401(k) · DOL Form 5500 · 2024

Summa Energy Corp 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$207,357
Avg per participant Above avg balance/head
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Official DOL plan name: Summa Energy Corp 401(k) Trust · Sponsored by Summa Energy Corp · New Jersey · Retail Trade

$1M in assets, 6 participants

Summa Energy Corp's Summa Energy Corp 401(k) Trust reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,010 in Retail Trade (8,048 peers)

Summa Energy Corp multi-year trail

Summa Energy Corp's plans moved +58.9% in assets from 2022 to 2024; this filing shows Summa Energy Corp 401(k) Trust at $1M / 6 participants.

#3,010
in Retail Trade (8,048 peers)
+49.4%
assets growth YoY

Summa Energy Corp 401(k) Trust among the smaller filed plans by assets

Summa Energy Corp 401(k) Trust vs every filed plan by assets

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

$1,244,143 25th percentile higher than 25% 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 Energy Corp 401(k) Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summa Energy Corp 401(k) Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summa Energy Corp 401(k) Trust reported net income rose from $50K in the plan year 2023 filing to $411K in the plan year 2024 filing.
  • Summa Energy Corp 401(k) Trust reported participants rose from 3 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Summa Energy Corp 401(k) Trust end-of-year assets rose from $833K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823086607 · Summa Energy Corp PY 2024 · 401(k)

Summa Energy Corp 401(k) Trust · $1M · 6 · 25th

  • IND $1M
  • IND 6
  • IND 25th
  • IND 401(k)
  • IND near Blitz Builders, Inc. 401(k) Plan and Trust
  • IND ind #3010

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 Retail Trade retirement plans → · Plans in New Jersey →

Summa Energy Corp 401(k) Trust in the asset neighbourhood

Summa Energy Corp 401(k) TrustSumma Energy Corp 401(k) Tru…$1MBlitz Builders, Inc. 401(k) Plan and TrustBlitz Builders, Inc. 401(k) …$1MEasy Now Pools Inc. 401(k) PlanEasy Now Pools Inc. 401(k) P…$1MJohnson Welded Products, Inc. 401(k) Profit Sharing PlanJohnson Welded Products, Inc…$1MHines Services Inc$1M
End-of-year total assets ($M) among Summa Energy Corp 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Summa Energy Corp multi-year asset trail

Sponsor-wide plan assets over time

All Summa Energy Corp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 58.91670605065846% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.78M $1.24M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 3 $783K
2023 4 12 $2M
2024 1 6 $1M

Summa Energy Corp filing trail (2024)

Total Assets (Beginning of Year)$833K
Net Assets (End of Year)$1M
Net Income$411K
Employer EIN823086607
Plan Effective Date2017-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Summa Energy Corp 401(k) Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Summa Energy Corp 401(k) Trust, Total assets ($B): 0.001244143 · Participants: 6Summa Energy Corp 401(k) TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Summa Energy Corp 401(k) Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Summa Energy Corp 401(k) Trust side-by-side with 3 peers →

Summa Energy Corp 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Blitz Builders, Inc. 401(k) Plan and Trust in IN ($1M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Energy Corp 401(k) Trust assets move in 2024? ▼
Summa Energy Corp 401(k) Trust surged - up 49.4% during 2024, from $833K to $1M. Reported net income was $411K.
How have Summa Energy Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Energy Corp's sponsor-wide assets grew 58.9%, from $783K to $1M.
Where does Summa Energy Corp 401(k) Trust rank by assets among Form 5500 filers? ▼
Summa Energy Corp 401(k) Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Summa Energy Corp 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Blitz Builders, Inc. 401(k) Plan and Trust in IN ($1M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Summa Energy Corp 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 823086607.

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.