Defined Benefit (Pension) · DOL Form 5500 · 2023

Harold Byron Sweasey III Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$359,638
Avg per participant High balance/head
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Official DOL plan name: Team Sweasey, Inc. Defined Benefit Pension Plan · Sponsored by Harold Byron Sweasey III · California · Real Estate

$3M in assets, 7 participants

Harold Byron Sweasey III's Team Sweasey, Inc. Defined Benefit Pension Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,512 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Team Sweasey, Inc. Defined Benefit Pension Plan ranks #2,512 of 4,727 2023 filers by assets (1031% of the sector average)-$3M for 7 participants.

#2,512
in Real Estate (4,727 peers)
+25.0%
assets growth YoY

Team Sweasey, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Team Sweasey, Inc. Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,517,464 33rd percentile higher than 33% of 127,068 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 2023

Team Sweasey, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Team Sweasey, Inc. Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Team Sweasey, Inc. Defined Benefit Pension Plan reported net income rose from -$193K in the plan year 2022 filing to $503K in the plan year 2023 filing.
  • Team Sweasey, Inc. Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Team Sweasey, Inc. Defined Benefit Pension Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 843486420 · Harold Byron Sweasey III PY 2023 · Defined Benefit (Pension)

Team Sweasey, Inc. Defined Benefit Pension Plan · $3M · 7 · 33rd

  • EIN $3M
  • RANK 7
  • PHOTO 33rd
  • IND Defined Benefit (Pension)
  • EOY near International Longshoremens Assn Local Union Union 1416 Retirement Income Plan
  • 5500 ind #2512

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 Real Estate retirement plans → · Plans in California →

Team Sweasey, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Team Sweasey, Inc. Defined Benefit Pension PlanTeam Sweasey, Inc. Defined B…$3MInternational Longshoremens Assn Local Union Union 1416 Retirement Income PlanInternational Longshoremens …$3MVirendra Kumar Agarwal, Md, PA Defined Benefit Pension PlanVirendra Kumar Agarwal, Md, …$3MThe Eye Clinic, Inc. Cash Balance PlanThe Eye Clinic, Inc. Cash Ba…$3MSpecification Rubber Products Inc. Salaried Integrated Defined Benefit PlanSpecification Rubber Product…$3M
End-of-year total assets ($M) among Team Sweasey, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$503K
Employer EIN843486420
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harold Byron Sweasey III)

Sponsor-wide plan assets over time

All Harold Byron Sweasey III plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.408535712598045% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.92M $2.67M ▼ -8.6%
Year Plans Participants Total Assets
2022 2 12 $3M
2023 1 7 $3M
2024 1 7 $3M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Team Sweasey, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Team Sweasey, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002517464 · Participants: 7Team Sweasey, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Team Sweasey, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Team Sweasey, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Team Sweasey, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is International Longshoremens Assn Local Union Union 1416 Retirement Income Plan in FL ($3M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Team Sweasey, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Team Sweasey, Inc. Defined Benefit Pension Plan grew sharply - up 25.0% during 2023, from $2M to $3M. Reported net income was $503K.
How have Harold Byron Sweasey III plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harold Byron Sweasey III's sponsor-wide assets declined 8.4%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Team Sweasey, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Longshoremens Assn Local Union Union 1416 Retirement Income Plan in FL ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Team Sweasey, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is David T. Jones, Dds Cash Balance Plan in NY (7 participants, $658K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843486420.

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.