401(k) · DOL Form 5500 · 2023

Summerwood Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
2,559
Participants Above avg headcount
56th
Percentile by assets National rank
$3,484
Avg per participant Low balance/head
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Official DOL plan name: Summerwood Corporation 401(k) Plan · Sponsored by Summerwood Corporation · Pennsylvania · Food Services & Accommodation

$9M in assets, 2,559 participants

Summerwood Corporation's Summerwood Corporation 401(k) Plan reported $9M in total assets and 2,559 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,253 in Food Services & Accommodation (3,828 peers)

Coverage in Pennsylvania

Summerwood Corporation 401(k) Plan covers 2,559 participants in Pennsylvania, 3.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $9M.

#3,253
in Food Services & Accommodation (3,828 peers)
+29.3%
assets growth YoY

Summerwood Corporation 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Summerwood Corporation 401(k) Plan vs every filed plan by assets

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

$8,915,266 Top 44% higher than 56% 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

Summerwood Corporation 401(k) 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. Summerwood Corporation 401(k) Plan lands in the large band (2,559 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summerwood Corporation 401(k) Plan reported net income rose from -$654K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Summerwood Corporation 401(k) Plan reported participants rose from 1,451 in the plan year 2022 filing to 2,559 in the plan year 2023 filing.
  • Summerwood Corporation 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232763261 · Summerwood Corporation PY 2023 · 401(k)

Summerwood Corporation 401(k) Plan · $9M · 2,559 · 56th

  • IND $9M
  • IND 2,559
  • IND 56th
  • IND 401(k)
  • IND near Mikros Engineering Profit Sharing 401(k) Plan
  • IND ind #3253

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

Summerwood Corporation 401(k) Plan in the asset neighbourhood

Summerwood Corporation 401(k) PlanSummerwood Corporation 401(k…$9MMikros Engineering Profit Sharing 401(k) PlanMikros Engineering Profit Sh…$9M403(b) Thrift Plan for Employees of San Diego Youth Services403(b) Thrift Plan for Emplo…$9MPreston Automotive Group 401(k) PlanPreston Automotive Group 401…$9MSbs Creatix LLC 401(k) Retirement PlanSbs Creatix LLC 401(k) Retir…$9M
End-of-year total assets ($M) among Summerwood Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN232763261
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summerwood Corporation)

Sponsor-wide plan assets over time

All Summerwood Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.05464716319002% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.89M $9.45M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 1,451 $7M
2023 1 2,559 $9M
2024 1 2,911 $9M

Nearby 401(k) Plans in Pennsylvania

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

Summerwood Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Summerwood Corporation 401(k) Plan, Total assets ($B): 0.008915266 · Participants: 2559Summerwood Corporation 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Summerwood Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Summerwood Corporation 401(k) Plan side-by-side with 3 peers →

Summerwood Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mikros Engineering Profit Sharing 401(k) Plan in MN ($9M); by covered participants it is Herschend Family Entertainment Profit Sharing & 401(k) Plan in MO (2,560 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,559 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 Summerwood Corporation 401(k) Plan assets move in 2023? ▼
Summerwood Corporation 401(k) Plan grew sharply - up 29.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have Summerwood Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summerwood Corporation's sponsor-wide assets grew 37.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Summerwood Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mikros Engineering Profit Sharing 401(k) Plan in MN ($9M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Summerwood Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herschend Family Entertainment Profit Sharing & 401(k) Plan in MO (2,560 participants, $136M 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 232763261.

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.