401(k) · DOL Form 5500 · 2023

Summa Health 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
316
Participants Below avg headcount
87th
Percentile by assets National rank
$182,428
Avg per participant Above avg balance/head
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Official DOL plan name: Summa Health 401(k) Retirement Savings Plan · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance

$58M in assets, 316 participants

Summa Health's Summa Health 401(k) Retirement Savings Plan reported $58M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,729 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Summa Health 401(k) Retirement Savings Plan covers 316 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $58M.

#15,729
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Summa Health 401(k) Retirement Savings Plan's outsized position by total assets

Summa Health 401(k) Retirement Savings Plan vs every filed plan by assets

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

$57,647,163 Top 13% higher than 87% 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 Health 401(k) Retirement Savings 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 Health 401(k) Retirement Savings Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summa Health 401(k) Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Summa Health 401(k) Retirement Savings Plan end-of-year assets rose from $49M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Summa Health 401(k) Retirement Savings Plan reported participants rose from 312 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461145832 · Summa Health PY 2023 · 401(k)

Summa Health 401(k) Retirement Savings Plan · $58M · 316 · 87th

  • PHOTO $58M
  • IND 316
  • EOY 87th
  • 5500 401(k)
  • ASSETS near Aurora Co-Op Elevator Company Salary Savings Plan
  • PCT ind #15729

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 Health 401(k) Retirement Savings Plan in the asset neighbourhood

Fluence Savings Plan$58MSumma Health 401(k) Retirement Savings PlanSumma Health 401(k) Retireme…$58MAurora Co-Op Elevator Company Salary Savings PlanAurora Co-Op Elevator Compan…$58MEcontrols, LLC 401(k) Profit Sharing PlanEcontrols, LLC 401(k) Profit…$58MNor-Cal Beverage Co., Inc. Employee Retirement PlaNor-Cal Beverage Co., Inc. E…$58M
End-of-year total assets ($M) among Summa Health 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$58M
Net Income$9M
Employer EIN461145832
Plan Effective Date1994-03-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Summa Health)

Sponsor-wide plan assets over time

All Summa Health plans reported in each filing year

Latest sponsor-wide plan assets
$62M 28.69766952343264% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.5M $62.4M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 312 $49M
2023 1 316 $58M
2024 1 336 $62M

Nearby 401(k) Plans in Ohio

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

Summa Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Summa Health 401(k) Retirement Savings Plan, Total assets ($B): 0.057647163 · Participants: 316Summa Health 401(k) Retirement Savings 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 Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Summa Health 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Aurora Co-Op Elevator Company Salary Savings Plan in NE ($58M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Health 401(k) Retirement Savings Plan assets move in 2023? ▼
Summa Health 401(k) Retirement Savings Plan grew sharply - up 18.8% during 2023, from $49M to $58M. Reported net income was $9M.
How have Summa Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Health's sponsor-wide assets grew 28.7%, from $49M to $62M.
Where does Summa Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Summa Health 401(k) Retirement Savings Plan ranks in the 87th 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 Summa Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aurora Co-Op Elevator Company Salary Savings Plan in NE ($58M, 601 participants).
Which 401(k) plans cover a similar participant headcount to Summa Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M 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 461145832.

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.