401(k) · DOL Form 5500 · 2023

Summa Energy Corp 401(k) Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$122,923
Avg per participant Near avg balance/head
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Official DOL plan name: Summa Energy Corp 401(k) Trust · Sponsored by Summa Energy Corp · New Jersey · Retail Trade

$369K in assets, 3 participants

Summa Energy Corp's Summa Energy Corp 401(k) Trust reported $369K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,100 in Retail Trade (8,414 peers)

Summa Energy Corp multi-year trail

Summa Energy Corp's plans moved +58.9% in assets from 2022 to 2024; this filing shows Summa Energy Corp 401(k) Trust at $369K / 3 participants.

#2,100
in Retail Trade (8,414 peers)
+2.4%
assets growth YoY

Summa Energy Corp 401(k) Trust among the smaller filed plans by assets

Summa Energy Corp 401(k) Trust vs every filed plan by assets

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

$368,769 15th percentile higher than 15% 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 Energy Corp 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summa Energy Corp 401(k) Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summa Energy Corp 401(k) Trust reported net income fell from $292K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Summa Energy Corp 401(k) Trust end-of-year assets fell from $783K in the plan year 2022 filing to $369K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823086607 · Summa Energy Corp PY 2023 · 401(k)

Summa Energy Corp 401(k) Trust · $369K · 3 · 15th

  • BOOK $369K
  • BOOK 3
  • BOOK 15th
  • BOOK 401(k)
  • BOOK near Properties 276 Inc 401(k) Trust
  • BOOK ind #2100

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 Retail Trade retirement plans → · Plans in New Jersey →

Summa Energy Corp 401(k) Trust in the asset neighbourhood

Summa Energy Corp 401(k) TrustSumma Energy Corp 401(k) Tru…$369KProperties 276 Inc 401(k) TrustProperties 276 Inc 401(k) Tr…$369KAcclaim Professional Healthcar 401(k) Profit Sharing Plan & TrustAcclaim Professional Healthc…$369KPlantation Bay Country Club 401(k) Savings PlanPlantation Bay Country Club …$369KCopair, Inc. 401(k) Profit Sharing PlanCopair, Inc. 401(k) Profit S…$369K
End-of-year total assets ($M) among Summa Energy Corp 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Summa Energy Corp multi-year asset trail

Sponsor-wide plan assets over time

All Summa Energy Corp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 58.91670605065846% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.78M $1.24M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 3 $783K
2023 4 12 $2M
2024 1 6 $1M

Summa Energy Corp filing trail (2023)

Total Assets (Beginning of Year)$360K
Net Assets (End of Year)$369K
Net Income$9K
Employer EIN823086607
Plan Effective Date2017-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Summa Energy Corp 401(k) Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Summa Energy Corp 401(k) Trust, Total assets ($B): 0.000368769 · Participants: 3Summa Energy Corp 401(k) TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Summa Energy Corp 401(k) Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Summa Energy Corp 401(k) Trust side-by-side with 3 peers →

Summa Energy Corp 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Properties 276 Inc 401(k) Trust in FL ($369K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Energy Corp 401(k) Trust assets move in 2023? ▼
Summa Energy Corp 401(k) Trust edged up modestly - up 2.4% during 2023, from $360K to $369K. Reported net income was $9K.
How have Summa Energy Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Energy Corp's sponsor-wide assets grew 58.9%, from $783K to $1M.
Where does Summa Energy Corp 401(k) Trust rank by assets among Form 5500 filers? ▼
Summa Energy Corp 401(k) Trust ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Summa Energy Corp 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Properties 276 Inc 401(k) Trust in FL ($369K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Summa Energy Corp 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 823086607.

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.