401(k) · DOL Form 5500 · 2022

Summit Physician Specialists, P.C. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
93
Participants Small participant base
89th
Percentile by assets National rank
$650,786
Avg per participant High balance/head
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Official DOL plan name: Summit Physician Specialists Retirement Plan · Sponsored by Summit Physician Specialists, P.C. · Utah · Healthcare & Social Assistance

$61M in assets, 93 participants

Summit Physician Specialists, P.C.'s Summit Physician Specialists Retirement Plan reported $61M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,267 in Healthcare & Social Assistance (20,060 peers)

Where Summit Physician Specialists Retirement Plan sits by assets

Summit Physician Specialists Retirement Plan sits in the top quartile of all filed plans by assets, $61M for 93 participants (~$650,786/participant), up 3.7% in 2022.

#18,267
in Healthcare & Social Assistance (20,060 peers)
+3.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Summit Physician Specialists Retirement Plan's outsized position by total assets

Summit Physician Specialists Retirement Plan vs every filed plan by assets

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

$60,523,063 Top 11% higher than 89% 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 Physician Specialists Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Physician Specialists Retirement Plan is a small filing (93 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 814233178 · Summit Physician Specialists, P.C. PY 2022 · 401(k)

Summit Physician Specialists Retirement Plan · $61M · 93 · 89th

  • 5500 $61M
  • 5500 93
  • 5500 89th
  • 5500 401(k)
  • 5500 near Unit Corporation Employees' Thrift Plan
  • 5500 ind #18267

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 Utah →

Summit Physician Specialists Retirement Plan in the asset neighbourhood

Unit Corporation Employees' Thrift PlanUnit Corporation Employees' …$61MVita-Mix Companies 401(k) PlanVita-Mix Companies 401(k) Pl…$61MPolsinelli Profit Sharing Plan IIPolsinelli Profit Sharing Pl…$61MSummit Physician Specialists Retirement PlanSummit Physician Specialists…$61MHensley & Company Profit Sharing Plan and TrustHensley & Company Profit Sha…$60M
End-of-year total assets ($M) among Summit Physician Specialists Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$61M
Net Income$2M
Employer EIN814233178
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Physician Specialists, P.C.)

Sponsor-wide plan assets over time

All Summit Physician Specialists, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 36.631011222944885% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.5M $82.7M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 93 $61M
2023 1 95 $67M
2024 1 108 $83M

Nearby 401(k) Plans in Utah

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

Summit Physician Specialists Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Summit Physician Specialists Retirement Plan, Total assets ($B): 0.060523063 · Participants: 93Summit Physician Specialists Retirement PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Summit Physician Specialists Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Summit Physician Specialists Retirement Plan side-by-side with 3 peers →

Summit Physician Specialists Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Unit Corporation Employees' Thrift Plan in OK ($61M); by covered participants it is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Physician Specialists Retirement Plan assets move in 2022? ▼
Summit Physician Specialists Retirement Plan edged up modestly - up 3.7% during 2022, from $58M to $61M. Reported net income was $2M.
How have Summit Physician Specialists, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Physician Specialists, P.C.'s sponsor-wide assets grew 36.6%, from $61M to $83M.
Where does Summit Physician Specialists Retirement Plan rank by assets among Form 5500 filers? ▼
Summit Physician Specialists Retirement Plan ranks in the 89th 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 Summit Physician Specialists Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unit Corporation Employees' Thrift Plan in OK ($61M, 722 participants).
Which 401(k) plans cover a similar participant headcount to Summit Physician Specialists Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants, $332K 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 814233178.

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.