401(k) · DOL Form 5500 · 2023

Sumaria Systems, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
402
Participants Below avg headcount
82nd
Percentile by assets National rank
$89,182
Avg per participant Below avg balance/head
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Official DOL plan name: Sumaria Systems, LLC 401(k) Profit Sharing Plan · Sponsored by Sumaria Systems, LLC · Massachusetts · Professional & Technical Services

$36M in assets, 402 participants

Sumaria Systems, LLC's Sumaria Systems, LLC 401(k) Profit Sharing Plan reported $36M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,737 in Professional & Technical Services (20,321 peers)

Where Sumaria Systems, LLC 401(k) Profit Sharing Plan sits by assets

Sumaria Systems, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $36M for 402 participants (~$89,182/participant), up 23.8% in 2023.

#16,737
in Professional & Technical Services (20,321 peers)
+23.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sumaria Systems, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Sumaria Systems, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,851,111 Top 18% higher than 82% 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

Sumaria Systems, LLC 401(k) Profit Sharing 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. Sumaria Systems, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sumaria Systems, LLC 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sumaria Systems, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Sumaria Systems, LLC 401(k) Profit Sharing Plan reported participants fell from 425 in the plan year 2022 filing to 402 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042770369 · Sumaria Systems, LLC PY 2023 · 401(k)

Sumaria Systems, LLC 401(k) Profit Sharing Plan · $36M · 402 · 82nd

  • SCH $36M
  • SCH 402
  • SCH 82nd
  • SCH 401(k)
  • SCH near Service Lloyds Insurance Company Profit Sharing and 401(k) Plan
  • SCH ind #16737

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 Massachusetts →

Sumaria Systems, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Service Lloyds Insurance Company Profit Sharing and 401(k) PlanService Lloyds Insurance Com…$36MNewcomb & Boyd Profit Sharing PlanNewcomb & Boyd Profit Sharin…$36MSimplify Compliance 401(k) PlanSimplify Compliance 401(k) P…$36MSumaria Systems, LLC 401(k) Profit Sharing PlanSumaria Systems, LLC 401(k) …$36MMuller Engineering Company, Inc. 401(k) PlanMuller Engineering Company, …$36M
End-of-year total assets ($M) among Sumaria Systems, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN042770369
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumaria Systems, LLC)

Sponsor-wide plan assets over time

All Sumaria Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 41.754447752247614% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29M $41.1M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 425 $29M
2023 1 402 $36M
2024 1 456 $41M

Nearby 401(k) Plans in Massachusetts

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

Sumaria Systems, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sumaria Systems, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.035851111 · Participants: 402Sumaria Systems, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sumaria Systems, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sumaria Systems, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sumaria Systems, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Service Lloyds Insurance Company Profit Sharing and 401(k) Plan in TX ($36M); by covered participants it is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Sumaria Systems, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Sumaria Systems, LLC 401(k) Profit Sharing Plan grew sharply - up 23.8% during 2023, from $29M to $36M. Reported net income was $7M.
How have Sumaria Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumaria Systems, LLC's sponsor-wide assets grew 41.8%, from $29M to $41M.
Where does Sumaria Systems, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sumaria Systems, LLC 401(k) Profit Sharing Plan ranks in the 82nd 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 Sumaria Systems, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Service Lloyds Insurance Company Profit Sharing and 401(k) Plan in TX ($36M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Sumaria Systems, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants, $105M 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 042770369.

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.