Other · DOL Form 5500 · 2022

SWEETSER Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
688
Participants Below avg headcount
82nd
Percentile by assets National rank
$42,450
Avg per participant Low balance/head
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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.

  • #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.

#17,099
in Healthcare & Social Assistance (20,060 peers)
+5.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sweetser 403(b) Employees Savings Plan's outsized position 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 $2,050,000,000 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

Sweetser 403(b) Employees Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweetser 403(b) Employees Savings Plan sits mid-pack in the medium band (688 participants).

Form 5500 schedule snapshot

Filing strip 010211807 · SWEETSER PY 2022 · Other

Sweetser 403(b) Employees Savings Plan · $29M · 688 · 82nd

  • ASSETS $29M
  • ASSETS 688
  • ASSETS 82nd
  • ASSETS Other
  • ASSETS near Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan
  • ASSETS ind #17099

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 Healthcare & Social Assistance retirement plans → · Plans in Maine →

Sweetser 403(b) Employees Savings Plan in the asset neighbourhood

The Harley School DC Plan$29MService Coordination, Inc. Tax Deferred Savings PlanService Coordination, Inc. T…$29MSweetser 403(b) Employees Savings PlanSweetser 403(b) Employees Sa…$29MWest Virginia University Research Corporation 403b Defined Contribution PlanWest Virginia University Res…$29MCentral Virginia Health Services Inc. Tax Shelter Annuity Retirement PlanCentral Virginia Health Serv…$29M
End-of-year total assets ($M) among Sweetser 403(b) Employees Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All SWEETSER plans reported in each filing year

Latest sponsor-wide plan assets
$35M 18.436657705936412% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.2M $34.6M ▲ +18.4%
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 ($B) Participants Sweetser 403(b) Employees Savings Plan, Total assets ($B): 0.029205581 · Participants: 688Sweetser 403(b) Employees Savings PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.248274179 · Participants: 894Colby College Retirement Plan
Sweetser 403(b) Employees Savings Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Sweetser 403(b) Employees Savings Plan side-by-side with 3 peers →

Sweetser 403(b) Employees Savings Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan in VA ($29M); by covered participants it is St. Lawrence University 403(b) Retirement Plan in NY (688 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (688 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 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).
Which Other plans cover a similar participant headcount to Sweetser 403(b) Employees Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Lawrence University 403(b) Retirement Plan in NY (688 participants, $299M 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 010211807.

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.