Money Purchase · DOL Form 5500 · 2022
James a. Sweet, Cpa Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
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.
- #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.
- #6,663
- in Professional & Technical Services (21,562 peers)
- -17.8%
- assets change YoY
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.
James a. Sweet, Cpa Keogh Plan's mid-pack asset rank among Professional & Technical Services and all filers
James a. Sweet, Cpa Keogh Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,064,849 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
James a. Sweet, Cpa Keogh 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. James a. Sweet, Cpa Keogh Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 391244219 · James a. Sweet, Cpa PY 2022 · Money Purchase
James a. Sweet, Cpa Keogh Plan · $2M · 1 · 34th
- SCH $2M
- EBSA 1
- PART 34th
- TYPE Money Purchase
- NET near Software Plus P-S Plan
- BOOK ind #6663
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
James a. Sweet, Cpa Keogh Plan in the asset neighbourhood
James a. Sweet, Cpa years around the 2022 move
Sponsor-wide plan assets over time
All James a. Sweet, Cpa plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.31808621356815925% vs 2022
- 2024 filing year
| 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.
- 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
James a. Sweet, Cpa Keogh Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Software Plus P-S Plan in MI ($2M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.