401(k) · DOL Form 5500 · 2024

Summit Partners, LP 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
206
Participants Below avg headcount
91st
Percentile by assets National rank
$546,318
Avg per participant High balance/head
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Official DOL plan name: Summit Partners, L.P. 401(k) Profit Sharing Plan · Sponsored by Summit Partners, LP · Massachusetts · Finance & Insurance

$113M in assets, 206 participants

Summit Partners, LP's Summit Partners, L.P. 401(k) Profit Sharing Plan reported $113M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,384 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Summit Partners, L.P. 401(k) Profit Sharing Plan covers 206 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $113M.

#7,384
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Summit Partners, L.P. 401(k) Profit Sharing Plan's outsized position by total assets

Summit Partners, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$112,541,596 Top 9% higher than 91% 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 Partners, L.P. 401(k) Profit Sharing 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 Partners, L.P. 401(k) Profit Sharing Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summit Partners, L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $97M in the plan year 2023 filing to $113M in the plan year 2024 filing.
  • Summit Partners, L.P. 401(k) Profit Sharing Plan reported net income rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Summit Partners, L.P. 401(k) Profit Sharing Plan reported participants fell from 212 in the plan year 2023 filing to 206 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043478657 · Summit Partners, LP PY 2024 · 401(k)

Summit Partners, L.P. 401(k) Profit Sharing Plan · $113M · 206 · 91st

  • PHOTO $113M
  • IND 206
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Kuhn North America Retirement Savings Plan
  • PCT ind #7384

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Summit Partners, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Tauck, Inc. 401(k) Profit Sharing PlanTauck, Inc. 401(k) Profit Sh…$113MWilliams & Connolly LLP 401(k) Savings Plan and TrustWilliams & Connolly LLP 401(…$113MKuhn North America Retirement Savings PlanKuhn North America Retiremen…$113MSummit Partners, L.P. 401(k) Profit Sharing PlanSummit Partners, L.P. 401(k)…$113MMovado Group, Inc. Savings and Investment PlanMovado Group, Inc. Savings a…$112M
End-of-year total assets ($M) among Summit Partners, L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$113M
Net Income$15M
Employer EIN043478657
Plan Effective Date1984-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Partners, LP)

Sponsor-wide plan assets over time

All Summit Partners, LP plans reported in each filing year

Latest sponsor-wide plan assets
$113M 35.548654001923914% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $83M $113M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 207 $83M
2023 1 212 $97M
2024 1 206 $113M

Nearby 401(k) Plans in Massachusetts

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

Summit Partners, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Summit Partners, L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.112541596 · Participants: 206Summit Partners, L.P. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Summit Partners, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Summit Partners, L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Summit Partners, L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kuhn North America Retirement Savings Plan in WI ($113M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Partners, L.P. 401(k) Profit Sharing Plan assets move in 2024? ▼
Summit Partners, L.P. 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2024, from $97M to $113M. Reported net income was $15M.
How have Summit Partners, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Partners, LP's sponsor-wide assets grew 35.5%, from $83M to $113M.
Where does Summit Partners, L.P. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Summit Partners, L.P. 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Summit Partners, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kuhn North America Retirement Savings Plan in WI ($113M, 722 participants).
Which 401(k) plans cover a similar participant headcount to Summit Partners, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairwave Holdings 401(k) Savings Plan in MO (206 participants, $584K 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 043478657.

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.