401(k) · DOL Form 5500 · 2022

Sweetwater Sound, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
1,936
Participants Near avg headcount
90th
Percentile by assets National rank
$33,114
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sweetwater 401(k) and Profit Sharing Plan · Sponsored by Sweetwater Sound, LLC · Indiana · Retail Trade

$64M in assets, 1,936 participants

Sweetwater Sound, LLC's Sweetwater 401(k) and Profit Sharing Plan reported $64M in total assets and 1,936 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #9,006 in Retail Trade (9,519 peers)

Coverage in Indiana

Sweetwater 401(k) and Profit Sharing Plan covers 1,936 participants in Indiana, 3.6x the typical Indiana plan (state average ~541 per filing). Assets: $64M.

#9,006
in Retail Trade (9,519 peers)
-5.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sweetwater 401(k) and Profit Sharing Plan's outsized position by total assets

Sweetwater 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$64,109,114 Top 10% higher than 90% 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

Sweetwater 401(k) and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweetwater 401(k) and Profit Sharing Plan lands in the large band (1,936 participants).

Plan-year Form 5500 strip

Filing strip 352023299 · Sweetwater Sound, LLC PY 2022 · 401(k)

Sweetwater 401(k) and Profit Sharing Plan · $64M · 1,936 · 90th

  • EOY $64M
  • 5500 1,936
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Hvcu 401(k) Plan
  • RANK ind #9006

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 Retail Trade retirement plans → · Plans in Indiana →

Sweetwater 401(k) and Profit Sharing Plan in the asset neighbourhood

Tt Electronics 401(k) Retirement PlanTt Electronics 401(k) Retire…$64MSweetwater 401(k) and Profit Sharing PlanSweetwater 401(k) and Profit…$64MHvcu 401(k) Plan$64MTechmer Pm, LLC 401(k) Profit Sharing PlanTechmer Pm, LLC 401(k) Profi…$64MCambridge Bancorp Savings Investment PlanCambridge Bancorp Savings In…$64M
End-of-year total assets ($M) among Sweetwater 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$64M
Net Income-$3M
Employer EIN352023299
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sweetwater Sound, LLC)

Sponsor-wide plan assets over time

All Sweetwater Sound, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$106M 64.98932897434833% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $64.1M $106M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 1,936 $64M
2023 1 2,265 $84M
2024 1 2,426 $106M

Nearby 401(k) Plans in Indiana

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

Sweetwater 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Sweetwater 401(k) and Profit Sharing Plan, Total assets ($B): 0.064109114 · Participants: 1936Sweetwater 401(k) and Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sweetwater 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sweetwater 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Sweetwater 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Hvcu 401(k) Plan in NY ($64M); by covered participants it is Smiledirectclub 401(k) Plan in TN (1,936 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,936 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 Sweetwater 401(k) and Profit Sharing Plan assets move in 2022? ▼
Sweetwater 401(k) and Profit Sharing Plan pulled back noticeably - down 5.0% during 2022, from $68M to $64M. Reported net income was -$3M.
How have Sweetwater Sound, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweetwater Sound, LLC's sponsor-wide assets grew 65.0%, from $64M to $106M.
Where does Sweetwater 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sweetwater 401(k) and Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sweetwater 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hvcu 401(k) Plan in NY ($64M, 773 participants).
Which 401(k) plans cover a similar participant headcount to Sweetwater 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smiledirectclub 401(k) Plan in TN (1,936 participants, $31M 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 352023299.

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.