401(k) · DOL Form 5500 · 2023

Summit Restaurant Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
873
Participants Near avg headcount
50th
Percentile by assets National rank
$7,716
Avg per participant Low balance/head
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Official DOL plan name: Summit Restaurant Group Retirement Plan · Sponsored by Summit Restaurant Group, LLC · Missouri · Food Services & Accommodation

$7M in assets, 873 participants

Summit Restaurant Group, LLC's Summit Restaurant Group Retirement Plan reported $7M in total assets and 873 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,122 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Summit Restaurant Group Retirement Plan ranks #3,122 of 3,828 2023 filers by assets (290% of the sector average)-$7M for 873 participants.

#3,122
in Food Services & Accommodation (3,828 peers)
+23.7%
assets growth YoY

Summit Restaurant Group Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Summit Restaurant Group Retirement Plan vs every filed plan by assets

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

$6,735,944 Top 50% higher than 50% 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

Summit Restaurant Group Retirement 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. Summit Restaurant Group Retirement Plan sits mid-pack in the medium band (873 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summit Restaurant Group Retirement Plan reported net income rose from -$849K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Summit Restaurant Group Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Summit Restaurant Group Retirement Plan reported participants fell from 900 in the plan year 2022 filing to 873 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 711006152 · Summit Restaurant Group, LLC PY 2023 · 401(k)

Summit Restaurant Group Retirement Plan · $7M · 873 · 50th

  • EIN $7M
  • RANK 873
  • PHOTO 50th
  • IND 401(k)
  • EOY near Lyons Group 401(k) Plan
  • 5500 ind #3122

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 Food Services & Accommodation retirement plans → · Plans in Missouri →

Summit Restaurant Group Retirement Plan in the asset neighbourhood

Summit Restaurant Group Retirement PlanSummit Restaurant Group Reti…$7MLyons Group 401(k) Plan$7MJaj Enterprises, LLC Profit Sharing 401(k) PlanJaj Enterprises, LLC Profit …$7MFsi, Inc. 401(k) & Profit Sharing PlanFsi, Inc. 401(k) & Profit Sh…$7MBiointellisense, Inc. 401(k) Profit Sharing Plan and TrustBiointellisense, Inc. 401(k)…$7M
End-of-year total assets ($M) among Summit Restaurant Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN711006152
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Restaurant Group, LLC)

Sponsor-wide plan assets over time

All Summit Restaurant Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 39.14239198405185% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.45M $7.58M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 900 $5M
2023 1 873 $7M
2024 1 903 $8M

Nearby 401(k) Plans in Missouri

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

Summit Restaurant Group Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Summit Restaurant Group Retirement Plan, Total assets ($B): 0.006735944 · Participants: 873Summit Restaurant Group Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Summit Restaurant Group Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Summit Restaurant Group Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Lyons Group 401(k) Plan in MA ($7M); by covered participants it is Efi 401(k) Savings Plan in CA (873 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (873 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 Summit Restaurant Group Retirement Plan assets move in 2023? ▼
Summit Restaurant Group Retirement Plan grew sharply - up 23.7% during 2023, from $5M to $7M. Reported net income was $1M.
How have Summit Restaurant Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Restaurant Group, LLC's sponsor-wide assets grew 39.1%, from $5M to $8M.
Which 401(k) plans are similar in size to Summit Restaurant Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lyons Group 401(k) Plan in MA ($7M, 1,400 participants).
Which 401(k) plans cover a similar participant headcount to Summit Restaurant Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Efi 401(k) Savings Plan in CA (873 participants, $244M 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 711006152.

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.