401(k) · DOL Form 5500 · 2024

Summer Dawn Wellness, Inc. 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$1,802
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan · Sponsored by Summer Dawn Wellness, Inc. · Ohio · Healthcare & Social Assistance

$4K in assets, 2 participants

Summer Dawn Wellness, Inc.'s Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan reported $4K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #113 in Healthcare & Social Assistance (16,916 peers)

Summer Dawn Wellness, Inc. multi-year trail

Summer Dawn Wellness, Inc.'s plans moved -98.4% in assets from 2023 to 2024; this filing shows Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan at $4K / 2 participants.

#113
in Healthcare & Social Assistance (16,916 peers)
-98.4%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,604 1st percentile higher than 1% of 123,620 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 2024

Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan reported net income fell from $221K in the plan year 2023 filing to -$218K in the plan year 2024 filing.
  • Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $221K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 922494586 · Summer Dawn Wellness, Inc. PY 2024 · 401(k)

Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan · $4K · 2 · 1st

  • PART $4K
  • PART 2
  • PART 1st
  • PART 401(k)
  • PART near Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan
  • PART ind #113

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 Ohio →

Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Summer Dawn Wellness, Inc. 401(k) Profit Sharing PlanSummer Dawn Wellness, Inc. 4…$4KTaylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing PlanTaylor Retina Center P.a. 40…$4KInfinity B Corporation 401(k) TrustInfinity B Corporation 401(k…$4KArcusspade 401(k)$4KDesert Safari / Add Ventures, Inc. 401(k) PlanDesert Safari / Add Ventures…$4K
End-of-year total assets ($M) among Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Summer Dawn Wellness, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Summer Dawn Wellness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 98.37078626288928% vs 2023
2024 filing year
$0M$0.1M$0.2M$0.3M 20232024 $0.22M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 2 $221K
2024 1 2 $4K

Summer Dawn Wellness, Inc. filing trail (2024)

Total Assets (Beginning of Year)$221K
Net Assets (End of Year)$4K
Net Income-$218K
Employer EIN922494586
Plan Effective Date2023-02-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000003604 · Participants: 2Summer Dawn Wellness, Inc. 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan in NC ($4K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan contracted severely - down 98.4% during 2024, from $221K to $4K. Reported net income was -$218K.
How have Summer Dawn Wellness, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Summer Dawn Wellness, Inc.'s sponsor-wide assets declined 98.4%, from $221K to $4K.
Where does Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan in NC ($4K, 37 participants).
Which 401(k) plans cover a similar participant headcount to Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 922494586.

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.