Profit Sharing · DOL Form 5500 · 2023

Summit Speech School Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
81
Participants Small participant base
32nd
Percentile by assets National rank
$27,065
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summit Speech School Pension Plan · Sponsored by Summit Speech School · New Jersey · Educational Services

$2M in assets, 81 participants

Summit Speech School's Summit Speech School Pension Plan reported $2M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #760 in Educational Services (3,735 peers)

2023 asset change

Summit Speech School Pension Plan grew at a solid clip 11.6% in 2023 ($2M → $2M) for 81 participants.

#760
in Educational Services (3,735 peers)
+11.6%
assets growth YoY

Summit Speech School Pension Plan among the smaller filed plans by assets

Summit Speech School Pension Plan vs every filed plan by assets

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

$2,192,262 32nd percentile higher than 32% 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

Summit Speech School Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Speech School Pension Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summit Speech School Pension Plan reported net income rose from $203K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Summit Speech School Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Summit Speech School Pension Plan reported participants rose from 78 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221829502 · Summit Speech School PY 2023 · Profit Sharing

Summit Speech School Pension Plan · $2M · 81 · 32nd

  • EIN $2M
  • EIN 81
  • EIN 32nd
  • EIN Profit Sharing
  • EIN near James a. Rodriguez Colom Retirement Plan
  • EIN ind #760

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 Educational Services retirement plans → · Plans in New Jersey →

Summit Speech School Pension Plan in the asset neighbourhood

Summit Speech School Pension PlanSummit Speech School Pension…$2MJames a. Rodriguez Colom Retirement PlanJames a. Rodriguez Colom Ret…$2MHart United, Inc. Profit Sharing PlanHart United, Inc. Profit Sha…$2MRottman, Kingston & Neuvirth, P.C. Employees Profit Sharing PlanRottman, Kingston & Neuvirth…$2MP/S Plan of Dynamic Door Service, Inc.P/S Plan of Dynamic Door Ser…$2M
End-of-year total assets ($M) among Summit Speech School Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Summit Speech School years around the 2023 move

Sponsor-wide plan assets over time

All Summit Speech School plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.65652028275617% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $1.96M $2.11M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 78 $2M
2023 1 81 $2M
2024 1 85 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$228K
Employer EIN221829502
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Summit Speech School Pension Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Summit Speech School Pension Plan, Total assets ($B): 0.002192262 · Participants: 81Summit Speech School Pension PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Summit Speech School Pension Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Summit Speech School Pension Plan side-by-side with 3 peers →

Summit Speech School Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is James a. Rodriguez Colom Retirement Plan in PR ($2M); by covered participants it is Savio House Retirement Plan in CO (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Summit Speech School Pension Plan assets move in 2023? ▼
Summit Speech School Pension Plan grew at a solid clip - up 11.6% during 2023, from $2M to $2M. Reported net income was $228K.
How have Summit Speech School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Speech School's sponsor-wide assets grew 7.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Summit Speech School Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James a. Rodriguez Colom Retirement Plan in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Summit Speech School Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Savio House Retirement Plan in CO (81 participants, $7M 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 221829502.

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.