401(k) · DOL Form 5500 · 2023

Summers-Taylor, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
592
Participants Below avg headcount
66th
Percentile by assets National rank
$23,826
Avg per participant Low balance/head
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Official DOL plan name: Summers-Taylor, Inc 401(k) Retirement Plan · Sponsored by Summers-Taylor, Inc · Tennessee · Construction

$14M in assets, 592 participants

Summers-Taylor, Inc's Summers-Taylor, Inc 401(k) Retirement Plan reported $14M in total assets and 592 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,836 in Construction (9,030 peers)

Summers-Taylor, Inc multi-year trail

Summers-Taylor, Inc's plans moved +23.3% in assets from 2022 to 2024; this filing shows Summers-Taylor, Inc 401(k) Retirement Plan at $14M / 592 participants.

#5,836
in Construction (9,030 peers)
+5.3%
assets growth YoY

Summers-Taylor, Inc 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Summers-Taylor, Inc 401(k) Retirement Plan vs every filed plan by assets

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

$14,104,703 Top 34% higher than 66% 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

Summers-Taylor, Inc 401(k) Retirement 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. Summers-Taylor, Inc 401(k) Retirement Plan sits mid-pack in the medium band (592 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summers-Taylor, Inc 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $718K in the plan year 2023 filing.
  • Summers-Taylor, Inc 401(k) Retirement Plan reported participants rose from 490 in the plan year 2022 filing to 592 in the plan year 2023 filing.
  • Summers-Taylor, Inc 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620458729 · Summers-Taylor, Inc PY 2023 · 401(k)

Summers-Taylor, Inc 401(k) Retirement Plan · $14M · 592 · 66th

  • BOOK $14M
  • BOOK 592
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Peer Foods Group, Inc. Profit Sharing and 401(k) Plan
  • BOOK ind #5836

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 Construction retirement plans → · Plans in Tennessee →

Summers-Taylor, Inc 401(k) Retirement Plan in the asset neighbourhood

Peer Foods Group, Inc. Profit Sharing and 401(k) PlanPeer Foods Group, Inc. Profi…$14MGrace Inspired Ministries 401(k) PlanGrace Inspired Ministries 40…$14MSummers-Taylor, Inc 401(k) Retirement PlanSummers-Taylor, Inc 401(k) R…$14MEl Proyecto Del Barrio 403(b)PlanEl Proyecto Del Barrio 403(b…$14MNew Road Schools of New Jersey, Inc. 401(k) Savings PlanNew Road Schools of New Jers…$14M
End-of-year total assets ($M) among Summers-Taylor, Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Summers-Taylor, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Summers-Taylor, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 23.33216782277153% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.4M $16.5M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 490 $13M
2023 1 592 $14M
2024 1 693 $17M

Summers-Taylor, Inc filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$718K
Employer EIN620458729
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Summers-Taylor, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Summers-Taylor, Inc 401(k) Retirement Plan, Total assets ($B): 0.014104703 · Participants: 592Summers-Taylor, Inc 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Summers-Taylor, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Summers-Taylor, Inc 401(k) Retirement Plan side-by-side with 3 peers →

Summers-Taylor, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Peer Foods Group, Inc. Profit Sharing and 401(k) Plan in IL ($14M); by covered participants it is Blessey Marine Services, Inc. 401(k) Plan in LA (592 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (592 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 Summers-Taylor, Inc 401(k) Retirement Plan assets move in 2023? ▼
Summers-Taylor, Inc 401(k) Retirement Plan grew at a solid clip - up 5.3% during 2023, from $13M to $14M. Reported net income was $718K.
How have Summers-Taylor, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summers-Taylor, Inc's sponsor-wide assets grew 23.3%, from $13M to $17M.
Which 401(k) plans are similar in size to Summers-Taylor, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peer Foods Group, Inc. Profit Sharing and 401(k) Plan in IL ($14M, 656 participants).
Which 401(k) plans cover a similar participant headcount to Summers-Taylor, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blessey Marine Services, Inc. 401(k) Plan in LA (592 participants, $59M 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 620458729.

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.