401(k) · DOL Form 5500 · 2023

Summa Rehab Hospital 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
236
Participants Below avg headcount
44th
Percentile by assets National rank
$20,592
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summa Rehab Hospital Retirement Plan · Sponsored by Summa Rehab Hospital · Ohio · Healthcare & Social Assistance

$5M in assets, 236 participants

Summa Rehab Hospital's Summa Rehab Hospital Retirement Plan reported $5M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,412 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Summa Rehab Hospital Retirement Plan covers 236 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#8,412
in Healthcare & Social Assistance (17,684 peers)
+26.6%
assets growth YoY

Summa Rehab Hospital Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Summa Rehab Hospital Retirement Plan vs every filed plan by assets

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

$4,859,815 44th percentile higher than 44% 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

Summa Rehab Hospital 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. Summa Rehab Hospital Retirement Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summa Rehab Hospital Retirement Plan reported net income rose from -$505K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Summa Rehab Hospital Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Summa Rehab Hospital Retirement Plan reported participants rose from 231 in the plan year 2022 filing to 236 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271952573 · Summa Rehab Hospital PY 2023 · 401(k)

Summa Rehab Hospital Retirement Plan · $5M · 236 · 44th

  • VS-ST $5M
  • BOY 236
  • SCH 44th
  • EBSA 401(k)
  • PART near Valu Merchandisers Company Restated 41(K) Plan
  • TYPE ind #8412

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Summa Rehab Hospital Retirement Plan in the asset neighbourhood

Summa Rehab Hospital Retirement PlanSumma Rehab Hospital Retirem…$5MValu Merchandisers Company Restated 41(K) PlanValu Merchandisers Company R…$5MFremont Beef Company Retirement Savings PlanFremont Beef Company Retirem…$5MGrote Industries Factory Employees' 401(k) Savings PlanGrote Industries Factory Emp…$5MMid-Columbia Family Physicians, P.S. 401(k) Profit Sharing PlanMid-Columbia Family Physicia…$5M
End-of-year total assets ($M) among Summa Rehab Hospital Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN271952573
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summa Rehab Hospital)

Sponsor-wide plan assets over time

All Summa Rehab Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$6M 45.62918376652987% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.84M $5.59M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 231 $4M
2023 1 236 $5M
2024 1 256 $6M

Nearby 401(k) Plans in Ohio

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

Summa Rehab Hospital Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Summa Rehab Hospital Retirement Plan, Total assets ($B): 0.004859815 · Participants: 236Summa Rehab Hospital Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Summa Rehab Hospital Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Summa Rehab Hospital Retirement Plan side-by-side with 3 peers →

Summa Rehab Hospital Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Valu Merchandisers Company Restated 41(K) Plan in KS ($5M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Summa Rehab Hospital Retirement Plan assets move in 2023? ▼
Summa Rehab Hospital Retirement Plan grew sharply - up 26.6% during 2023, from $4M to $5M. Reported net income was $1M.
How have Summa Rehab Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Rehab Hospital's sponsor-wide assets grew 45.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Summa Rehab Hospital Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valu Merchandisers Company Restated 41(K) Plan in KS ($5M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Summa Rehab Hospital Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cap Government Retirement Plan in FL (236 participants, N/A 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 271952573.

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.