401(k) · DOL Form 5500 · 2024

Summerville, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
6
Participants Small participant base
48th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Summerville, Inc. 401(k) Plan · Sponsored by Summerville, Inc. · Wisconsin · Food Services & Accommodation

$7M in assets, 6 participants

Summerville, Inc.'s Summerville, Inc. 401(k) Plan reported $7M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,932 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Summerville, Inc. 401(k) Plan ranks #2,932 of 3,672 2024 filers by assets (290% of the sector average)-$7M for 6 participants.

#2,932
in Food Services & Accommodation (3,672 peers)
-1.8%
assets change YoY

The plan reported a net loss of $121K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summerville, Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Summerville, Inc. 401(k) Plan vs every filed plan by assets

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

$6,745,209 48th percentile higher than 48% 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

Summerville, Inc. 401(k) Plan among micro filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summerville, Inc. 401(k) Plan reported net income fell from $479K in the plan year 2023 filing to -$121K in the plan year 2024 filing.
  • Summerville, Inc. 401(k) Plan reported participants rose from 4 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Summerville, Inc. 401(k) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 853295146 · Summerville, Inc. PY 2024 · 401(k)

Summerville, Inc. 401(k) Plan · $7M · 6 · 48th

  • PHOTO $7M
  • PHOTO 6
  • PHOTO 48th
  • PHOTO 401(k)
  • PHOTO near Tradeshift Inc. 401(k) Plan
  • PHOTO ind #2932

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 Wisconsin →

Summerville, Inc. 401(k) Plan in the asset neighbourhood

Summerville, Inc. 401(k) Plan$7MOwl Labs, Inc. 401(k) Plan$7MThe Beverage Market, LLC 401(k) Retirement Savings PlanThe Beverage Market, LLC 401…$7MKyo Autism Therapy LLC 401(k) Profit Sharing Plan and TrustKyo Autism Therapy LLC 401(k…$7MTradeshift Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Summerville, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$121K
Employer EIN853295146
Plan Effective Date2020-10-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Summerville, Inc.)

Sponsor-wide plan assets over time

All Summerville, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.606407018122876% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M$7M 202220232024 $6.39M $6.75M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 3 $6M
2023 1 4 $7M
2024 1 6 $7M

Nearby 401(k) Plans in Wisconsin

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

Summerville, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Summerville, Inc. 401(k) Plan, Total assets ($B): 0.006745209 · Participants: 6Summerville, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Summerville, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Summerville, Inc. 401(k) Plan side-by-side with 3 peers →

Summerville, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tradeshift Inc. 401(k) Plan in CA ($7M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

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 Summerville, Inc. 401(k) Plan assets move in 2024? ▼
Summerville, Inc. 401(k) Plan edged down modestly - down 1.8% during 2024, from $7M to $7M. Reported net income was -$121K.
How have Summerville, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summerville, Inc.'s sponsor-wide assets grew 5.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Summerville, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tradeshift Inc. 401(k) Plan in CA ($7M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Summerville, Inc. 401(k) Plan? ▼
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 853295146.

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.