401(k) · DOL Form 5500 · 2023

Summerville, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 4
Participants Small participant base: 51st
Percentile by assets National rank: $1.7M
Avg per participant High balance/head

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Official DOL plan name: Summerville, Inc. 401(k) Plan · Sponsored by Summerville, Inc. · Wisconsin · Food Services & Accommodation

$7M in assets, 4 participants

Summerville, Inc.'s Summerville, Inc. 401(k) Plan reported $7M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#3,127 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Summerville, Inc. 401(k) Plan ranks #3,127 of 3,828 2023 filers by assets (285% of the sector average)-$7M for 4 participants.

#3,127
in Food Services & Accommodation (3,828 peers): +7.5%
assets growth YoY

Summerville, Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Summerville, Inc. 401(k) Plan vs every filed plan by assets

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

$6,866,453 Top 49% higher than 51% 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

Summerville, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summerville, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Summerville, Inc. 401(k) Plan reported net income rose from -$197K in the plan year 2022 filing to $479K in the plan year 2023 filing.
Summerville, Inc. 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
Summerville, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 853295146 · Summerville, Inc. PY 2023 · 401(k)

Summerville, Inc. 401(k) Plan · $7M · 4 · 51st

PCT $7M
EIN 4
RANK 51st
PHOTO 401(k)
IND near Adventurous Journeys LLC 401(k) Plan
EOY ind #3127

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Summerville, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$479K
Employer EIN	853295146
Plan Effective Date	2020-10-02
Filing Status	FILING RECEIVED

Sponsor Plan History (Summerville, Inc.)

Latest sponsor-wide plan assets: $7M 5.606407018122876% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$6M
2023	1	4	$7M
2024	1	6	$7M

Nearby 401(k) Plans in Wisconsin

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

Summerville, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Summerville, Inc. 401(k) Plan side-by-side with 3 peers →

Summerville, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Adventurous Journeys LLC 401(k) Plan in TN ($7M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Adventurous Journeys LLC 401(k) Plan (TN) $7M · 132
Jaguar Transport Holdings 401(k) Plan (MO) $7M · 266
The Better Business Bureau, Inc. 401(k) Savings Plan (AZ) $7M · 130
Merrell Bros. Retirement Savings Plan (IN) $7M · 166

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 Summerville, Inc. 401(k) Plan assets move in 2023? ▼

Summerville, Inc. 401(k) Plan grew at a solid clip - up 7.5% during 2023, from $6M to $7M. Reported net income was $479K.

How have Summerville, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Summerville, Inc.'s sponsor-wide assets grew 5.6%, from $6M to $7M.

Which 401(k) plans are similar in size to Summerville, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Adventurous Journeys LLC 401(k) Plan in TN ($7M, 132 participants).

Which 401(k) plans cover a similar participant headcount to Summerville, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 853295146.