401(k) · DOL Form 5500 · 2024

Summa Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
197
Participants Below avg headcount
59th
Percentile by assets National rank
$59,828
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summa Group Retirement Savings Plan · Sponsored by Summa Group, LLC · Texas · Professional & Technical Services

$12M in assets, 197 participants

Summa Group, LLC's Summa Group Retirement Savings Plan reported $12M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,672 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Summa Group Retirement Savings Plan covers 197 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#11,672
in Professional & Technical Services (20,173 peers)
+5.6%
assets growth YoY

Summa Group Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Summa Group Retirement Savings Plan vs every filed plan by assets

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

$11,786,105 Top 41% higher than 59% 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

Summa Group Retirement Savings 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. Summa Group Retirement Savings Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summa Group Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $601K in the plan year 2024 filing.
  • Summa Group Retirement Savings Plan reported participants fell from 462 in the plan year 2023 filing to 197 in the plan year 2024 filing.
  • Summa Group Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 264289689 · Summa Group, LLC PY 2024 · 401(k)

Summa Group Retirement Savings Plan · $12M · 197 · 59th

  • NET $12M
  • NET 197
  • NET 59th
  • NET 401(k)
  • NET near The Thor Equities, LLC 401(k) Plan
  • NET ind #11672

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 Texas →

Summa Group Retirement Savings Plan in the asset neighbourhood

Summa Group Retirement Savings PlanSumma Group Retirement Savin…$12MThe Thor Equities, LLC 401(k) PlanThe Thor Equities, LLC 401(k…$12MKykenkee 401(k) Plan$12MLobar Associates, Inc. Retirement PlanLobar Associates, Inc. Retir…$12MColt US 401(k) Plan$12M
End-of-year total assets ($M) among Summa Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$601K
Employer EIN264289689
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summa Group, LLC)

Sponsor-wide plan assets over time

All Summa Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.020244247442758% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.66M $11.8M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 538 $10M
2023 1 462 $11M
2024 1 197 $12M

Nearby 401(k) Plans in Texas

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

Summa Group Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Summa Group Retirement Savings Plan, Total assets ($B): 0.011786105 · Participants: 197Summa Group Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Summa Group Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Summa Group Retirement Savings Plan side-by-side with 3 peers →

Summa Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Thor Equities, LLC 401(k) Plan in NY ($12M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Summa Group Retirement Savings Plan assets move in 2024? ▼
Summa Group Retirement Savings Plan grew at a solid clip - up 5.6% during 2024, from $11M to $12M. Reported net income was $601K.
How have Summa Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Group, LLC's sponsor-wide assets grew 22.0%, from $10M to $12M.
Which 401(k) plans are similar in size to Summa Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Thor Equities, LLC 401(k) Plan in NY ($12M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Summa Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants, $17M 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 264289689.

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.