Money Purchase · DOL Form 5500 · 2023

Henry M. Sweeny Company Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
31st
Percentile by assets National rank
$152,831
Avg per participant Above avg balance/head
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Official DOL plan name: Henry M. Sweeny Company Money Purchase Pension Plan · Sponsored by Henry M. Sweeny Company · Maryland · Wholesale Trade

$2M in assets, 14 participants

Henry M. Sweeny Company's Henry M. Sweeny Company Money Purchase Pension Plan reported $2M in total assets and 14 participants 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.

  • #1,285 in Wholesale Trade (6,309 peers)

Henry M. Sweeny Company multi-year trail

Henry M. Sweeny Company's plans moved +48.3% in assets from 2022 to 2024; this filing shows Henry M. Sweeny Company Money Purchase Pension Plan at $2M / 14 participants.

#1,285
in Wholesale Trade (6,309 peers)
+31.3%
assets growth YoY

Henry M. Sweeny Company Money Purchase Pension Plan among the smaller filed plans by assets

Henry M. Sweeny Company Money Purchase Pension Plan vs every filed plan by assets

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

$2,139,627 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

Henry M. Sweeny Company Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henry M. Sweeny Company Money Purchase Pension Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henry M. Sweeny Company Money Purchase Pension Plan reported net income rose from $116K in the plan year 2022 filing to $511K in the plan year 2023 filing.
  • Henry M. Sweeny Company Money Purchase Pension Plan reported participants rose from 10 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Henry M. Sweeny Company Money Purchase Pension Plan end-of-year assets rose 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 530178147 · Henry M. Sweeny Company PY 2023 · Money Purchase

Henry M. Sweeny Company Money Purchase Pension Plan · $2M · 14 · 31st

  • IND $2M
  • EOY 14
  • 5500 31st
  • ASSETS Money Purchase
  • PCT near Bio Terra Corporation Money Purchase Pension Plan
  • EIN ind #1285

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 Wholesale Trade retirement plans → · Plans in Maryland →

Henry M. Sweeny Company Money Purchase Pension Plan in the asset neighbourhood

A. Raimondo, Inc. Defined Contribution Pension PlanA. Raimondo, Inc. Defined Co…$2MWolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716Wolcott Chiropractic Profit …$2MHenry M. Sweeny Company Money Purchase Pension PlanHenry M. Sweeny Company Mone…$2MBio Terra Corporation Money Purchase Pension PlanBio Terra Corporation Money …$2MFlint Institute of Arts Defined Contribution Pension PlanFlint Institute of Arts Defi…$2M
End-of-year total assets ($M) among Henry M. Sweeny Company Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Henry M. Sweeny Company multi-year asset trail

Sponsor-wide plan assets over time

All Henry M. Sweeny Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.31669723174039% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.79M $5.62M ▲ +48.3%
Year Plans Participants Total Assets
2022 2 20 $4M
2023 2 28 $5M
2024 2 26 $6M

Henry M. Sweeny Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$511K
Employer EIN530178147
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

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

Henry M. Sweeny Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Henry M. Sweeny Company Money Purchase Pension Plan, Total assets ($B): 0.002139627 · Participants: 14Henry M. Sweeny Company Money Purchase Pension PlanNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.673002016 · Participants: 7852The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.26967278 · Participants: 2948Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.154828727 · Participants: 7644Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.131117321 · Participants: 230Defined Contribution Plan for the Employees of the American Institute of Physics
Henry M. Sweeny Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Henry M. Sweeny Company Money Purchase Pension Plan side-by-side with 3 peers →

Henry M. Sweeny Company Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Bio Terra Corporation Money Purchase Pension Plan in CA ($2M); by covered participants it is Retirement Plan of Cassandra M. Milbury in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Henry M. Sweeny Company Money Purchase Pension Plan assets move in 2023? ▼
Henry M. Sweeny Company Money Purchase Pension Plan surged - up 31.3% during 2023, from $2M to $2M. Reported net income was $511K.
How have Henry M. Sweeny Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry M. Sweeny Company's sponsor-wide assets grew 48.3%, from $4M to $6M.
Which Money Purchase plans are similar in size to Henry M. Sweeny Company Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bio Terra Corporation Money Purchase Pension Plan in CA ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Henry M. Sweeny Company Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan of Cassandra M. Milbury in PA (14 participants, $500K 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 530178147.

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.