401(k) · DOL Form 5500 · 2024
Summer Search Foundation 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $58,992
- Avg per participant Low balance/head
Official DOL plan name: Summer Search Foundation 401(k) Retirement Plan · Sponsored by Summer Search Foundation · California · Educational Services
$9M in assets, 154 participants
Summer Search Foundation's Summer Search Foundation 401(k) Retirement Plan reported $9M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #1,335 in Educational Services (3,638 peers)
Coverage in California
Summer Search Foundation 401(k) Retirement Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $9M.
- #1,335
- in Educational Services (3,638 peers)
- +23.0%
- assets growth YoY
Summer Search Foundation 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Summer Search Foundation 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,084,720 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Summer Search Foundation 401(k) 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. Summer Search Foundation 401(k) Retirement Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Summer Search Foundation 401(k) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Summer Search Foundation 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Summer Search Foundation 401(k) Retirement Plan reported participants rose from 131 in the plan year 2023 filing to 154 in the plan year 2024 filing.
DOL schedule card
Filing strip 680200138 · Summer Search Foundation PY 2024 · 401(k)
Summer Search Foundation 401(k) Retirement Plan · $9M · 154 · 54th
- EOY $9M
- 5500 154
- ASSETS 54th
- PCT 401(k)
- EIN near Netsertive, Inc. 401(k) Plan
- RANK ind #1335
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 Educational Services retirement plans → · Plans in California →
Summer Search Foundation 401(k) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 680200138 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summer Search Foundation)
Sponsor-wide plan assets over time
All Summer Search Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 50.795297498330996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $6M |
| 2023 | 1 | 131 | $7M |
| 2024 | 1 | 154 | $9M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Summer Search Foundation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Netsertive, Inc. 401(k) Plan in NC ($9M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Netsertive, Inc. 401(k) Plan (NC) $9M · 44
- Unified Industries, Inc. 401(k) Plan (VA) $9M · 68
- Boston Valley Pottery 401(k) Plan (NY) $9M · 105
- Alaris Capital 401(k) Investment Plan (MO) $9M · 11
Similar participant headcount
Nearest other-state filings by covered participants (154 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.