401(k) · DOL Form 5500 · 2024

Sumaria Systems, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
456
Participants Below avg headcount
82nd
Percentile by assets National rank
$90,032
Avg per participant Below avg balance/head
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Official DOL plan name: Sumaria Systems, LLC 401(k) Profit Sharing Plan · Sponsored by Sumaria Systems, LLC · Massachusetts · Professional & Technical Services

$41M in assets, 456 participants

Sumaria Systems, LLC's Sumaria Systems, LLC 401(k) Profit Sharing Plan reported $41M in total assets and 456 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,600 in Professional & Technical Services (20,173 peers)

Where Sumaria Systems, LLC 401(k) Profit Sharing Plan sits by assets

Sumaria Systems, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 456 participants (~$90,032/participant), up 14.5% in 2024.

#16,600
in Professional & Technical Services (20,173 peers)
+14.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sumaria Systems, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Sumaria Systems, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$41,054,668 Top 18% higher than 82% 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

Sumaria Systems, LLC 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. Sumaria Systems, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (456 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sumaria Systems, LLC 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sumaria Systems, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Sumaria Systems, LLC 401(k) Profit Sharing Plan reported participants rose from 402 in the plan year 2023 filing to 456 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042770369 · Sumaria Systems, LLC PY 2024 · 401(k)

Sumaria Systems, LLC 401(k) Profit Sharing Plan · $41M · 456 · 82nd

  • EIN $41M
  • RANK 456
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Falconwood, Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #16600

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Sumaria Systems, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Gesa Credit Union 401(k) Plan and TrustGesa Credit Union 401(k) Pla…$41MSumaria Systems, LLC 401(k) Profit Sharing PlanSumaria Systems, LLC 401(k) …$41MFalconwood, Inc. 401(k) Profit Sharing Plan and TrustFalconwood, Inc. 401(k) Prof…$41MProthena Biosciences Inc 401(k) PlanProthena Biosciences Inc 401…$41MWohlsen Construction Company 401(k) PlanWohlsen Construction Company…$41M
End-of-year total assets ($M) among Sumaria Systems, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN042770369
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumaria Systems, LLC)

Sponsor-wide plan assets over time

All Sumaria Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 41.754447752247614% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29M $41.1M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 425 $29M
2023 1 402 $36M
2024 1 456 $41M

Nearby 401(k) Plans in Massachusetts

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

Sumaria Systems, LLC 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 ($B) Participants Sumaria Systems, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.041054668 · Participants: 456Sumaria Systems, LLC 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
Sumaria Systems, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sumaria Systems, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sumaria Systems, LLC 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 Falconwood, Inc. 401(k) Profit Sharing Plan and Trust in VA ($41M); by covered participants it is Yorktown Systems Group 401(k) Plan in AL (456 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (456 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 Sumaria Systems, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Sumaria Systems, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $36M to $41M. Reported net income was $5M.
How have Sumaria Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumaria Systems, LLC's sponsor-wide assets grew 41.8%, from $29M to $41M.
Where does Sumaria Systems, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sumaria Systems, LLC 401(k) Profit Sharing Plan ranks in the 82nd 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 Sumaria Systems, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Falconwood, Inc. 401(k) Profit Sharing Plan and Trust in VA ($41M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Sumaria Systems, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yorktown Systems Group 401(k) Plan in AL (456 participants, $18M 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 042770369.

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.