401(k) · DOL Form 5500 · 2024

Summa Health 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
336
Participants Below avg headcount
86th
Percentile by assets National rank
$185,789
Avg per participant Above avg balance/head
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Official DOL plan name: Summa Health 401(k) Retirement Savings Plan · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance

$62M in assets, 336 participants

Summa Health's Summa Health 401(k) Retirement Savings Plan reported $62M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,958 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Summa Health 401(k) Retirement Savings Plan covers 336 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $62M.

#14,958
in Healthcare & Social Assistance (16,916 peers)
+8.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Summa Health 401(k) Retirement Savings Plan's outsized position by total assets

Summa Health 401(k) Retirement Savings Plan vs every filed plan by assets

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

$62,425,210 Top 14% higher than 86% 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

Summa Health 401(k) Retirement Savings Plan 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. Summa Health 401(k) Retirement Savings Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summa Health 401(k) Retirement Savings Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Summa Health 401(k) Retirement Savings Plan end-of-year assets rose from $58M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Summa Health 401(k) Retirement Savings Plan reported participants rose from 316 in the plan year 2023 filing to 336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461145832 · Summa Health PY 2024 · 401(k)

Summa Health 401(k) Retirement Savings Plan · $62M · 336 · 86th

  • BOY $62M
  • BOY 336
  • BOY 86th
  • BOY 401(k)
  • BOY near Echo Group, Inc. 401(k) Profit Sharing Plan
  • BOY ind #14958

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 →

Summa Health 401(k) Retirement Savings Plan in the asset neighbourhood

Echo Group, Inc. 401(k) Profit Sharing PlanEcho Group, Inc. 401(k) Prof…$62MSumma Health 401(k) Retirement Savings PlanSumma Health 401(k) Retireme…$62MContinuing Life 401(k) Plan$62MHertz Associates Ltd. Profit Sharing PlanHertz Associates Ltd. Profit…$62MCvp Retirement Savings Plan$62M
End-of-year total assets ($M) among Summa Health 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$62M
Net Income$5M
Employer EIN461145832
Plan Effective Date1994-03-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Summa Health)

Sponsor-wide plan assets over time

All Summa Health plans reported in each filing year

Latest sponsor-wide plan assets
$62M 28.69766952343264% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.5M $62.4M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 312 $49M
2023 1 316 $58M
2024 1 336 $62M

Nearby 401(k) Plans in Ohio

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

Summa Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Summa Health 401(k) Retirement Savings Plan, Total assets ($B): 0.06242521 · Participants: 336Summa Health 401(k) Retirement Savings 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
Summa Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Summa Health 401(k) Retirement Savings Plan side-by-side with 3 peers →

Summa Health 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Echo Group, Inc. 401(k) Profit Sharing Plan in IA ($62M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Summa Health 401(k) Retirement Savings Plan assets move in 2024? ▼
Summa Health 401(k) Retirement Savings Plan grew at a solid clip - up 8.3% during 2024, from $58M to $62M. Reported net income was $5M.
How have Summa Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Health's sponsor-wide assets grew 28.7%, from $49M to $62M.
Where does Summa Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Summa Health 401(k) Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Summa Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Echo Group, Inc. 401(k) Profit Sharing Plan in IA ($62M, 647 participants).
Which 401(k) plans cover a similar participant headcount to Summa Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 461145832.

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.