Profit Sharing · DOL Form 5500 · 2023
Sweatt Equities Inc. Profit Sharing Plan
Data updated 2026-08-25
- $210K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $105,000
- Avg per participant Below avg balance/head
Official DOL plan name: Sweatt Equities Inc. Retirement Plan · Sponsored by Sweatt Equities Inc. · Alabama · Retail Trade
$210K in assets, 2 participants
Sweatt Equities Inc.'s Sweatt Equities Inc. Retirement Plan reported $210K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,498 in Retail Trade (8,414 peers)
Sweatt Equities Inc. multi-year trail
Sweatt Equities Inc.'s plans moved +20.2% in assets from 2023 to 2024; this filing shows Sweatt Equities Inc. Retirement Plan at $210K / 2 participants.
- #1,498
- in Retail Trade (8,414 peers)
- $210K
- reported net income
Sweatt Equities Inc. Retirement Plan among the smaller filed plans by assets
Sweatt Equities Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$210,000 11th percentile higher than 11% 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
Sweatt Equities 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. Sweatt Equities Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 934695949 · Sweatt Equities Inc. PY 2023 · Profit Sharing
Sweatt Equities Inc. Retirement Plan · $210K · 2 · 11th
- RANK $210K
- RANK 2
- RANK 11th
- RANK Profit Sharing
- RANK near Here and Now Healthcare Incorporated Retirement Plan
- RANK ind #1498
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 Retail Trade retirement plans → · Plans in Alabama →
Sweatt Equities Inc. Retirement Plan in the asset neighbourhood
Sweatt Equities Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sweatt Equities Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $253K 20.238095238095237% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2 | $210K |
| 2024 | 1 | 2 | $253K |
Sweatt Equities Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $210K |
| Net Income | $210K |
| Employer EIN | 934695949 |
| Plan Effective Date | 2023-12-20 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $45M · 2,207
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Auto Investment, Inc. 401(k) Plan $24M · 392
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $15M · 103
Sweatt Equities Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Here and Now Healthcare Incorporated Retirement Plan in CO ($210K); 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 ($210K 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.