401(k) · DOL Form 5500 · 2024
Summit Design & Engineering Services,PLLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 427
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $56,723
- Avg per participant Low balance/head
Official DOL plan name: Summit Design & Engineering Services, PLLC Employees Savings Trust · Sponsored by Summit Design & Engineering Services,PLLC · North Carolina · Professional & Technical Services
$24M in assets, 427 participants
Summit Design & Engineering Services,PLLC's Summit Design & Engineering Services, PLLC Employees Savings Trust reported $24M in total assets and 427 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #14,818 in Professional & Technical Services (20,173 peers)
Summit Design & Engineering Services,PLLC multi-year trail
Summit Design & Engineering Services,PLLC's plans moved +53.9% in assets from 2022 to 2024; this filing shows Summit Design & Engineering Services, PLLC Employees Savings Trust at $24M / 427 participants.
- #14,818
- in Professional & Technical Services (20,173 peers)
- +21.1%
- assets growth YoY
Summit Design & Engineering Services, PLLC Employees Savings Trust's outsized position by total assets
Summit Design & Engineering Services, PLLC Employees Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,220,792 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Summit Design & Engineering Services, PLLC Employees Savings Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Design & Engineering Services, PLLC Employees Savings Trust sits mid-pack in the medium band (427 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Summit Design & Engineering Services, PLLC Employees Savings Trust end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Summit Design & Engineering Services, PLLC Employees Savings Trust reported participants rose from 422 in the plan year 2023 filing to 427 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 300236228 · Summit Design & Engineering Services,PLLC PY 2024 · 401(k)
Summit Design & Engineering Services, PLLC Employees Savings Trust · $24M · 427 · 74th
- SCH $24M
- EBSA 427
- PART 74th
- TYPE 401(k)
- NET near Tata Technologies, Inc. 401(k) Ps Plan
- BOOK ind #14818
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 North Carolina →
Summit Design & Engineering Services, PLLC Employees Savings Trust in the asset neighbourhood
Summit Design & Engineering Services,PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Summit Design & Engineering Services,PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 53.85608091828369% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 380 | $16M |
| 2023 | 1 | 422 | $20M |
| 2024 | 1 | 427 | $24M |
Summit Design & Engineering Services,PLLC filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 300236228 |
| Plan Effective Date | 2004-04-03 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Summit Design & Engineering Services, PLLC Employees Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Tata Technologies, Inc. 401(k) Ps Plan in MI ($24M); by covered participants it is Disability Mgmt Services, Inc 401(k) Retirement Plan in MA (427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Tata Technologies, Inc. 401(k) Ps Plan (MI) $24M · 315
- Next Level 401(k) Plan (TX) $24M · 774
- Liberty Hill Equity Partners 401(k) Profit Sharing Plan (OH) $24M · 216
- Child Mind Institute, Inc. 401(k) Plan & Trust (NY) $24M · 349
Similar participant headcount
Nearest other-state filings by covered participants (427 participants); asset peers above are excluded.
- Disability Mgmt Services, Inc 401(k) Retirement Plan (MA) 427 · 0 off
- Geoengineers, Inc. 401(k) Profit Sharing Plan (WA) 427 · 0 off
- Nath Companies 401(k) Plan (MN) 427 · 0 off
- Physician Partners of America 401(k) Plan (FL) 427 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.