401(k) · DOL Form 5500 · 2023
Summit Design and Engineering Services, PLLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 422
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $47,386
- Avg per participant Low balance/head
Official DOL plan name: Summit Design and Engineering Services, PLLC Employees Savings Trust · Sponsored by Summit Design and Engineering Services, PLLC · North Carolina · Professional & Technical Services
$20M in assets, 422 participants
Summit Design and Engineering Services, PLLC's Summit Design and Engineering Services, PLLC Employees Savings Trust reported $20M in total assets and 422 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,715 in Professional & Technical Services (20,321 peers)
Summit Design and Engineering Services, PLLC multi-year trail
Summit Design and Engineering Services, PLLC's plans moved +53.9% in assets from 2022 to 2024; this filing shows Summit Design and Engineering Services, PLLC Employees Savings Trust at $20M / 422 participants.
- #14,715
- in Professional & Technical Services (20,321 peers)
- +27.0%
- assets growth YoY
Summit Design and Engineering Services, PLLC Employees Savings Trust's outsized position by total assets
Summit Design and Engineering Services, PLLC Employees Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,996,785 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Summit Design and Engineering Services, PLLC Employees Savings Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Design and Engineering Services, PLLC Employees Savings Trust sits mid-pack in the medium band (422 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Summit Design and Engineering Services, PLLC Employees Savings Trust reported net income rose from -$926K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Summit Design and Engineering Services, PLLC Employees Savings Trust end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Summit Design and Engineering Services, PLLC Employees Savings Trust reported participants rose from 380 in the plan year 2022 filing to 422 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 300236228 · Summit Design and Engineering Services, PLLC PY 2023 · 401(k)
Summit Design and Engineering Services, PLLC Employees Savings Trust · $20M · 422 · 73rd
- SCH $20M
- EBSA 422
- PART 73rd
- TYPE 401(k)
- NET near Theragenics Corporation Employee Savings Plan
- BOOK ind #14715
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 North Carolina →
Summit Design and Engineering Services, PLLC Employees Savings Trust in the asset neighbourhood
Summit Design and Engineering Services, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Summit Design and Engineering Services, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 53.85608091828369% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 380 | $16M |
| 2023 | 1 | 422 | $20M |
| 2024 | 1 | 427 | $24M |
Summit Design and Engineering Services, PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 300236228 |
| Plan Effective Date | 2004-04-03 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Summit Design and Engineering Services, PLLC Employees Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Theragenics Corporation Employee Savings Plan in GA ($20M); by covered participants it is Kiel Center 401(k) Plan in MO (422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (422 participants); asset peers above are excluded.
- Kiel Center 401(k) Plan (MO) 422 · 0 off
- America's First Federal Credit Union Retirement Savings Plan (AL) 422 · 0 off
- Electro-Mechanical Retirement Plan (VA) 422 · 0 off
- Sweet Companys' Retirement Plan (MI) 422 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.