401(k) · DOL Form 5500 · 2023

Summit Automotive Partners 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,286
Participants Near avg headcount
81st
Percentile by assets National rank
$26,221
Avg per participant Low balance/head
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Official DOL plan name: Summit Automotive Partners Retirement Savings Plan · Sponsored by Summit Automotive Partners · Colorado · Management of Enterprises

$34M in assets, 1,286 participants

Summit Automotive Partners's Summit Automotive Partners Retirement Savings Plan reported $34M in total assets and 1,286 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #699 in Management of Enterprises (1,137 peers)

Coverage in Colorado

Summit Automotive Partners Retirement Savings Plan covers 1,286 participants in Colorado, 3.4x the typical Colorado plan (state average ~376 per filing). Assets: $34M.

#699
in Management of Enterprises (1,137 peers)
+31.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Summit Automotive Partners Retirement Savings Plan's outsized position by total assets

Summit Automotive Partners Retirement Savings Plan vs every filed plan by assets

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

$33,720,412 Top 19% higher than 81% 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 Automotive Partners Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Automotive Partners Retirement Savings Plan lands in the large band (1,286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summit Automotive Partners Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Summit Automotive Partners Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Summit Automotive Partners Retirement Savings Plan reported participants rose from 1,175 in the plan year 2022 filing to 1,286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200739161 · Summit Automotive Partners PY 2023 · 401(k)

Summit Automotive Partners Retirement Savings Plan · $34M · 1,286 · 81st

  • NET $34M
  • BOOK 1,286
  • VS-ST 81st
  • BOY 401(k)
  • SCH near Jh Kelly Holdings LLC Union 401(k) Plan
  • EBSA ind #699

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 Management of Enterprises retirement plans → · Plans in Colorado →

Summit Automotive Partners Retirement Savings Plan in the asset neighbourhood

Dga 401(k) Profit Sharing PlanDga 401(k) Profit Sharing Pl…$34MBernstein Management Corporation Employee 401(k) PlanBernstein Management Corpora…$34MSummit Automotive Partners Retirement Savings PlanSummit Automotive Partners R…$34MJh Kelly Holdings LLC Union 401(k) PlanJh Kelly Holdings LLC Union …$34MManley Deas & Kochalski LLC 401(k) Profit Sharing PlanManley Deas & Kochalski LLC …$34M
End-of-year total assets ($M) among Summit Automotive Partners Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN200739161
Plan Effective Date2010-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Automotive Partners)

Sponsor-wide plan assets over time

All Summit Automotive Partners plans reported in each filing year

Latest sponsor-wide plan assets
$38M 46.945437166226554% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $37.7M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 1,175 $26M
2023 1 1,286 $34M
2024 1 1,301 $38M

Nearby 401(k) Plans in Colorado

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

Summit Automotive Partners Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Summit Automotive Partners Retirement Savings Plan, Total assets ($B): 0.033720412 · Participants: 1286Summit Automotive Partners Retirement Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Summit Automotive Partners Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Summit Automotive Partners Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Jh Kelly Holdings LLC Union 401(k) Plan in WA ($34M); by covered participants it is Paragon Healthcare 401(k) Plan in TX (1,286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,286 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 Automotive Partners Retirement Savings Plan assets move in 2023?
Summit Automotive Partners Retirement Savings Plan surged - up 31.3% during 2023, from $26M to $34M. Reported net income was $8M.
How have Summit Automotive Partners plan assets changed over time?
Across 3 plan years on file (2022-2024), Summit Automotive Partners's sponsor-wide assets grew 46.9%, from $26M to $38M.
Where does Summit Automotive Partners Retirement Savings Plan rank by assets among Form 5500 filers?
Summit Automotive Partners Retirement Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Summit Automotive Partners Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Jh Kelly Holdings LLC Union 401(k) Plan in WA ($34M, 1,659 participants).
Which 401(k) plans cover a similar participant headcount to Summit Automotive Partners Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Paragon Healthcare 401(k) Plan in TX (1,286 participants, $43M in assets).