401(k) · DOL Form 5500 · 2023
Sweet Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $466K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $466,208
- Avg per participant High balance/head
Official DOL plan name: Sweet Holdings Inc. Retirement Plan · Sponsored by Sweet Holdings Inc. · Minnesota · Other Services
$466K in assets, 1 participants
Sweet Holdings Inc.'s Sweet Holdings Inc. Retirement Plan reported $466K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,940 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Sweet Holdings Inc. Retirement Plan ranks #2,940 of 7,857 2023 filers by assets (4305% of the sector average)-$466K for 1 participant.
- #2,940
- in Other Services (7,857 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sweet Holdings Inc. Retirement Plan among the smaller filed plans by assets
Sweet Holdings Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$466,208 17th percentile higher than 17% 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
Sweet Holdings 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. Sweet Holdings Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sweet Holdings Inc. Retirement Plan reported net income fell from $195K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
DOL schedule card
Filing strip 833066792 · Sweet Holdings Inc. PY 2023 · 401(k)
Sweet Holdings Inc. Retirement Plan · $466K · 1 · 17th
- EBSA $466K
- PART 1
- TYPE 17th
- NET 401(k)
- BOOK near High Point Logistics, LLC 401(k) Plan
- VS-ST ind #2940
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 Other Services retirement plans → · Plans in Minnesota →
Sweet Holdings Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $471K |
|---|---|
| Net Assets (End of Year) | $466K |
| Net Income | -$5K |
| Employer EIN | 833066792 |
| Plan Effective Date | 2019-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sweet Holdings Inc.)
Sponsor-wide plan assets over time
All Sweet Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $471K 0.07199393467028264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $471K |
| 2023 | 1 | 1 | $466K |
| 2024 | 1 | 1 | $471K |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Sweet Holdings Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is High Point Logistics, LLC 401(k) Plan in TN ($466K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($466K here).
- High Point Logistics, LLC 401(k) Plan (TN) $466K · 59
- Swingers - Institute of Competitive Socialising 401(k) Plan (NY) $466K · N/A
- Shard Innovations Inc. 401(k) Plan (OR) $466K · 7
- Allmon Insurance Retirement Plan (CO) $466K · 4
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.