401(k) · DOL Form 5500 · 2023

Summit Management Consulting, L. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
163
Participants Small participant base
42nd
Percentile by assets National rank
$26,886
Avg per participant Low balance/head
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Official DOL plan name: Summit Management Consulting, L.L.C. Employees Savings Plan · Sponsored by Summit Management Consulting, L. · Michigan · Educational Services

$4M in assets, 163 participants

Summit Management Consulting, L.'s Summit Management Consulting, L.L.C. Employees Savings Plan reported $4M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,038 in Educational Services (3,735 peers)

Coverage in Michigan

Summit Management Consulting, L.L.C. Employees Savings Plan covers 163 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $4M.

#1,038
in Educational Services (3,735 peers)
+13.6%
assets growth YoY

Summit Management Consulting, L.L.C. Employees Savings Plan's mid-pack asset rank among Educational Services and all filers

Summit Management Consulting, L.L.C. Employees Savings Plan vs every filed plan by assets

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

$4,382,427 42nd percentile higher than 42% 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

Summit Management Consulting, L.L.C. Employees 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. Summit Management Consulting, L.L.C. Employees Savings Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summit Management Consulting, L.L.C. Employees Savings Plan reported participants rose from 141 in the plan year 2022 filing to 163 in the plan year 2023 filing.
  • Summit Management Consulting, L.L.C. Employees Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 710878314 · Summit Management Consulting, L. PY 2023 · 401(k)

Summit Management Consulting, L.L.C. Employees Savings Plan · $4M · 163 · 42nd

  • EOY $4M
  • 5500 163
  • ASSETS 42nd
  • PCT 401(k)
  • EIN near Coastline Resources, Inc. 401(k) Plan
  • RANK ind #1038

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 Educational Services retirement plans → · Plans in Michigan →

Summit Management Consulting, L.L.C. Employees Savings Plan in the asset neighbourhood

Summit Management Consulting, L.L.C. Employees Savings PlanSummit Management Consulting…$4MCoastline Resources, Inc. 401(k) PlanCoastline Resources, Inc. 40…$4MPerform Air International, Inc. 401(k) Profit Sharing PlanPerform Air International, I…$4MSignature Wealth Management Gr 401(k) Profit Sharing Plan & TrustSignature Wealth Management …$4MBuske Lines, Inc. Employee Retirement PlanBuske Lines, Inc. Employee R…$4M
End-of-year total assets ($M) among Summit Management Consulting, L.L.C. Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$524K
Employer EIN710878314
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Management Consulting, L.)

Sponsor-wide plan assets over time

All Summit Management Consulting, L. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.67296288002256% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.86M $5.43M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 141 $4M
2023 1 163 $4M
2024 1 192 $5M

Nearby 401(k) Plans in Michigan

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

Summit Management Consulting, L.L.C. Employees Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Summit Management Consulting, L.L.C. Employees Savings Plan, Total assets ($B): 0.004382427 · Participants: 163Summit Management Consulting, L.L.C. Employees Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Summit Management Consulting, L.L.C. Employees Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Summit Management Consulting, L.L.C. Employees Savings Plan side-by-side with 3 peers →

Summit Management Consulting, L.L.C. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Coastline Resources, Inc. 401(k) Plan in CA ($4M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Summit Management Consulting, L.L.C. Employees Savings Plan assets move in 2023? ▼
Summit Management Consulting, L.L.C. Employees Savings Plan grew at a solid clip - up 13.6% during 2023, from $4M to $4M. Reported net income was $524K.
How have Summit Management Consulting, L. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Management Consulting, L.'s sponsor-wide assets grew 40.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Summit Management Consulting, L.L.C. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastline Resources, Inc. 401(k) Plan in CA ($4M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Summit Management Consulting, L.L.C. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 710878314.

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.