401(k) · DOL Form 5500 · 2022

Sweeney Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$918K
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$131,116
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Sweeney Insurance Group Retirement Plan · Sponsored by Sweeney Insurance Group, Inc. · Ohio · Finance & Insurance

$918K in assets, 7 participants

Sweeney Insurance Group, Inc.'s Sweeney Insurance Group Retirement Plan reported $918K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,456 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Sweeney Insurance Group Retirement Plan holds $918K for 7 participants - about $131,116 per participant, among the smaller plans by assets on file.

#1,456
in Finance & Insurance (9,261 peers)
-1.3%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sweeney Insurance Group Retirement Plan among the smaller filed plans by assets

Sweeney Insurance Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$917,815 24th percentile higher than 24% of 139,123 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 2022

Sweeney Insurance Group Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweeney Insurance Group Retirement Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 830855642 · Sweeney Insurance Group, Inc. PY 2022 · 401(k)

Sweeney Insurance Group Retirement Plan · $918K · 7 · 24th

  • VS-ST $918K
  • BOY 7
  • SCH 24th
  • EBSA 401(k)
  • PART near Sheel Holdings Corporation 401(k) Profit Sharing Plan
  • TYPE ind #1456

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 Finance & Insurance retirement plans → · Plans in Ohio →

Sweeney Insurance Group Retirement Plan in the asset neighbourhood

Sweeney Insurance Group Retirement PlanSweeney Insurance Group Reti…$918KSheel Holdings Corporation 401(k) Profit Sharing PlanSheel Holdings Corporation 4…$918KPeninsula Endodontics PC 401(k) Profit Sharing PlanPeninsula Endodontics PC 401…$918KR & S Dairy Queens, Inc. 401(k) Profit Sharing PlanR & S Dairy Queens, Inc. 401…$918KDesign Foundry, LLC 401(k) Profit Sharing PlanDesign Foundry, LLC 401(k) P…$918K
End-of-year total assets ($M) among Sweeney Insurance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$930K
Net Assets (End of Year)$918K
Net Income-$12K
Employer EIN830855642
Plan Effective Date2018-06-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Sweeney Insurance Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Sweeney Insurance Group Retirement Plan, Total assets ($B): 0.000917815 · Participants: 7Sweeney Insurance Group Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Sweeney Insurance Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sweeney Insurance Group Retirement Plan side-by-side with 3 peers →

Sweeney Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sheel Holdings Corporation 401(k) Profit Sharing Plan in NY ($918K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sweeney Insurance Group Retirement Plan assets move in 2022? ▼
Sweeney Insurance Group Retirement Plan edged down modestly - down 1.3% during 2022, from $930K to $918K. Reported net income was -$12K.
Where does Sweeney Insurance Group Retirement Plan rank by assets among Form 5500 filers? ▼
Sweeney Insurance Group Retirement Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sweeney Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheel Holdings Corporation 401(k) Profit Sharing Plan in NY ($918K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Sweeney Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830855642.

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.