401(k) · DOL Form 5500 · 2023

Summitt Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
31
Participants Small participant base
58th
Percentile by assets National rank
$317,545
Avg per participant High balance/head
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Official DOL plan name: Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Summitt Enterprises Inc · Oregon · Agriculture, Forestry & Fishing

$10M in assets, 31 participants

Summitt Enterprises Inc's Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #813 in Agriculture, Forestry & Fishing (1,288 peers)

Summitt Enterprises Inc multi-year trail

Summitt Enterprises Inc's plans moved +40.4% in assets from 2022 to 2024; this filing shows Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust at $10M / 31 participants.

#813
in Agriculture, Forestry & Fishing (1,288 peers)
+18.6%
assets growth YoY

Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,843,895 Top 42% higher than 58% of 127,068 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 2023

Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$946K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 34 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930443822 · Summitt Enterprises Inc PY 2023 · 401(k)

Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust · $10M · 31 · 58th

  • ASSETS $10M
  • ASSETS 31
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Hamricks Corporation 401(k) Retirement Plan
  • ASSETS ind #813

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Oregon →

Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Summitt Enterprises Inc 401(k) Profit Sharing Plan & TrustSummitt Enterprises Inc 401(…$10MHamricks Corporation 401(k) Retirement PlanHamricks Corporation 401(k) …$10MCurion, LLC 401(k) Plan$10MFst Technical Services 401(k) PlanFst Technical Services 401(k…$10MWatson Furniture Group, Inc. 401(k) Retirement Plan & TrustWatson Furniture Group, Inc.…$10M
End-of-year total assets ($M) among Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Summitt Enterprises Inc multi-year asset trail

Sponsor-wide plan assets over time

All Summitt Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.429758866670454% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $8.3M $11.7M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 34 $8M
2023 1 31 $10M
2024 1 32 $12M

Summitt Enterprises Inc filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN930443822
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009843895 · Participants: 31Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Hamricks Corporation 401(k) Retirement Plan in SC ($10M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 18.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have Summitt Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summitt Enterprises Inc's sponsor-wide assets grew 40.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hamricks Corporation 401(k) Retirement Plan in SC ($10M, 577 participants).
Which 401(k) plans cover a similar participant headcount to Summitt Enterprises Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930443822.

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.