Other · DOL Form 5500 · 2023

SWEETSER Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
560
Participants Below avg headcount
80th
Percentile by assets National rank
$58,282
Avg per participant Low balance/head
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Official DOL plan name: Sweetser 403(b) Employees Savings Plan · Sponsored by SWEETSER · Maine · Healthcare & Social Assistance

$33M in assets, 560 participants

SWEETSER's Sweetser 403(b) Employees Savings Plan reported $33M in total assets and 560 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,727 in Healthcare & Social Assistance (17,684 peers)

Where Sweetser 403(b) Employees Savings Plan sits by assets

Sweetser 403(b) Employees Savings Plan sits in the top quartile of all filed plans by assets, $33M for 560 participants (~$58,282/participant), up 11.8% in 2023.

#14,727
in Healthcare & Social Assistance (17,684 peers)
+11.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sweetser 403(b) Employees Savings Plan's outsized position by total assets

Sweetser 403(b) Employees Savings Plan vs every filed plan by assets

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

$32,638,074 Top 20% higher than 80% 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

Sweetser 403(b) Employees Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweetser 403(b) Employees Savings Plan sits mid-pack in the medium band (560 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sweetser 403(b) Employees Savings Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sweetser 403(b) Employees Savings Plan reported participants fell from 688 in the plan year 2022 filing to 560 in the plan year 2023 filing.
  • Sweetser 403(b) Employees Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 010211807 · SWEETSER PY 2023 · Other

Sweetser 403(b) Employees Savings Plan · $33M · 560 · 80th

  • BOOK $33M
  • BOOK 560
  • BOOK 80th
  • BOOK Other
  • BOOK near Bethany College 403(b) DC Plan
  • BOOK ind #14727

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 Healthcare & Social Assistance retirement plans → · Plans in Maine →

Sweetser 403(b) Employees Savings Plan in the asset neighbourhood

Baker University Defined Contribution Retirement PlanBaker University Defined Con…$33MSweetser 403(b) Employees Savings PlanSweetser 403(b) Employees Sa…$33MBethany College 403(b) DC PlanBethany College 403(b) DC Pl…$33MThe Metropolitan Museum of Art 403(b) Plan for Local 1503 of District Council 37, Afscme, AFL-CIO and Local 306-I.a.T.S.E.The Metropolitan Museum of A…$33MPalm Beach Day Academy DC Retirement PlanPalm Beach Day Academy DC Re…$33M
End-of-year total assets ($M) among Sweetser 403(b) Employees Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN010211807
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SWEETSER)

Sponsor-wide plan assets over time

All SWEETSER plans reported in each filing year

Latest sponsor-wide plan assets
$35M 18.436657705936412% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.2M $34.6M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 688 $29M
2023 1 560 $33M
2024 1 529 $35M

Nearby Other Plans in Maine

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

Sweetser 403(b) Employees Savings Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Sweetser 403(b) Employees Savings Plan, Total assets ($B): 0.032638074 · Participants: 560Sweetser 403(b) Employees Savings PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.133663491 · Participants: 22008Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.066585695 · Participants: 12015Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.525518776 · Participants: 2592Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.371658055 · Participants: 4570Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.277945567 · Participants: 916Colby College Retirement Plan
Sweetser 403(b) Employees Savings Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Sweetser 403(b) Employees Savings Plan side-by-side with 3 peers →

Sweetser 403(b) Employees Savings Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Bethany College 403(b) DC Plan in WV ($33M); by covered participants it is St. Joseph's University 403(b) Plan in NY (560 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Sweetser 403(b) Employees Savings Plan assets move in 2023? ▼
Sweetser 403(b) Employees Savings Plan grew at a solid clip - up 11.8% during 2023, from $29M to $33M. Reported net income was $3M.
How have SWEETSER plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SWEETSER's sponsor-wide assets grew 18.4%, from $29M to $35M.
Where does Sweetser 403(b) Employees Savings Plan rank by assets among Form 5500 filers? ▼
Sweetser 403(b) Employees Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sweetser 403(b) Employees Savings Plan? ▼
Among Other plans in other states, the closest by assets is Bethany College 403(b) DC Plan in WV ($33M, 199 participants).
Which Other plans cover a similar participant headcount to Sweetser 403(b) Employees Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Joseph's University 403(b) Plan in NY (560 participants, $128M 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 010211807.

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.