401(k) · DOL Form 5500 · 2024

Sumnerone, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
389
Participants Below avg headcount
80th
Percentile by assets National rank
$92,014
Avg per participant Below avg balance/head
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Official DOL plan name: Sumnerone, Inc. 401(k)/Profit Sharing Plan · Sponsored by Sumnerone, Inc. · Missouri · Wholesale Trade

$36M in assets, 389 participants

Sumnerone, Inc.'s Sumnerone, Inc. 401(k)/Profit Sharing Plan reported $36M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,832 in Wholesale Trade (6,080 peers)

Where Sumnerone, Inc. 401(k)/Profit Sharing Plan sits by assets

Sumnerone, Inc. 401(k)/Profit Sharing Plan sits in the top quartile of all filed plans by assets, $36M for 389 participants (~$92,014/participant), up 14.5% in 2024.

#4,832
in Wholesale Trade (6,080 peers)
+14.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sumnerone, Inc. 401(k)/Profit Sharing Plan's outsized position by total assets

Sumnerone, Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$35,793,357 Top 20% higher than 80% 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

Sumnerone, Inc. 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. Sumnerone, Inc. 401(k)/Profit Sharing Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sumnerone, Inc. 401(k)/Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sumnerone, Inc. 401(k)/Profit Sharing Plan reported participants rose from 291 in the plan year 2023 filing to 389 in the plan year 2024 filing.
  • Sumnerone, Inc. 401(k)/Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431332770 · Sumnerone, Inc. PY 2024 · 401(k)

Sumnerone, Inc. 401(k)/Profit Sharing Plan · $36M · 389 · 80th

  • TYPE $36M
  • TYPE 389
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Xeris Pharmaceuticals, Inc. 401(k) Plan
  • TYPE ind #4832

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 Wholesale Trade retirement plans → · Plans in Missouri →

Sumnerone, Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood

Savings Incentive & Profit Sharing Plan for Employees of Crawley Petroleum CorporationSavings Incentive & Profit S…$36MSumnerone, Inc. 401(k)/Profit Sharing PlanSumnerone, Inc. 401(k)/Profi…$36MXeris Pharmaceuticals, Inc. 401(k) PlanXeris Pharmaceuticals, Inc. …$36MUnited States Marine Inc 401(k) PlanUnited States Marine Inc 401…$36MApercen Partners 401(k) Plan$36M
End-of-year total assets ($M) among Sumnerone, Inc. 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)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN431332770
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumnerone, Inc.)

Sponsor-wide plan assets over time

All Sumnerone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 24.455573579464524% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.8M $35.8M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 283 $29M
2023 1 291 $31M
2024 1 389 $36M

Nearby 401(k) Plans in Missouri

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

Sumnerone, Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sumnerone, Inc. 401(k)/Profit Sharing Plan, Total assets ($B): 0.035793357 · Participants: 389Sumnerone, Inc. 401(k)/Profit Sharing 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
Sumnerone, Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Sumnerone, Inc. 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Sumnerone, Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Xeris Pharmaceuticals, Inc. 401(k) Plan in IL ($36M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Sumnerone, Inc. 401(k)/Profit Sharing Plan assets move in 2024? ▼
Sumnerone, Inc. 401(k)/Profit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $31M to $36M. Reported net income was $5M.
How have Sumnerone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumnerone, Inc.'s sponsor-wide assets grew 24.5%, from $29M to $36M.
Where does Sumnerone, Inc. 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sumnerone, Inc. 401(k)/Profit Sharing Plan ranks in the 80th 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 Sumnerone, Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xeris Pharmaceuticals, Inc. 401(k) Plan in IL ($36M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Sumnerone, Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M 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 431332770.

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.