401(k) · DOL Form 5500 · 2023

Summit Early Learning, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
238
Participants Below avg headcount
43rd
Percentile by assets National rank
$20,106
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. · Sponsored by Summit Early Learning, Inc. · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 238 participants

Summit Early Learning, Inc.'s 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. reported $5M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,343 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

403(b) Thrift Plan for Employees of Summit Early Learning, Inc. covers 238 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#8,343
in Healthcare & Social Assistance (17,684 peers)
+11.0%
assets growth YoY

403(b) Thrift Plan for Employees of Summit Early Learning, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Summit Early Learning, Inc. vs every filed plan by assets

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

$4,785,216 43rd percentile higher than 43% 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

403(b) Thrift Plan for Employees of Summit Early Learning, Inc. 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. 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. reported net income rose from $64K in the plan year 2022 filing to $473K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. reported participants rose from 108 in the plan year 2022 filing to 238 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231706558 · Summit Early Learning, Inc. PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Summit Early Learning, Inc. · $5M · 238 · 43rd

  • EOY $5M
  • 5500 238
  • ASSETS 43rd
  • PCT 401(k)
  • EIN near Dfa of California 401(k) Plan
  • RANK ind #8343

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 Pennsylvania →

403(b) Thrift Plan for Employees of Summit Early Learning, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Summit Early Learning, Inc.403(b) Thrift Plan for Emplo…$5MDfa of California 401(k) Plan$5MTeam Wireless 401(k) Plan$5MUniversity Club of Boston 401(k) PlanUniversity Club of Boston 40…$5MWright Investments, Inc. Retirement PlanWright Investments, Inc. Ret…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$473K
Employer EIN231706558
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Early Learning, Inc.)

Sponsor-wide plan assets over time

All Summit Early Learning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.596468694703066% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.31M $5.07M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 108 $4M
2023 1 238 $5M
2024 1 247 $5M

Nearby 401(k) Plans in Pennsylvania

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

403(b) Thrift Plan for Employees of Summit Early Learning, Inc. vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Summit Early Learning, Inc., Total assets ($B): 0.004785216 · Participants: 238403(b) Thrift Plan for Employees of Summit Early Learning, Inc.Comcast 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
403(b) Thrift Plan for Employees of Summit Early Learning, Inc. vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Summit Early Learning, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dfa of California 401(k) Plan in CA ($5M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (238 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 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Summit Early Learning, Inc. grew at a solid clip - up 11.0% during 2023, from $4M to $5M. Reported net income was $473K.
How have Summit Early Learning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Early Learning, Inc.'s sponsor-wide assets grew 17.6%, from $4M to $5M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Summit Early Learning, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Dfa of California 401(k) Plan in CA ($5M, 145 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Summit Early Learning, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 231706558.

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.