Summit Financial Group, INC.: final filing for its Other defined contribution plan, 368 participants (Moorefield, WV)
Summit Financial Group, INC. (Moorefield, West Virginia): final filing for its Other defined contribution plan, 368 participants (Moorefield, WV). Its participants of 368 is above the median of 294 (58th percentile). Dated 21 days ago, it is in the active follow-up window. Score 80/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 368 · 58th percentile of 126,658 BenefitPlanPulse records · 1.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 359 related WV BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Summit Financial Group, INC. |
| EIN | 550672148 |
| Plan | Summit Financial Group, INC. Employee Stock Ownership Plan |
| Plan type | Other defined contribution |
| Trigger | Final filing (plan terminating or merging) |
| Participants | 368 |
| Industry | Management of companies |
| Location | Moorefield, WV |
| Plan effective | 1989-01-01 |
| Plan year | 2025 |
| Filed | 2026-10-15 |
| participants percentile | 58th of 126,658 (median 294, 1.3x median) |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-15
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top BenefitPlanPulse records (WV first): Vandalia Health, INC. · Vandalia Health, INC. · Md Electrical Industry Health Fund · Cabell Huntington Hospital, INC. · Cabell Huntington Hospital INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Summit Financial Group, INC. and 360 West Virginia peers
- West Virginia BenefitPlanPulse records like this one: 360
- Summit Financial Group, INC.'s participants: 58th percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every West Virginia peer: $72,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
80 / 100 Score
- Filed in the last 30 days.
- Final filing: plan ending or merging.
- 368 participants.
What is the BenefitPlanPulse record for Summit Financial Group, INC. in Moorefield, West Virginia?
Summit Financial Group, INC. filed a Form 5500 for its Other defined contribution plan (final filing (plan terminating or merging)) with 368 participants on 2026-10-15.
How does Summit Financial Group, INC. compare to other West Virginia BenefitPlanPulse records?
Its participants of 368 sits in the upper half (58th percentile) of 126,658 records; the median is 294. It is 21 days old, still within a typical 45-day follow-up window. Its Score of 80/100 puts it among the stronger signals in this feed.
Summit Financial Group, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Summit Financial Group, INC. | Moorefield, WV | 368 | 58th | 2026-10-15 |
| Healthcare Accounting Services, LLC | Chicago, IL | 280 | 48th | 2026-10-22 |
| Winston Brands, INC. | Elk Grove Village, IL | 254 | 45th | 2026-10-20 |
| Nw Natural Water Company LLC | Portland, OR | 219 | 38th | 2026-10-23 |
Related records
BenefitPlanPulse: Final filing (plan terminating or merging) BenefitPlanPulse: Other defined contribution BenefitPlanPulse: records in West Virginia
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.