Defined Benefit (Pension) · DOL Form 5500 · 2024

Team Sweasey, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$382,112
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Team Sweasey, Inc. Defined Benefit Pension Plan · Sponsored by Team Sweasey, Inc. · California · Real Estate

$3M in assets, 7 participants

Team Sweasey, Inc.'s Team Sweasey, Inc. Defined Benefit Pension Plan reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,402 in Real Estate (4,605 peers)

What the 2024 filing shows

Team Sweasey, Inc. Defined Benefit Pension Plan holds $3M for 7 participants - about $382,112 per participant, in the lower half of filed plans by assets.

#2,402
in Real Estate (4,605 peers)
+6.2%
assets growth YoY

Team Sweasey, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Team Sweasey, Inc. Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,674,784 33rd percentile higher than 33% of 123,620 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 2024

Team Sweasey, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Team Sweasey, Inc. Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Team Sweasey, Inc. Defined Benefit Pension Plan reported net income fell from $503K in the plan year 2023 filing to $157K in the plan year 2024 filing.
  • Team Sweasey, Inc. Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 843486420 · Team Sweasey, Inc. PY 2024 · Defined Benefit (Pension)

Team Sweasey, Inc. Defined Benefit Pension Plan · $3M · 7 · 33rd

  • IND $3M
  • EOY 7
  • 5500 33rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Cascade Hernia and Surgical Solutions, P.S. Cash Balance Plan
  • EIN ind #2402

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 California →

Team Sweasey, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Rj Realty Management Company LLC Pension PlanRj Realty Management Company…$3MTeam Sweasey, Inc. Defined Benefit Pension PlanTeam Sweasey, Inc. Defined B…$3MCascade Hernia and Surgical Solutions, P.S. Cash Balance PlanCascade Hernia and Surgical …$3MPreferred Placement, Inc. Cash Balance PlanPreferred Placement, Inc. Ca…$3MBricklayers Pension Fund of West VirginiaBricklayers Pension Fund of …$3M
End-of-year total assets ($M) among Team Sweasey, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$157K
Employer EIN843486420
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Team Sweasey, Inc.)

Sponsor-wide plan assets over time

All Team Sweasey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.408535712598045% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.92M $2.67M ▼ -8.6%
Year Plans Participants Total Assets
2022 2 12 $3M
2023 1 7 $3M
2024 1 7 $3M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Team Sweasey, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Team Sweasey, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002674784 · Participants: 7Team Sweasey, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Team Sweasey, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Team Sweasey, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Team Sweasey, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cascade Hernia and Surgical Solutions, P.S. Cash Balance Plan in WA ($3M); by covered participants it is Brown Baer Management, Inc. Cash Balance Plan in FL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Team Sweasey, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Team Sweasey, Inc. Defined Benefit Pension Plan grew at a solid clip - up 6.2% during 2024, from $3M to $3M. Reported net income was $157K.
How have Team Sweasey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Team Sweasey, Inc.'s sponsor-wide assets declined 8.4%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Team Sweasey, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cascade Hernia and Surgical Solutions, P.S. Cash Balance Plan in WA ($3M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Team Sweasey, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brown Baer Management, Inc. Cash Balance Plan in FL (7 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843486420.

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.