Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Horizon Hobby Retirement Plan in IL (538 participants, $45M 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 264289689.

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.