401(k) · DOL Form 5500 · 2023

Sweet, Stevens, Katz & Williams LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
39
Participants Small participant base
62nd
Percentile by assets National rank
$304,441
Avg per participant High balance/head
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Official DOL plan name: Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan · Sponsored by Sweet, Stevens, Katz & Williams LLP · Pennsylvania · Professional & Technical Services

$12M in assets, 39 participants

Sweet, Stevens, Katz & Williams LLP's Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan reported $12M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,470 in Professional & Technical Services (20,321 peers)

2023 asset change

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan grew at a solid clip 11.6% in 2023 ($11M → $12M) for 39 participants.

#12,470
in Professional & Technical Services (20,321 peers)
+11.6%
assets growth YoY

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan vs every filed plan by assets

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

$11,873,209 Top 38% higher than 62% 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

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan reported participants fell from 41 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232807059 · Sweet, Stevens, Katz & Williams LLP PY 2023 · 401(k)

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan · $12M · 39 · 62nd

  • NET $12M
  • NET 39
  • NET 62nd
  • NET 401(k)
  • NET near Remington College 401(k) Plan and Trust
  • NET ind #12470

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan in the asset neighbourhood

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings PlanSweet, Stevens, Katz & Willi…$12MRemington College 401(k) Plan and TrustRemington College 401(k) Pla…$12MWalther Farms LLC 401(k) Plan$12MTes 401(k) Plan$12MKi Industries, Inc. Retirement Savings PlanKi Industries, Inc. Retireme…$12M
End-of-year total assets ($M) among Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sweet, Stevens, Katz & Williams LLP years around the 2023 move

Sponsor-wide plan assets over time

All Sweet, Stevens, Katz & Williams LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 4.548091310330308% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M 202220232024 $10.6M $11.1M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 41 $11M
2023 1 39 $12M
2024 1 39 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN232807059
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan, Total assets ($B): 0.011873209 · Participants: 39Sweet, Stevens, Katz & Williams 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan side-by-side with 3 peers →

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Remington College 401(k) Plan and Trust in TX ($12M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan assets move in 2023? ▼
Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan grew at a solid clip - up 11.6% during 2023, from $11M to $12M. Reported net income was $1M.
How have Sweet, Stevens, Katz & Williams LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweet, Stevens, Katz & Williams LLP's sponsor-wide assets grew 4.5%, from $11M to $11M.
Which 401(k) plans are similar in size to Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Remington College 401(k) Plan and Trust in TX ($12M, 302 participants).
Which 401(k) plans cover a similar participant headcount to Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants, N/A 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 232807059.

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.