401(k) · DOL Form 5500 · 2023

Summa Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
462
Participants Below avg headcount
61st
Percentile by assets National rank
$24,168
Avg per participant Low balance/head
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Official DOL plan name: Summa Group Retirement Savings Plan · Sponsored by Summa Group, LLC · Texas · Professional & Technical Services

$11M in assets, 462 participants

Summa Group, LLC's Summa Group Retirement Savings Plan reported $11M in total assets and 462 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,164 in Professional & Technical Services (20,321 peers)

Summa Group, LLC multi-year trail

Summa Group, LLC's plans moved +22.0% in assets from 2022 to 2024; this filing shows Summa Group Retirement Savings Plan at $11M / 462 participants.

#12,164
in Professional & Technical Services (20,321 peers)
+15.6%
assets growth YoY

Summa Group Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Summa Group Retirement Savings Plan vs every filed plan by assets

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

$11,165,479 Top 39% higher than 61% 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 Group Retirement 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. Summa Group Retirement Savings Plan sits mid-pack in the medium band (462 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summa Group Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Summa Group Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Summa Group Retirement Savings Plan reported participants fell from 538 in the plan year 2022 filing to 462 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264289689 · Summa Group, LLC PY 2023 · 401(k)

Summa Group Retirement Savings Plan · $11M · 462 · 61st

  • VS-ST $11M
  • VS-ST 462
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near Davis & Company 401(k) Plan
  • VS-ST ind #12164

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 Professional & Technical Services retirement plans → · Plans in Texas →

Summa Group Retirement Savings Plan in the asset neighbourhood

Summa Group Retirement Savings PlanSumma Group Retirement Savin…$11MDavis & Company 401(k) Plan$11MFlorence Crittenton Services 403(b) PlanFlorence Crittenton Services…$11MSouthwest Florida Enterprises 401(k) PlanSouthwest Florida Enterprise…$11MCalifornia Northstate University LLC 401(k) Profit Sharing PlanCalifornia Northstate Univer…$11M
End-of-year total assets ($M) among Summa Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Summa Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Summa Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.020244247442758% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.66M $11.8M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 538 $10M
2023 1 462 $11M
2024 1 197 $12M

Summa Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN264289689
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Summa Group Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Summa Group Retirement Savings Plan, Total assets ($B): 0.011165479 · Participants: 462Summa Group Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Summa Group Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Summa Group Retirement Savings Plan side-by-side with 3 peers →

Summa Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Davis & Company 401(k) Plan in NJ ($11M); by covered participants it is Prp Logistics 401(k) Plan in FL (462 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (462 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 Group Retirement Savings Plan assets move in 2023? ▼
Summa Group Retirement Savings Plan grew sharply - up 15.6% during 2023, from $10M to $11M. Reported net income was $2M.
How have Summa Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Group, LLC's sponsor-wide assets grew 22.0%, from $10M to $12M.
Which 401(k) plans are similar in size to Summa Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis & Company 401(k) Plan in NJ ($11M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Summa Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prp Logistics 401(k) Plan in FL (462 participants, $1M 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 264289689.

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.