401(k) · DOL Form 5500 · 2022

Sweetwater Sound, LLC 401(k) Plan

Data updated 2026-08-11

$64M
Total assets
1,936
Participants
90th
Percentile by assets
$33,114
Avg per participant
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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.

  • 90th percentile by assets (of 139,126 plans)
  • #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.

$64M
total plan assets (2022 EOY)
1,936
covered participants
90th
percentile by assets (of 139,126 plans)
$33,114
avg assets per participant

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.

Where Sweetwater 401(k) and Profit Sharing Plan sits 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 $2,010,000,000 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

State
Industry

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Sweetwater 401(k) and Profit Sharing Plan reports 1,936 participants - 3.6x that state average ($64M EOY assets).

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)

$40M$60M$80M$100M$120M 202220232024 $64.1M $106M ▲ +65.0%
Total plan assets by year, all Sweetwater Sound, LLC plans on file
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 ($B) Participants Sweetwater 401(k) an…, Total assets ($B): 0.064109114 · Participants: 1936Sweetwater 401(k) an…Elevance Health 401(…, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(…The Lilly Employee 4…, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 4…Cummins Retirement a…, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc.…
Sweetwater 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sweetwater 401(k) and Profit Sharing Plan by total assets, not by location.

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).

Next read for Sweetwater 401(k) and Profit Sharing Pla…

Filing takeaways

Ways to act on Sweetwater 401(k) and Profit Sharing Plan's numbers.

  • By total assets, Sweetwater 401(k) and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
  • Sweetwater Sound, LLC's sponsor-wide assets have grown 65.0% since 2022 across 3 plan years on file. More Retail Trade plans