401(k) · DOL Form 5500 · 2023

Sumeru LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
43
Participants Small participant base
42nd
Percentile by assets National rank
$100,728
Avg per participant Below avg balance/head
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Official DOL plan name: Sumeru LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Sumeru LLC · New York · Wholesale Trade

$4M in assets, 43 participants

Sumeru LLC's Sumeru LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,941 in Wholesale Trade (6,309 peers)

Sumeru LLC multi-year trail

Sumeru LLC's plans moved +43.3% in assets from 2022 to 2023; this filing shows Sumeru LLC 401(k) Profit Sharing Plan & Trust at $4M / 43 participants.

#1,941
in Wholesale Trade (6,309 peers)
+43.3%
assets growth YoY

Sumeru LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Sumeru LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,331,288 42nd percentile higher than 42% of 127,068 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 2023

Sumeru LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sumeru LLC 401(k) Profit Sharing Plan & Trust is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sumeru LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$328K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sumeru LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sumeru LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 35 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461553712 · Sumeru LLC PY 2023 · 401(k)

Sumeru LLC 401(k) Profit Sharing Plan & Trust · $4M · 43 · 42nd

  • RANK $4M
  • RANK 43
  • RANK 42nd
  • RANK 401(k)
  • RANK near Baker Mcmillen Company Pension Plan and Trust
  • RANK ind #1941

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 Wholesale Trade retirement plans → · Plans in New York →

Sumeru LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sumeru LLC 401(k) Profit Sharing Plan & TrustSumeru LLC 401(k) Profit Sha…$4MBaker Mcmillen Company Pension Plan and TrustBaker Mcmillen Company Pensi…$4MAcme Mechanical Contractors of Virginia, Inc. 401(k) PlanAcme Mechanical Contractors …$4MPavement Services Corporation Employee's Savings TrustPavement Services Corporatio…$4MBeachwood Endodontic Specialists, Inc. 401(k) Profit Sharing PlanBeachwood Endodontic Special…$4M
End-of-year total assets ($M) among Sumeru LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sumeru LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sumeru LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.30183725818389% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M$4.5M 20222023 $3.02M $4.33M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 35 $3M
2023 1 43 $4M

Sumeru LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN461553712
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sumeru LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sumeru LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004331288 · Participants: 43Sumeru LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sumeru LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sumeru LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Sumeru LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Baker Mcmillen Company Pension Plan and Trust in OH ($4M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sumeru LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Sumeru LLC 401(k) Profit Sharing Plan & Trust surged - up 43.3% during 2023, from $3M to $4M. Reported net income was $1M.
How have Sumeru LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sumeru LLC's sponsor-wide assets grew 43.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Sumeru LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Baker Mcmillen Company Pension Plan and Trust in OH ($4M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Sumeru LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461553712.

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.