401(k) · DOL Form 5500 · 2024

Summers-Taylor, Inc 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
693
Participants Below avg headcount
66th
Percentile by assets National rank
$23,841
Avg per participant Low balance/head
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Official DOL plan name: Summers-Taylor, Inc 401(k) Retirement Plan · Sponsored by Summers-Taylor, Inc · Tennessee · Construction

$17M in assets, 693 participants

Summers-Taylor, Inc's Summers-Taylor, Inc 401(k) Retirement Plan reported $17M in total assets and 693 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,889 in Construction (9,039 peers)

Summers-Taylor, Inc multi-year trail

Summers-Taylor, Inc's plans moved +23.3% in assets from 2022 to 2024; this filing shows Summers-Taylor, Inc 401(k) Retirement Plan at $17M / 693 participants.

#5,889
in Construction (9,039 peers)
+17.1%
assets growth YoY

Summers-Taylor, Inc 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Summers-Taylor, Inc 401(k) Retirement Plan vs every filed plan by assets

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

$16,521,740 Top 34% higher than 66% 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

Summers-Taylor, Inc 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. Summers-Taylor, Inc 401(k) Retirement Plan sits mid-pack in the medium band (693 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summers-Taylor, Inc 401(k) Retirement Plan reported net income rose from $718K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Summers-Taylor, Inc 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Summers-Taylor, Inc 401(k) Retirement Plan reported participants rose from 592 in the plan year 2023 filing to 693 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620458729 · Summers-Taylor, Inc PY 2024 · 401(k)

Summers-Taylor, Inc 401(k) Retirement Plan · $17M · 693 · 66th

  • IND $17M
  • EOY 693
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Bcei 401(k) Plan
  • EIN ind #5889

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 Construction retirement plans → · Plans in Tennessee →

Summers-Taylor, Inc 401(k) Retirement Plan in the asset neighbourhood

Summers-Taylor, Inc 401(k) Retirement PlanSummers-Taylor, Inc 401(k) R…$17MBcei 401(k) Plan$17MElopak, Inc. Capital Accumulation PlanElopak, Inc. Capital Accumul…$17MAdvanced Dermatology 401(k) PlanAdvanced Dermatology 401(k) …$17MForstrom Bancorporation 401(k) Plan and TrustForstrom Bancorporation 401(…$17M
End-of-year total assets ($M) among Summers-Taylor, Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Summers-Taylor, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Summers-Taylor, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 23.33216782277153% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.4M $16.5M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 490 $13M
2023 1 592 $14M
2024 1 693 $17M

Summers-Taylor, Inc filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN620458729
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Summers-Taylor, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Summers-Taylor, Inc 401(k) Retirement Plan, Total assets ($B): 0.01652174 · Participants: 693Summers-Taylor, Inc 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Summers-Taylor, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Summers-Taylor, Inc 401(k) Retirement Plan side-by-side with 3 peers →

Summers-Taylor, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bcei 401(k) Plan in TX ($17M); by covered participants it is Carousel Motor Group 401(k) Savings Plan in MN (693 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (693 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 Summers-Taylor, Inc 401(k) Retirement Plan assets move in 2024? ▼
Summers-Taylor, Inc 401(k) Retirement Plan grew sharply - up 17.1% during 2024, from $14M to $17M. Reported net income was $2M.
How have Summers-Taylor, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summers-Taylor, Inc's sponsor-wide assets grew 23.3%, from $13M to $17M.
Which 401(k) plans are similar in size to Summers-Taylor, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bcei 401(k) Plan in TX ($17M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Summers-Taylor, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carousel Motor Group 401(k) Savings Plan in MN (693 participants, N/A 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 620458729.

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.