ESOP · DOL Form 5500 · 2022

Summers Manufacturing Co. Inc. ESOP

Data updated 2026-08-25

$501K
Total assets Small plan by assets
66
Participants Small participant base
18th
Percentile by assets National rank
$7,583
Avg per participant Low balance/head
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Official DOL plan name: Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust · Sponsored by Summers Manufacturing Co. Inc. · North Dakota · Manufacturing

$501K in assets, 66 participants

Summers Manufacturing Co. Inc.'s Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust reported $501K in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,586 in Manufacturing (20,602 peers)

2022 asset change

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust surged 67.7% in 2022 ($299K → $501K) for 66 participants.

#1,586
in Manufacturing (20,602 peers)
+67.7%
assets growth YoY

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$500,505 18th percentile higher than 18% 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

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust is a small filing (66 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 450281626 · Summers Manufacturing Co. Inc. PY 2022 · ESOP

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust · $501K · 66 · 18th

  • RANK $501K
  • RANK 66
  • RANK 18th
  • RANK ESOP
  • RANK near Txi Employee Stock Ownership Plan
  • RANK ind #1586

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 What is an ESOP? → · Plans in North Dakota →

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and TrustSummers Manufacturing Co., I…$501KTxi Employee Stock Ownership PlanTxi Employee Stock Ownership…$500KRobertson & Olson Construction, Inc Employee Stock Ownership PlanRobertson & Olson Constructi…$500KWingswept Employee Stock Ownership PlanWingswept Employee Stock Own…$500KLinco Holdings, Inc. Employee Stock Ownership PlanLinco Holdings, Inc. Employe…$500K
End-of-year total assets ($M) among Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Summers Manufacturing Co. Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Summers Manufacturing Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 66 $501K
2023 1 62 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$299K
Net Assets (End of Year)$487K
Net Income$928K
Employer EIN450281626
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.5 Total assets ($B) Participants Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000500505 · Participants: 66Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and TrustBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.106185018 · Participants: 2781Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.761655102 · Participants: 3187Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.234297255 · Participants: 616Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership Plan
Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Txi Employee Stock Ownership Plan in IL ($500K); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants). Same-state nearby plans are listed separately above.

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 Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust surged - up 67.7% during 2022, from $299K to $501K. Reported net income was $928K.
Where does Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Txi Employee Stock Ownership Plan in IL ($500K, 57 participants).
Which ESOP plans cover a similar participant headcount to Summers Manufacturing Co., Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants, $20M 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 450281626.

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.