401(k) · DOL Form 5500 · 2024

Shf Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
283
Participants Below avg headcount
80th
Percentile by assets National rank
$124,127
Avg per participant Near avg balance/head
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Official DOL plan name: Summit Hill Foods, Inc. 401(k) Plan · Sponsored by Shf Holdings, Inc. · Georgia · Manufacturing

$35M in assets, 283 participants

Shf Holdings, Inc.'s Summit Hill Foods, Inc. 401(k) Plan reported $35M in total assets and 283 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.

  • #12,745 in Manufacturing (17,777 peers)

Coverage in Georgia

Summit Hill Foods, Inc. 401(k) Plan covers 283 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $35M.

#12,745
in Manufacturing (17,777 peers)
-5.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summit Hill Foods, Inc. 401(k) Plan's outsized position by total assets

Summit Hill Foods, Inc. 401(k) Plan vs every filed plan by assets

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

$35,127,813 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

Summit Hill Foods, Inc. 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 Hill Foods, Inc. 401(k) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summit Hill Foods, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Summit Hill Foods, Inc. 401(k) Plan reported participants fell from 400 in the plan year 2023 filing to 283 in the plan year 2024 filing.
  • Summit Hill Foods, Inc. 401(k) Plan end-of-year assets fell from $37M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 320438196 · Shf Holdings, Inc. PY 2024 · 401(k)

Summit Hill Foods, Inc. 401(k) Plan · $35M · 283 · 80th

  • EBSA $35M
  • PART 283
  • TYPE 80th
  • NET 401(k)
  • BOOK near Wealthwise Retirement Plan Pep
  • VS-ST ind #12745

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 Manufacturing retirement plans → · Plans in Georgia →

Summit Hill Foods, Inc. 401(k) Plan in the asset neighbourhood

Summit Hill Foods, Inc. 401(k) PlanSummit Hill Foods, Inc. 401(…$35MWealthwise Retirement Plan PepWealthwise Retirement Plan P…$35MCoastal Anesthesiology Medical Associates 401(k) Profit Sharing PlanCoastal Anesthesiology Medic…$35MAspen Skilled Healthcare 401(k) PlanAspen Skilled Healthcare 401…$35MJohn a. Biewer Company, Inc. 401(k) Plan & TrustJohn a. Biewer Company, Inc.…$35M
End-of-year total assets ($M) among Summit Hill Foods, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$35M
Net Income-$2M
Employer EIN320438196
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shf Holdings, Inc.)

Sponsor-wide plan assets over time

All Shf Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 5.600255332243055% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $33.3M $35.1M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 832 $33M
2023 1 400 $37M
2024 1 283 $35M

Nearby 401(k) Plans in Georgia

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

Summit Hill Foods, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Summit Hill Foods, Inc. 401(k) Plan, Total assets ($B): 0.035127813 · Participants: 283Summit Hill Foods, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Summit Hill Foods, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Summit Hill Foods, Inc. 401(k) Plan side-by-side with 3 peers →

Summit Hill Foods, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Wealthwise Retirement Plan Pep in IA ($35M); by covered participants it is Jpi Retirement Plan in TX (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Hill Foods, Inc. 401(k) Plan assets move in 2024? ▼
Summit Hill Foods, Inc. 401(k) Plan pulled back noticeably - down 5.1% during 2024, from $37M to $35M. Reported net income was -$2M.
How have Shf Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shf Holdings, Inc.'s sponsor-wide assets grew 5.6%, from $33M to $35M.
Where does Summit Hill Foods, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Summit Hill Foods, Inc. 401(k) 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 Summit Hill Foods, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wealthwise Retirement Plan Pep in IA ($35M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Summit Hill Foods, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jpi Retirement Plan in TX (283 participants, $28M 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 320438196.

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.