401(k) · DOL Form 5500 · 2023

Sweet Spot Distributing Inc 401(k) Plan

Data updated 2026-08-25

$358K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$178,854
Avg per participant Above avg balance/head
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Official DOL plan name: Sweet Spot Distributing Inc 401(k) Plan · Sponsored by Sweet Spot Distributing Inc · Pennsylvania · Manufacturing

$358K in assets, 2 participants

Sweet Spot Distributing Inc's Sweet Spot Distributing Inc 401(k) Plan reported $358K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,132 in Manufacturing (18,722 peers)

Sweet Spot Distributing Inc multi-year trail

Sweet Spot Distributing Inc's plans moved -67.8% in assets from 2022 to 2024; this filing shows Sweet Spot Distributing Inc 401(k) Plan at $358K / 2 participants.

#1,132
in Manufacturing (18,722 peers)
-37.3%
assets change YoY

The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sweet Spot Distributing Inc 401(k) Plan among the smaller filed plans by assets

Sweet Spot Distributing Inc 401(k) Plan vs every filed plan by assets

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

$357,707 15th percentile higher than 15% 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 Spot Distributing Inc 401(k) 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. Sweet Spot Distributing Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sweet Spot Distributing Inc 401(k) Plan reported net income fell from -$20K in the plan year 2022 filing to -$212K in the plan year 2023 filing.
  • Sweet Spot Distributing Inc 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Sweet Spot Distributing Inc 401(k) Plan end-of-year assets fell from $570K in the plan year 2022 filing to $358K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 872246311 · Sweet Spot Distributing Inc PY 2023 · 401(k)

Sweet Spot Distributing Inc 401(k) Plan · $358K · 2 · 15th

  • PHOTO $358K
  • PHOTO 2
  • PHOTO 15th
  • PHOTO 401(k)
  • PHOTO near Aztec Independent Distributor Corporation 401(k) Plan
  • PHOTO ind #1132

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Sweet Spot Distributing Inc 401(k) Plan in the asset neighbourhood

Sweet Spot Distributing Inc 401(k) PlanSweet Spot Distributing Inc …$358KAztec Independent Distributor Corporation 401(k) PlanAztec Independent Distributo…$358K786 Nazneen Retirement Plan$358KPinestone Partners Retirement PlanPinestone Partners Retiremen…$358KM Reed Dillingham 401(k) Profit Sharing Plan & TrustM Reed Dillingham 401(k) Pro…$358K
End-of-year total assets ($M) among Sweet Spot Distributing Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sweet Spot Distributing Inc multi-year asset trail

Sponsor-wide plan assets over time

All Sweet Spot Distributing Inc plans reported in each filing year

Latest sponsor-wide plan assets
$184K 67.7551364066115% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.57M $0.18M ▼ -68.4%
Year Plans Participants Total Assets
2022 1 1 $570K
2023 1 2 $358K
2024 1 2 $184K

Sweet Spot Distributing Inc filing trail (2023)

Total Assets (Beginning of Year)$570K
Net Assets (End of Year)$358K
Net Income-$212K
Employer EIN872246311
Plan Effective Date2021-08-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Sweet Spot Distributing Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Sweet Spot Distributing Inc 401(k) Plan, Total assets ($B): 0.000357707 · Participants: 2Sweet Spot Distributing Inc 401(k) 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 Spot Distributing Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Sweet Spot Distributing Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aztec Independent Distributor Corporation 401(k) Plan in TX ($358K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Sweet Spot Distributing Inc 401(k) Plan assets move in 2023?
Sweet Spot Distributing Inc 401(k) Plan contracted severely - down 37.3% during 2023, from $570K to $358K. Reported net income was -$212K.
How have Sweet Spot Distributing Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Sweet Spot Distributing Inc's sponsor-wide assets declined 67.8%, from $570K to $184K.
Where does Sweet Spot Distributing Inc 401(k) Plan rank by assets among Form 5500 filers?
Sweet Spot Distributing Inc 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sweet Spot Distributing Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Aztec Independent Distributor Corporation 401(k) Plan in TX ($358K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sweet Spot Distributing Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).