401(k) · DOL Form 5500 · 2024
Summit Early Learning, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $20,532
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. · Sponsored by Summit Early Learning, Inc. · Pennsylvania · Healthcare & Social Assistance
$5M in assets, 247 participants
Summit Early Learning, Inc.'s 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. reported $5M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,676 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
403(b) Thrift Plan for Employees of Summit Early Learning, Inc. covers 247 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.
- #7,676
- in Healthcare & Social Assistance (16,916 peers)
- +6.0%
- assets growth YoY
403(b) Thrift Plan for Employees of Summit Early Learning, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Summit Early Learning, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,071,363 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan for Employees of Summit Early Learning, Inc. 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. 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. reported net income fell from $473K in the plan year 2023 filing to $286K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Summit Early Learning, Inc. reported participants rose from 238 in the plan year 2023 filing to 247 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231706558 · Summit Early Learning, Inc. PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Summit Early Learning, Inc. · $5M · 247 · 42nd
- BOOK $5M
- BOOK 247
- BOOK 42nd
- BOOK 401(k)
- BOOK near Real Magic, Inc. 401(k) Plan
- BOOK ind #7676
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
403(b) Thrift Plan for Employees of Summit Early Learning, Inc. in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $286K |
| Employer EIN | 231706558 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Early Learning, Inc.)
Sponsor-wide plan assets over time
All Summit Early Learning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 17.596468694703066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $4M |
| 2023 | 1 | 238 | $5M |
| 2024 | 1 | 247 | $5M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
403(b) Thrift Plan for Employees of Summit Early Learning, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Real Magic, Inc. 401(k) Plan in NC ($5M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Propex 401(k) Savings Plan (TN) 247 · 0 off
- Hiway Credit Union 401(k) Plan and Trust (MN) 247 · 0 off
- Ek Health Services, Inc. 401(k) Profit Sharing Plan (CA) 247 · 0 off
- Solsbury Hill 401(k) Plan (CO) 247 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.