Summa Health 401(k) Plan: Login, Facts & Contact Information
Summa Health 401(k) Login
298 former Summa Health employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Summa Health 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 17, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.46 million went into the plan in contributions, $286,176 of it from the employer (12%).
- $6.68 million was paid out to participants.
- Investment and other income added $9.10 million.
- Administrative expenses were $75,820, about $67 per account.
How the Summa Health 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,763 | $47.8 million | $554,486 | $3.27 million |
| 2020 | 1,702 | $56.3 million | $516,089 | $2.70 million |
| 2021 | 794 | $62.3 million | $568,756 | $4.40 million |
| 2022 | 761 | $48.5 million | $582,715 | $4.92 million |
| 2023 | 805 | $57.6 million | $257,652 | $3.56 million |
| 2024 | 772 | $62.4 million | $286,176 | $6.68 million |
Summa Health 401(k) Contact Information
Questions about the Summa Health 401(k)
Does Summa Health contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $286,176, 12% of all contributions.
Does the Summa Health 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Summa Health 401(k) plan?
772 participants at the start of plan year 2024, 922 of them active employees, and 298 former employees who still had money in the plan.
What is the average 401(k) balance at Summa Health?
About $55,146 per account: $62.4 million in plan assets across 1,132 accounts with a balance at the end of plan year 2024.
Who manages the Summa Health 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Summa Health. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.