401(k) · DOL Form 5500 · 2023

Summerwinds Garden Centers, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
167
Participants Small participant base
60th
Percentile by assets National rank
$65,198
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summerwinds 401(k) Plan · Sponsored by Summerwinds Garden Centers, Inc. · Idaho · Retail Trade

$11M in assets, 167 participants

Summerwinds Garden Centers, Inc.'s Summerwinds 401(k) Plan reported $11M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,003 in Retail Trade (8,414 peers)

Coverage in Idaho

Summerwinds 401(k) Plan covers 167 participants in Idaho, about 48% of the average Idaho filer (state average ~347 per filing). Assets: $11M.

#6,003
in Retail Trade (8,414 peers)
+18.9%
assets growth YoY

Summerwinds 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Summerwinds 401(k) Plan vs every filed plan by assets

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

$10,888,022 Top 40% higher than 60% 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

Summerwinds 401(k) Plan 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. Summerwinds 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summerwinds 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Summerwinds 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Summerwinds 401(k) Plan reported participants rose from 149 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820500954 · Summerwinds Garden Centers, Inc. PY 2023 · 401(k)

Summerwinds 401(k) Plan · $11M · 167 · 60th

  • PHOTO $11M
  • IND 167
  • EOY 60th
  • 5500 401(k)
  • ASSETS near Saf-Gard Safety Shoe Co., Inc. Retirement Savings Plan
  • PCT ind #6003

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 Retail Trade retirement plans → · Plans in Idaho →

Summerwinds 401(k) Plan in the asset neighbourhood

Summerwinds 401(k) Plan$11MSaf-Gard Safety Shoe Co., Inc. Retirement Savings PlanSaf-Gard Safety Shoe Co., In…$11MAnderson Auto Group 401(k) Profit Sharing Plan & TrustAnderson Auto Group 401(k) P…$11MWaggoner Engineering, Inc. 401(k) Plan & TrustWaggoner Engineering, Inc. 4…$11MAir Way Automation, Inc. 401(k) Retirement PlanAir Way Automation, Inc. 401…$11M
End-of-year total assets ($M) among Summerwinds 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN820500954
Plan Effective Date1998-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Summerwinds Garden Centers, Inc.)

Sponsor-wide plan assets over time

All Summerwinds Garden Centers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 35.01919323520666% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.15M $12.4M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 149 $9M
2023 1 167 $11M
2024 1 176 $12M

Nearby 401(k) Plans in Idaho

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

Summerwinds 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Summerwinds 401(k) Plan, Total assets ($B): 0.010888022 · Participants: 167Summerwinds 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Summerwinds 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Summerwinds 401(k) Plan side-by-side with 3 peers →

Summerwinds 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Saf-Gard Safety Shoe Co., Inc. Retirement Savings Plan in NC ($11M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Summerwinds 401(k) Plan assets move in 2023? ▼
Summerwinds 401(k) Plan grew sharply - up 18.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Summerwinds Garden Centers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summerwinds Garden Centers, Inc.'s sponsor-wide assets grew 35.0%, from $9M to $12M.
Which 401(k) plans are similar in size to Summerwinds 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saf-Gard Safety Shoe Co., Inc. Retirement Savings Plan in NC ($11M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Summerwinds 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 820500954.

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.