Profit Sharing · DOL Form 5500 · 2023
Sweetwater Home Services Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $623,237
- Avg per participant High balance/head
Official DOL plan name: Sweetwater Home Services Inc. Retirement Plan · Sponsored by Sweetwater Home Services Inc. · Florida · Administrative & Support Services
$1M in assets, 2 participants
Sweetwater Home Services Inc.'s Sweetwater Home Services Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #2,161 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Sweetwater Home Services Inc. Retirement Plan ranks #2,161 of 4,372 2023 filers by assets (2315% of the sector average)-$1M for 2 participants.
- #2,161
- in Administrative & Support Services (4,372 peers)
- -7.1%
- assets change YoY
The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sweetwater Home Services Inc. Retirement Plan among the smaller filed plans by assets
Sweetwater Home Services Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,246,473 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sweetwater Home Services Inc. Retirement 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. Sweetwater Home Services Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sweetwater Home Services Inc. Retirement Plan reported net income fell from -$37K in the plan year 2022 filing to -$96K in the plan year 2023 filing.
- Sweetwater Home Services Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
DOL schedule card
Filing strip 823520126 · Sweetwater Home Services Inc. PY 2023 · Profit Sharing
Sweetwater Home Services Inc. Retirement Plan · $1M · 2 · 26th
- PART $1M
- PART 2
- PART 26th
- PART Profit Sharing
- PART near Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust
- PART ind #2161
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 Administrative & Support Services retirement plans → · Plans in Florida →
Sweetwater Home Services Inc. Retirement Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$96K |
| Employer EIN | 823520126 |
| Plan Effective Date | 2017-11-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sweetwater Home Services Inc.)
Sponsor-wide plan assets over time
All Sweetwater Home Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $465K 65.35717797663213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $465K |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Sweetwater Home Services Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust in MD ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.