401(k) · DOL Form 5500 · 2023

1st Summit Bancorp 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
243
Participants Below avg headcount
76th
Percentile by assets National rank
$100,317
Avg per participant Below avg balance/head
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Official DOL plan name: 1st Summit Bancorp Capital Accumulation Plan · Sponsored by 1st Summit Bancorp · Pennsylvania · Finance & Insurance

$24M in assets, 243 participants

1st Summit Bancorp's 1st Summit Bancorp Capital Accumulation Plan reported $24M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,656 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

1st Summit Bancorp Capital Accumulation Plan covers 243 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#5,656
in Finance & Insurance (8,869 peers)
-9.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

1st Summit Bancorp Capital Accumulation Plan's outsized position by total assets

1st Summit Bancorp Capital Accumulation Plan vs every filed plan by assets

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

$24,377,033 Top 24% higher than 76% 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

1st Summit Bancorp Capital Accumulation 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. 1st Summit Bancorp Capital Accumulation Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 1st Summit Bancorp Capital Accumulation Plan reported net income fell from -$572K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • 1st Summit Bancorp Capital Accumulation Plan end-of-year assets fell from $27M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • 1st Summit Bancorp Capital Accumulation Plan reported participants fell from 248 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251619855 · 1st Summit Bancorp PY 2023 · 401(k)

1st Summit Bancorp Capital Accumulation Plan · $24M · 243 · 76th

  • IND $24M
  • EOY 243
  • 5500 76th
  • ASSETS 401(k)
  • PCT near John Mourier Construction Inc Profit Sharing Plan
  • EIN ind #5656

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

1st Summit Bancorp Capital Accumulation Plan in the asset neighbourhood

1st Summit Bancorp Capital Accumulation Plan1st Summit Bancorp Capital A…$24MJohn Mourier Construction Inc Profit Sharing PlanJohn Mourier Construction In…$24MMartin K. Eby Construction Co.,Inc. 401(k) Savings PlanMartin K. Eby Construction C…$24MSamuel Engineering, Inc. 401(k) Savings PlanSamuel Engineering, Inc. 401…$24MParamedic Services of Illinois, Inc. Employees' Retirement Plan and TrustParamedic Services of Illino…$24M
End-of-year total assets ($M) among 1st Summit Bancorp Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN251619855
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (1st Summit Bancorp)

Sponsor-wide plan assets over time

All 1st Summit Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$24M 10.09187735875368% vs 2022
2024 filing year
$23M$24M$25M$26M$27M$28M 202220232024 $26.9M $24.2M ▼ -10.1%
Year Plans Participants Total Assets
2022 1 248 $27M
2023 1 243 $24M
2024 1 230 $24M

Nearby 401(k) Plans in Pennsylvania

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

1st Summit Bancorp Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants 1st Summit Bancorp Capital Accumulation Plan, Total assets ($B): 0.024377033 · Participants: 2431st Summit Bancorp Capital Accumulation 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
1st Summit Bancorp Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare 1st Summit Bancorp Capital Accumulation Plan side-by-side with 3 peers →

1st Summit Bancorp Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is John Mourier Construction Inc Profit Sharing Plan in CA ($24M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 1st Summit Bancorp Capital Accumulation Plan assets move in 2023? ▼
1st Summit Bancorp Capital Accumulation Plan pulled back noticeably - down 9.5% during 2023, from $27M to $24M. Reported net income was -$3M.
How have 1st Summit Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1st Summit Bancorp's sponsor-wide assets declined 10.1%, from $27M to $24M.
Where does 1st Summit Bancorp Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
1st Summit Bancorp Capital Accumulation Plan ranks in the 76th 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 1st Summit Bancorp Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Mourier Construction Inc Profit Sharing Plan in CA ($24M, 174 participants).
Which 401(k) plans cover a similar participant headcount to 1st Summit Bancorp Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 251619855.

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.