401(k) · DOL Form 5500 · 2024

Summit Restaurant Group, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
903
Participants Near avg headcount
50th
Percentile by assets National rank
$8,390
Avg per participant Low balance/head
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Official DOL plan name: Summit Restaurant Group Retirement Plan · Sponsored by Summit Restaurant Group, LLC · Missouri · Food Services & Accommodation

$8M in assets, 903 participants

Summit Restaurant Group, LLC's Summit Restaurant Group Retirement Plan reported $8M in total assets and 903 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,986 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Summit Restaurant Group Retirement Plan ranks #2,986 of 3,672 2024 filers by assets (258% of the sector average)-$8M for 903 participants.

#2,986
in Food Services & Accommodation (3,672 peers)
+12.5%
assets growth YoY

Summit Restaurant Group Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Summit Restaurant Group Retirement Plan vs every filed plan by assets

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

$7,576,505 Top 50% higher than 50% 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

Summit Restaurant Group Retirement 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. Summit Restaurant Group Retirement Plan sits mid-pack in the medium band (903 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summit Restaurant Group Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $841K in the plan year 2024 filing.
  • Summit Restaurant Group Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Summit Restaurant Group Retirement Plan reported participants rose from 873 in the plan year 2023 filing to 903 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 711006152 · Summit Restaurant Group, LLC PY 2024 · 401(k)

Summit Restaurant Group Retirement Plan · $8M · 903 · 50th

  • PART $8M
  • PART 903
  • PART 50th
  • PART 401(k)
  • PART near Volvo Penta Marine Products, LLC Retirement Savings Plan
  • PART ind #2986

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 Missouri →

Summit Restaurant Group Retirement Plan in the asset neighbourhood

Summit Restaurant Group Retirement PlanSummit Restaurant Group Reti…$8MVolvo Penta Marine Products, LLC Retirement Savings PlanVolvo Penta Marine Products,…$8MNec Networks, LLC 401(k) Plan$8MMe & My Big Ideas 401(k) Plan$8MVirginia Auto Dealers Assn. 401(k) PlanVirginia Auto Dealers Assn. …$8M
End-of-year total assets ($M) among Summit Restaurant Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$841K
Employer EIN711006152
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Restaurant Group, LLC)

Sponsor-wide plan assets over time

All Summit Restaurant Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 39.14239198405185% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.45M $7.58M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 900 $5M
2023 1 873 $7M
2024 1 903 $8M

Nearby 401(k) Plans in Missouri

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

Summit Restaurant Group Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Summit Restaurant Group Retirement Plan, Total assets ($B): 0.007576505 · Participants: 903Summit Restaurant Group Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Summit Restaurant Group Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Summit Restaurant Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Volvo Penta Marine Products, LLC Retirement Savings Plan in PA ($8M); by covered participants it is Plastic Ingenuity, Inc. Profit Sharing and Savings Plan in WI (903 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (903 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 Summit Restaurant Group Retirement Plan assets move in 2024?
Summit Restaurant Group Retirement Plan grew at a solid clip - up 12.5% during 2024, from $7M to $8M. Reported net income was $841K.
How have Summit Restaurant Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Summit Restaurant Group, LLC's sponsor-wide assets grew 39.1%, from $5M to $8M.
Which 401(k) plans are similar in size to Summit Restaurant Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Volvo Penta Marine Products, LLC Retirement Savings Plan in PA ($8M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Summit Restaurant Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Plastic Ingenuity, Inc. Profit Sharing and Savings Plan in WI (903 participants, $156M in assets).