401(k) · DOL Form 5500 · 2024

Summit Operating Services Company, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
225
Participants Below avg headcount
77th
Percentile by assets National rank
$131,073
Avg per participant Near avg balance/head
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Official DOL plan name: Summit Operating Services Company, LLC 401(k) Plan · Sponsored by Summit Operating Services Company, LLC · Texas · Utilities

$29M in assets, 225 participants

Summit Operating Services Company, LLC's Summit Operating Services Company, LLC 401(k) Plan reported $29M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #304 in Utilities (732 peers)

Coverage in Texas

Summit Operating Services Company, LLC 401(k) Plan covers 225 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $29M.

#304
in Utilities (732 peers)
+9.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Summit Operating Services Company, LLC 401(k) Plan's outsized position by total assets

Summit Operating Services Company, LLC 401(k) Plan vs every filed plan by assets

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

$29,491,420 Top 23% higher than 77% 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 Operating Services Company, LLC 401(k) 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 Operating Services Company, LLC 401(k) Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summit Operating Services Company, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Summit Operating Services Company, LLC 401(k) Plan reported participants rose from 190 in the plan year 2023 filing to 225 in the plan year 2024 filing.
  • Summit Operating Services Company, LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 851105422 · Summit Operating Services Company, LLC PY 2024 · 401(k)

Summit Operating Services Company, LLC 401(k) Plan · $29M · 225 · 77th

  • ASSETS $29M
  • ASSETS 225
  • ASSETS 77th
  • ASSETS 401(k)
  • ASSETS near Opus Packaging Group, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #304

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 Utilities retirement plans → · Plans in Texas →

Summit Operating Services Company, LLC 401(k) Plan in the asset neighbourhood

Summit Operating Services Company, LLC 401(k) PlanSummit Operating Services Co…$29MOpus Packaging Group, Inc. 401(k) Profit Sharing PlanOpus Packaging Group, Inc. 4…$29MPinnacle Financial Corporation 401(k) PlanPinnacle Financial Corporati…$29MPrecision Contracting Services, Inc. 401(k) PlanPrecision Contracting Servic…$29MKingston Healthcare Savings and Retirement PlanKingston Healthcare Savings …$29M
End-of-year total assets ($M) among Summit Operating Services Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN851105422
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Operating Services Company, LLC)

Sponsor-wide plan assets over time

All Summit Operating Services Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 45.727158330739954% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $29.5M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 209 $20M
2023 1 190 $27M
2024 1 225 $29M

Nearby 401(k) Plans in Texas

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

Summit Operating Services Company, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Summit Operating Services Company, LLC 401(k) Plan, Total assets ($B): 0.02949142 · Participants: 225Summit Operating Services Company, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Summit Operating Services Company, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Summit Operating Services Company, LLC 401(k) Plan side-by-side with 3 peers →

Summit Operating Services Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Opus Packaging Group, Inc. 401(k) Profit Sharing Plan in MI ($29M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Operating Services Company, LLC 401(k) Plan assets move in 2024? ▼
Summit Operating Services Company, LLC 401(k) Plan grew at a solid clip - up 9.5% during 2024, from $27M to $29M. Reported net income was $3M.
How have Summit Operating Services Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Operating Services Company, LLC's sponsor-wide assets grew 45.7%, from $20M to $29M.
Where does Summit Operating Services Company, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Summit Operating Services Company, LLC 401(k) Plan ranks in the 77th 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 Summit Operating Services Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Opus Packaging Group, Inc. 401(k) Profit Sharing Plan in MI ($29M, 635 participants).
Which 401(k) plans cover a similar participant headcount to Summit Operating Services Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M 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 851105422.

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.