401(k) · DOL Form 5500 · 2023
Summit Healthcare Management LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 3,638
- Participants Above avg headcount
- 67th
- Percentile by assets National rank
- $4,180
- Avg per participant Low balance/head
Official DOL plan name: Summit Healthcare Management LLC · Sponsored by Summit Healthcare Management LLC · Tennessee · Healthcare & Social Assistance
$15M in assets, 3,638 participants
Summit Healthcare Management LLC's Summit Healthcare Management LLC reported $15M in total assets and 3,638 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #12,810 in Healthcare & Social Assistance (17,684 peers)
Coverage in Tennessee
Summit Healthcare Management LLC covers 3,638 participants in Tennessee, 3.2x the typical Tennessee plan (state average ~1,126 per filing). Assets: $15M.
- #12,810
- in Healthcare & Social Assistance (17,684 peers)
- +63.8%
- assets growth YoY
Summit Healthcare Management LLC's outsized position by total assets
Summit Healthcare Management LLC vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,208,084 Top 33% higher than 67% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Summit Healthcare Management LLC'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. Summit Healthcare Management LLC lands in the large band (3,638 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Summit Healthcare Management LLC reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Summit Healthcare Management LLC end-of-year assets rose from $9M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Summit Healthcare Management LLC reported participants rose from 3,204 in the plan year 2022 filing to 3,638 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 462684904 · Summit Healthcare Management LLC PY 2023 · 401(k)
Summit Healthcare Management LLC · $15M · 3,638 · 67th
- VS-ST $15M
- BOY 3,638
- SCH 67th
- EBSA 401(k)
- PART near Swope Medical Group Inc Profit Sharing 401(k) Plan
- TYPE ind #12810
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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →
Summit Healthcare Management LLC in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $6M |
| Employer EIN | 462684904 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Healthcare Management LLC)
Sponsor-wide plan assets over time
All Summit Healthcare Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 154.54775053516633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,204 | $9M |
| 2023 | 1 | 3,638 | $15M |
| 2024 | 1 | 4,184 | $24M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Summit Healthcare Management LLC's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Swope Medical Group Inc Profit Sharing 401(k) Plan in CA ($15M); by covered participants it is Hospitality Staffing 401(k) Plan in IL (3,638 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,638 participants); asset peers above are excluded.
- Hospitality Staffing 401(k) Plan (IL) 3,638 · 0 off
- Rosen's Diversified 401(k) Retirement Plan (MN) 3,637 · 1 off
- Eden Home Services 401(k) Plan (WA) 3,636 · 2 off
- Reece USA 401(k) Plan (TX) 3,635 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.