401(k) · DOL Form 5500 · 2023

Sweet Express, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
422
Participants Below avg headcount
28th
Percentile by assets National rank
$3,882
Avg per participant Low balance/head
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Official DOL plan name: Sweet Companys' Retirement Plan · Sponsored by Sweet Express, LLC · Michigan · Transportation & Warehousing

$2M in assets, 422 participants

Sweet Express, LLC's Sweet Companys' Retirement Plan reported $2M in total assets and 422 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #938 in Transportation & Warehousing (3,362 peers)

Sweet Express, LLC multi-year trail

Sweet Express, LLC's plans moved +19.8% in assets from 2022 to 2024; this filing shows Sweet Companys' Retirement Plan at $2M / 422 participants.

#938
in Transportation & Warehousing (3,362 peers)
+10.0%
assets growth YoY

Sweet Companys' Retirement Plan among the smaller filed plans by assets

Sweet Companys' Retirement Plan vs every filed plan by assets

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

$1,638,086 28th percentile higher than 28% 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 Companys' Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweet Companys' Retirement Plan sits mid-pack in the medium band (422 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sweet Companys' Retirement Plan reported net income rose from -$102K in the plan year 2022 filing to $149K in the plan year 2023 filing.
  • Sweet Companys' Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200528673 · Sweet Express, LLC PY 2023 · 401(k)

Sweet Companys' Retirement Plan · $2M · 422 · 28th

  • RANK $2M
  • PHOTO 422
  • IND 28th
  • EOY 401(k)
  • 5500 near Nasco Construction Ser 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #938

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Sweet Companys' Retirement Plan in the asset neighbourhood

Sweet Companys' Retirement PlanSweet Companys' Retirement P…$2MNasco Construction Ser 401(k) Profit Sharing Plan & TrustNasco Construction Ser 401(k…$2MSpectrum of Hope Retirement PlanSpectrum of Hope Retirement …$2MOapc Savings Plan$2MLbpo Management, LLC 401(k) PlanLbpo Management, LLC 401(k) …$2M
End-of-year total assets ($M) among Sweet Companys' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sweet Express, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sweet Express, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.7914155822618% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.49M $1.78M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 422 $1M
2023 1 422 $2M
2024 1 409 $2M

Sweet Express, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$149K
Employer EIN200528673
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Sweet Companys' Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Sweet Companys' Retirement Plan, Total assets ($B): 0.001638086 · Participants: 422Sweet Companys' Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Sweet Companys' Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Sweet Companys' Retirement Plan side-by-side with 3 peers →

Sweet Companys' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Nasco Construction Ser 401(k) Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Kiel Center 401(k) Plan in MO (422 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (422 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 Companys' Retirement Plan assets move in 2023? ▼
Sweet Companys' Retirement Plan grew at a solid clip - up 10.0% during 2023, from $1M to $2M. Reported net income was $149K.
How have Sweet Express, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweet Express, LLC's sponsor-wide assets grew 19.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Sweet Companys' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nasco Construction Ser 401(k) Profit Sharing Plan & Trust in NY ($2M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Sweet Companys' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kiel Center 401(k) Plan in MO (422 participants, $21M 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 200528673.

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.