Defined Benefit (Pension) · DOL Form 5500 · 2022

Harold Byron Sweasey III Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
34th
Percentile by assets National rank
$335,762
Avg per participant High balance/head
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Official DOL plan name: Team Sweasey, Inc. Defined Benefit Pension Plan · Sponsored by Harold Byron Sweasey III · California · Real Estate

$2M in assets, 6 participants

Harold Byron Sweasey III's Team Sweasey, Inc. Defined Benefit Pension Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,654 in Real Estate (5,057 peers)

2022 asset change

Team Sweasey, Inc. Defined Benefit Pension Plan pulled back noticeably 8.7% in 2022 ($2M → $2M) for 6 participants.

#2,654
in Real Estate (5,057 peers)
-8.7%
assets change YoY

The plan reported a net loss of $193K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Team Sweasey, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Team Sweasey, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,014,573 34th percentile higher than 34% 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

Team Sweasey, Inc. Defined Benefit Pension 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. Team Sweasey, Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 843486420 · Harold Byron Sweasey III PY 2022 · Defined Benefit (Pension)

Team Sweasey, Inc. Defined Benefit Pension Plan · $2M · 6 · 34th

  • PCT $2M
  • EIN 6
  • RANK 34th
  • PHOTO Defined Benefit (Pension)
  • IND near The Great Lakes Brewing Company Cash Balance Plan and Trust
  • EOY ind #2654

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 Real Estate retirement plans → · Plans in California →

Team Sweasey, Inc. Defined Benefit Pension Plan in the asset neighbourhood

The Great Lakes Brewing Company Cash Balance Plan and TrustThe Great Lakes Brewing Comp…$2MTeam Sweasey, Inc. Defined Benefit Pension PlanTeam Sweasey, Inc. Defined B…$2MVisiting Nurse Association of Florida, Inc. Defined Benefit PlanVisiting Nurse Association o…$2MThe Dings Company Pension PlanThe Dings Company Pension Pl…$2MWater Saver Faucet Co. Union Employees Pension Plan & TrustWater Saver Faucet Co. Union…$2M
End-of-year total assets ($M) among Team Sweasey, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Harold Byron Sweasey III years around the 2022 move

Sponsor-wide plan assets over time

All Harold Byron Sweasey III plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.408535712598045% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.92M $2.67M ▼ -8.6%
Year Plans Participants Total Assets
2022 2 12 $3M
2023 1 7 $3M
2024 1 7 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$193K
Employer EIN843486420
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Team Sweasey, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Team Sweasey, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002014573 · Participants: 6Team Sweasey, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Team Sweasey, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Team Sweasey, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Team Sweasey, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Great Lakes Brewing Company Cash Balance Plan and Trust in OH ($2M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Team Sweasey, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Team Sweasey, Inc. Defined Benefit Pension Plan pulled back noticeably - down 8.7% during 2022, from $2M to $2M. Reported net income was -$193K.
How have Harold Byron Sweasey III plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harold Byron Sweasey III's sponsor-wide assets declined 8.4%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Team Sweasey, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Great Lakes Brewing Company Cash Balance Plan and Trust in OH ($2M, 151 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Team Sweasey, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A 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 843486420.

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.