401(k) · DOL Form 5500 · 2023

R&j Sweet Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$287K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$143,656
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R&j Sweet Homes, Inc. 401(k) Plan · Sponsored by R&j Sweet Homes, Inc. · Texas · Real Estate

$287K in assets, 2 participants

R&j Sweet Homes, Inc.'s R&j Sweet Homes, Inc. 401(k) Plan reported $287K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #996 in Real Estate (4,727 peers)

What the 2023 filing shows

R&j Sweet Homes, Inc. 401(k) Plan holds $287K for 2 participants - about $143,656 per participant, among the smaller plans by assets on file.

#996
in Real Estate (4,727 peers)
+1.8%
assets growth YoY

R&j Sweet Homes, Inc. 401(k) Plan among the smaller filed plans by assets

R&j Sweet Homes, Inc. 401(k) Plan vs every filed plan by assets

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

$287,312 13th percentile higher than 13% 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

R&j Sweet Homes, 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. R&j Sweet Homes, 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

  • R&j Sweet Homes, Inc. 401(k) Plan reported net income rose from -$20K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • R&j Sweet Homes, Inc. 401(k) Plan end-of-year assets rose from $282K in the plan year 2022 filing to $287K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813678199 · R&j Sweet Homes, Inc. PY 2023 · 401(k)

R&j Sweet Homes, Inc. 401(k) Plan · $287K · 2 · 13th

  • PCT $287K
  • EIN 2
  • RANK 13th
  • PHOTO 401(k)
  • IND near Charlies Services Inc 401(k) Plan
  • EOY ind #996

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 Real Estate retirement plans → · Plans in Texas →

R&j Sweet Homes, Inc. 401(k) Plan in the asset neighbourhood

R&j Sweet Homes, Inc. 401(k) PlanR&j Sweet Homes, Inc. 401(k)…$287KCharlies Services Inc 401(k) PlanCharlies Services Inc 401(k)…$287KCcbj Inc. 401(k) Plan$287KGateway Supply Company Inc 401(k) Profit Sharing Plan & TrustGateway Supply Company Inc 4…$287KRose Time, Inc. Retirement PlanRose Time, Inc. Retirement P…$287K
End-of-year total assets ($M) among R&j Sweet Homes, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$282K
Net Assets (End of Year)$287K
Net Income$5K
Employer EIN813678199
Plan Effective Date2016-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (R&j Sweet Homes, Inc.)

Sponsor-wide plan assets over time

All R&j Sweet Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$293K 3.7367815073952704% vs 2022
2024 filing year
$0.28M$0.28M$0.28M$0.29M$0.3M 202220232024 $0.28M $0.29M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 2 $282K
2023 1 2 $287K
2024 1 2 $293K

Nearby 401(k) Plans in Texas

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

R&j Sweet Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants R&j Sweet Homes, Inc. 401(k) Plan, Total assets ($B): 0.000287312 · Participants: 2R&j Sweet Homes, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
R&j Sweet Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare R&j Sweet Homes, Inc. 401(k) Plan side-by-side with 3 peers →

R&j Sweet Homes, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Charlies Services Inc 401(k) Plan in SC ($287K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($287K 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.

Frequently Asked Questions

How did R&j Sweet Homes, Inc. 401(k) Plan assets move in 2023? ▼
R&j Sweet Homes, Inc. 401(k) Plan edged up modestly - up 1.8% during 2023, from $282K to $287K. Reported net income was $5K.
How have R&j Sweet Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R&j Sweet Homes, Inc.'s sponsor-wide assets grew 3.7%, from $282K to $293K.
Where does R&j Sweet Homes, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
R&j Sweet Homes, Inc. 401(k) Plan ranks in the 13th 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 R&j Sweet Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charlies Services Inc 401(k) Plan in SC ($287K, 2 participants).
Which 401(k) plans cover a similar participant headcount to R&j Sweet Homes, 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).

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 813678199.

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.