401(k) · DOL Form 5500 · 2023

Sumnerone, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
291
Participants Below avg headcount
80th
Percentile by assets National rank
$107,410
Avg per participant Below avg balance/head
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Official DOL plan name: Sumnerone, Inc. 401(k)/Profit Sharing Plan · Sponsored by Sumnerone, Inc. · Missouri · Wholesale Trade

$31M in assets, 291 participants

Sumnerone, Inc.'s Sumnerone, Inc. 401(k)/Profit Sharing Plan reported $31M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,998 in Wholesale Trade (6,309 peers)

Coverage in Missouri

Sumnerone, Inc. 401(k)/Profit Sharing Plan covers 291 participants in Missouri, about 39% of the average Missouri filer (state average ~737 per filing). Assets: $31M.

#4,998
in Wholesale Trade (6,309 peers)
+8.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sumnerone, Inc. 401(k)/Profit Sharing Plan's outsized position by total assets

Sumnerone, Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$31,256,333 Top 20% higher than 80% 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

Sumnerone, Inc. 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. Sumnerone, Inc. 401(k)/Profit Sharing Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sumnerone, Inc. 401(k)/Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sumnerone, Inc. 401(k)/Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Sumnerone, Inc. 401(k)/Profit Sharing Plan reported participants rose from 283 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431332770 · Sumnerone, Inc. PY 2023 · 401(k)

Sumnerone, Inc. 401(k)/Profit Sharing Plan · $31M · 291 · 80th

  • PCT $31M
  • PCT 291
  • PCT 80th
  • PCT 401(k)
  • PCT near American Beverage Marketers 401(k) Retirement Plan
  • PCT ind #4998

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 Wholesale Trade retirement plans → · Plans in Missouri →

Sumnerone, Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood

Sumnerone, Inc. 401(k)/Profit Sharing PlanSumnerone, Inc. 401(k)/Profi…$31MAmerican Beverage Marketers 401(k) Retirement PlanAmerican Beverage Marketers …$31MTallahassee Primary Care Associates, PA 401(k) Profit Sharing PlanTallahassee Primary Care Ass…$31MLandesbank Baden-Wuerttemberg 401(k) Profit Sharing PlanLandesbank Baden-Wuerttember…$31MBanksouth's 401(k) Plan$31M
End-of-year total assets ($M) among Sumnerone, Inc. 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN431332770
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumnerone, Inc.)

Sponsor-wide plan assets over time

All Sumnerone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 24.455573579464524% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.8M $35.8M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 283 $29M
2023 1 291 $31M
2024 1 389 $36M

Nearby 401(k) Plans in Missouri

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

Sumnerone, Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sumnerone, Inc. 401(k)/Profit Sharing Plan, Total assets ($B): 0.031256333 · Participants: 291Sumnerone, Inc. 401(k)/Profit Sharing 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
Sumnerone, Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Sumnerone, Inc. 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Sumnerone, Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is American Beverage Marketers 401(k) Retirement Plan in IN ($31M); by covered participants it is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Sumnerone, Inc. 401(k)/Profit Sharing Plan assets move in 2023? ▼
Sumnerone, Inc. 401(k)/Profit Sharing Plan grew at a solid clip - up 8.7% during 2023, from $29M to $31M. Reported net income was $2M.
How have Sumnerone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumnerone, Inc.'s sponsor-wide assets grew 24.5%, from $29M to $36M.
Where does Sumnerone, Inc. 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sumnerone, Inc. 401(k)/Profit Sharing Plan ranks in the 80th 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 Sumnerone, Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Beverage Marketers 401(k) Retirement Plan in IN ($31M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Sumnerone, Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants, $28M 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 431332770.

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.