Money Purchase · DOL Form 5500 · 2022
James a. Sweet, Cpa Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 34th
- Percentile by assets
- $2.1M
- Avg per participant
Official DOL plan name: James a. Sweet, Cpa Keogh Plan · Sponsored by James a. Sweet, Cpa · Wisconsin · Professional & Technical Services
$2M in assets, 1 participants
James a. Sweet, Cpa's James a. Sweet, Cpa Keogh Plan reported $2M in total assets and 1 participant 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.
- 34th percentile by assets (of 139,126 plans)
- #6,663 in Professional & Technical Services (21,562 peers)
2022 asset change
James a. Sweet, Cpa Keogh Plan declined sharply 17.8% in 2022 ($3M → $2M) for 1 participant.
- $2M
- total plan assets (2022 EOY)
- 1
- covered participants
- 34th
- percentile by assets (of 139,126 plans)
- $2.1M
- avg assets per participant
The plan reported a net loss of $448K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for James a. Sweet, Cpa Keogh Plan
Year over year, total assets declined sharply from $3M at the start of 2022 to $2M at year-end (down 17.8%). Net assets closed at $2M; reported net income -$448K.
James a. Sweet, Cpa years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$448K |
| Employer EIN | 391244219 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
James a. Sweet, Cpa Keogh Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to James a. Sweet, Cpa Keogh Plan by total assets, not by location.
Frequently Asked Questions
How did James a. Sweet, Cpa Keogh Plan assets move in 2022? ▼
How have James a. Sweet, Cpa plan assets changed over time? ▼
Which Money Purchase plans are similar in size to James a. Sweet, Cpa Keogh Plan? ▼
Next read for James a. Sweet, Cpa Keogh Plan
2022 change
Ways to act on James a. Sweet, Cpa Keogh Plan's numbers.
- By total assets, James a. Sweet, Cpa Keogh Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- James a. Sweet, Cpa's sponsor-wide assets have declined 0.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans