Other · DOL Form 5500 · 2022

SWEETSER Retirement Plan

Data updated 2026-08-11

$29M
Total assets
688
Participants
82nd
Percentile by assets
$42,450
Avg per participant
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Official DOL plan name: Sweetser 403(b) Employees Savings Plan · Sponsored by SWEETSER · Maine · Healthcare & Social Assistance

$29M in assets, 688 participants

SWEETSER's Sweetser 403(b) Employees Savings Plan reported $29M in total assets and 688 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #17,099 in Healthcare & Social Assistance (20,060 peers)

Where Sweetser 403(b) Employees Savings Plan sits by assets

Sweetser 403(b) Employees Savings Plan sits in the top quartile of all filed plans by assets, $29M for 688 participants (~$42,450/participant), up 5.5% in 2022.

$29M
total plan assets (2022 EOY)
688
covered participants
82nd
percentile by assets (of 139,126 plans)
$42,450
avg assets per participant

Where Sweetser 403(b) Employees Savings Plan sits by total assets

Sweetser 403(b) Employees Savings Plan vs every filed plan by assets

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

$29,205,581 Top 18% higher than 82% 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

Sweetser 403(b) Employees Savings Plan vs the 2022 asset distribution

By assets, Sweetser 403(b) Employees Savings Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN010211807
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SWEETSER)

$28M$30M$32M$34M$36M 202220232024 $29.2M $34.6M ▲ +18.4%
Total plan assets by year, all SWEETSER plans on file
Year Plans Participants Total Assets
2022 1 688 $29M
2023 1 560 $33M
2024 1 529 $35M

Nearby Other Plans in Maine

Peer Other plans, same state, same plan type, ranked by total assets.

Sweetser 403(b) Employees Savings Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Sweetser 403(b) Empl…, Total assets ($B): 0.029205581 · Participants: 688Sweetser 403(b) Empl…Mainehealth 403(b) R…, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) R…Northern Light Healt…, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Healt…Jax 403(b) Retiremen…, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retiremen…Mainegeneral Health …, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health …Colby College Retire…, Total assets ($B): 0.248274179 · Participants: 894Colby College Retire…
Sweetser 403(b) Employees Savings Plan vs. nearby Other plans in Maine, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sweetser 403(b) Employees Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Sweetser 403(b) Employees Savings Plan assets move in 2022?
Sweetser 403(b) Employees Savings Plan grew at a solid clip - up 5.5% during 2022, from $28M to $29M. Reported net income was $2M.
How have SWEETSER plan assets changed over time?
Across 3 plan years on file (2022-2024), SWEETSER's sponsor-wide assets grew 18.4%, from $29M to $35M.
Where does Sweetser 403(b) Employees Savings Plan rank by assets among Form 5500 filers?
Sweetser 403(b) Employees Savings Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sweetser 403(b) Employees Savings Plan?
Among Other plans in other states, the closest by assets is Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan in VA ($29M, 375 participants).

Next read for Sweetser 403(b) Employees Savings Plan

Scale reading

Ways to act on Sweetser 403(b) Employees Savings Plan's numbers.