401(k) · DOL Form 5500 · 2024

Summerwood Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
2,911
Participants Above avg headcount
55th
Percentile by assets National rank
$3,245
Avg per participant Low balance/head
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Official DOL plan name: Summerwood Corporation 401(k) Plan · Sponsored by Summerwood Corporation · Pennsylvania · Food Services & Accommodation

$9M in assets, 2,911 participants

Summerwood Corporation's Summerwood Corporation 401(k) Plan reported $9M in total assets and 2,911 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,087 in Food Services & Accommodation (3,672 peers)

Coverage in Pennsylvania

Summerwood Corporation 401(k) Plan covers 2,911 participants in Pennsylvania, 3.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $9M.

#3,087
in Food Services & Accommodation (3,672 peers)
+6.0%
assets growth YoY

Summerwood Corporation 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Summerwood Corporation 401(k) Plan vs every filed plan by assets

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

$9,447,355 Top 45% higher than 55% 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

Summerwood Corporation 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summerwood Corporation 401(k) Plan lands in the large band (2,911 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summerwood Corporation 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $532K in the plan year 2024 filing.
  • Summerwood Corporation 401(k) Plan reported participants rose from 2,559 in the plan year 2023 filing to 2,911 in the plan year 2024 filing.
  • Summerwood Corporation 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232763261 · Summerwood Corporation PY 2024 · 401(k)

Summerwood Corporation 401(k) Plan · $9M · 2,911 · 55th

  • BOY $9M
  • SCH 2,911
  • EBSA 55th
  • PART 401(k)
  • TYPE near Whitestone Reit Retirement Savings Plan
  • NET ind #3087

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

Summerwood Corporation 401(k) Plan in the asset neighbourhood

Summerwood Corporation 401(k) PlanSummerwood Corporation 401(k…$9MWhitestone Reit Retirement Savings PlanWhitestone Reit Retirement S…$9MMme Consulting, Inc. 401(k) Profit Sharing PlanMme Consulting, Inc. 401(k) …$9MBuspatrol America LLC 401(k) Profit Sharing PlanBuspatrol America LLC 401(k)…$9MRoyal Banks of Missouri 401(k) PlanRoyal Banks of Missouri 401(…$9M
End-of-year total assets ($M) among Summerwood Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$532K
Employer EIN232763261
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summerwood Corporation)

Sponsor-wide plan assets over time

All Summerwood Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.05464716319002% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.89M $9.45M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 1,451 $7M
2023 1 2,559 $9M
2024 1 2,911 $9M

Nearby 401(k) Plans in Pennsylvania

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

Summerwood Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Summerwood Corporation 401(k) Plan, Total assets ($B): 0.009447355 · Participants: 2911Summerwood Corporation 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Summerwood Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Summerwood Corporation 401(k) Plan side-by-side with 3 peers →

Summerwood Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Whitestone Reit Retirement Savings Plan in TX ($9M); by covered participants it is Doherty Auto Group 401(k) Plan in FL (2,911 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,911 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 Summerwood Corporation 401(k) Plan assets move in 2024? ▼
Summerwood Corporation 401(k) Plan grew at a solid clip - up 6.0% during 2024, from $9M to $9M. Reported net income was $532K.
How have Summerwood Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summerwood Corporation's sponsor-wide assets grew 37.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Summerwood Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whitestone Reit Retirement Savings Plan in TX ($9M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Summerwood Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doherty Auto Group 401(k) Plan in FL (2,911 participants, $25M 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 232763261.

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.