Profit Sharing · DOL Form 5500 · 2024

Sweetwater Home Services Inc. Profit Sharing Plan

Data updated 2026-08-25

$465K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$232,515
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sweetwater Home Services Inc. Retirement Plan · Sponsored by Sweetwater Home Services Inc. · Florida · Administrative & Support Services

$465K in assets, 2 participants

Sweetwater Home Services Inc.'s Sweetwater Home Services Inc. Retirement Plan reported $465K in total assets and 2 participants in its 2024 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.

  • #1,665 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Sweetwater Home Services Inc. Retirement Plan ranks #1,665 of 4,368 2024 filers by assets (6204% of the sector average)-$465K for 2 participants.

#1,665
in Administrative & Support Services (4,368 peers)
-62.7%
assets change YoY

The plan reported a net loss of $781K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sweetwater Home Services Inc. Retirement Plan among the smaller filed plans by assets

Sweetwater Home Services Inc. Retirement Plan vs every filed plan by assets

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

$465,030 17th percentile higher than 17% 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

Sweetwater Home Services Inc. Retirement 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. Sweetwater Home Services Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sweetwater Home Services Inc. Retirement Plan reported net income fell from -$96K in the plan year 2023 filing to -$781K in the plan year 2024 filing.
  • Sweetwater Home Services Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $465K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823520126 · Sweetwater Home Services Inc. PY 2024 · Profit Sharing

Sweetwater Home Services Inc. Retirement Plan · $465K · 2 · 17th

  • IND $465K
  • IND 2
  • IND 17th
  • IND Profit Sharing
  • IND near Ales & Tails Dog Park Inc. Retirement Plan
  • IND ind #1665

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 Administrative & Support Services retirement plans → · Plans in Florida →

Sweetwater Home Services Inc. Retirement Plan in the asset neighbourhood

Sweetwater Home Services Inc. Retirement PlanSweetwater Home Services Inc…$465KGood N Tender Meats Profit Sharing PlanGood N Tender Meats Profit S…$465KTutwiler Group Inc. Retirement PlanTutwiler Group Inc. Retireme…$465KAles & Tails Dog Park Inc. Retirement PlanAles & Tails Dog Park Inc. R…$465KKingsley Custom Design, Inc. Retirement PlanKingsley Custom Design, Inc.…$465K
End-of-year total assets ($M) among Sweetwater Home Services Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$465K
Net Income-$781K
Employer EIN823520126
Plan Effective Date2017-11-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Sweetwater Home Services Inc.)

Sponsor-wide plan assets over time

All Sweetwater Home Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$465K 65.35717797663213% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.34M $0.47M ▼ -64.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $465K

Nearby Profit Sharing Plans in Florida

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

Sweetwater Home Services Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sweetwater Home Services Inc. Retirement Plan, Total assets ($B): 0.00046503 · Participants: 2Sweetwater Home Services Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Sweetwater Home Services Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Sweetwater Home Services Inc. Retirement Plan side-by-side with 3 peers →

Sweetwater Home Services Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ales & Tails Dog Park Inc. Retirement Plan in TN ($465K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sweetwater Home Services Inc. Retirement Plan assets move in 2024? ▼
Sweetwater Home Services Inc. Retirement Plan contracted severely - down 62.7% during 2024, from $1M to $465K. Reported net income was -$781K.
How have Sweetwater Home Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweetwater Home Services Inc.'s sponsor-wide assets declined 65.4%, from $1M to $465K.
Where does Sweetwater Home Services Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sweetwater Home Services Inc. Retirement Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sweetwater Home Services Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ales & Tails Dog Park Inc. Retirement Plan in TN ($465K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Sweetwater Home Services Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 823520126.

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.