Money Purchase · DOL Form 5500 · 2023

James a. Sweet, Cpa Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: James a. Sweet, Cpa Keogh Plan · Sponsored by James a. Sweet, Cpa · Wisconsin · Professional & Technical Services

$2M in assets, 1 participants

James a. Sweet, Cpa's James a. Sweet, Cpa Keogh Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,407 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

James a. Sweet, Cpa Keogh Plan holds $2M for 1 participant - about $2.0M per participant, in the lower half of filed plans by assets.

#5,407
in Professional & Technical Services (20,321 peers)
-2.1%
assets change YoY

The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James a. Sweet, Cpa Keogh Plan among the smaller filed plans by assets

James a. Sweet, Cpa Keogh Plan vs every filed plan by assets

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

$2,020,766 31st percentile higher than 31% 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

James a. Sweet, Cpa Keogh 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. James a. Sweet, Cpa Keogh Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James a. Sweet, Cpa Keogh Plan reported net income rose from -$448K in the plan year 2022 filing to -$44K in the plan year 2023 filing.
  • James a. Sweet, Cpa Keogh Plan end-of-year assets fell from $2M 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 391244219 · James a. Sweet, Cpa PY 2023 · Money Purchase

James a. Sweet, Cpa Keogh Plan · $2M · 1 · 31st

  • PART $2M
  • TYPE 1
  • NET 31st
  • BOOK Money Purchase
  • VS-ST near Retirement Plan of Seward Prosser Mellon Separate Trust
  • BOY ind #5407

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 Wisconsin →

James a. Sweet, Cpa Keogh Plan in the asset neighbourhood

Robert J King Jr Defined Benefit Pension PlanRobert J King Jr Defined Ben…$2MJames a. Sweet, Cpa Keogh PlanJames a. Sweet, Cpa Keogh Pl…$2MRetirement Plan of Seward Prosser Mellon Separate TrustRetirement Plan of Seward Pr…$2MAsheville Transit Employees Money Purchase Pension PlanAsheville Transit Employees …$2MMidland Pathology Associates P.C. Employee Pension Plan and TrustMidland Pathology Associates…$2M
End-of-year total assets ($M) among James a. Sweet, Cpa Keogh Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$44K
Employer EIN391244219
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James a. Sweet, Cpa)

Sponsor-wide plan assets over time

All James a. Sweet, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.31808621356815925% vs 2022
2024 filing year
$2M$2.02M$2.04M$2.06M$2.08M 202220232024 $2.06M $2.06M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

James a. Sweet, Cpa Keogh Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants James a. Sweet, Cpa Keogh Plan, Total assets ($B): 0.002020766 · Participants: 1James a. Sweet, Cpa Keogh PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase Fund
James a. Sweet, Cpa Keogh Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare James a. Sweet, Cpa Keogh Plan side-by-side with 3 peers →

James a. Sweet, Cpa Keogh Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Retirement Plan of Seward Prosser Mellon Separate Trust in PA ($2M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 James a. Sweet, Cpa Keogh Plan assets move in 2023? ▼
James a. Sweet, Cpa Keogh Plan edged down modestly - down 2.1% during 2023, from $2M to $2M. Reported net income was -$44K.
How have James a. Sweet, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James a. Sweet, Cpa's sponsor-wide assets declined 0.3%, from $2M to $2M.
Which Money Purchase plans are similar in size to James a. Sweet, Cpa Keogh Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Seward Prosser Mellon Separate Trust in PA ($2M, 15 participants).
Which Money Purchase plans cover a similar participant headcount to James a. Sweet, Cpa Keogh Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 391244219.

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.