Money Purchase · DOL Form 5500 · 2024
James a. Sweet, Cpa Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 30th
- Percentile by assets
- $2.1M
- Avg per participant
Official DOL plan name: James a. Sweet, Cpa Keogh Plan · Sponsored by James a. Sweet, Cpa · Wisconsin · Professional & Technical Services
$2M in assets, 1 participants
James a. Sweet, Cpa's James a. Sweet, Cpa Keogh Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- 30th percentile by assets (of 123,622 plans)
- #5,132 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
James a. Sweet, Cpa Keogh Plan holds $2M for 1 participant - about $2.1M per participant, in the lower half of filed plans by assets.
- $2M
- total plan assets (2024 EOY)
- 1
- covered participants
- 30th
- percentile by assets (of 123,622 plans)
- $2.1M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James a. Sweet, Cpa Keogh Plan reported net income rose from -$44K in the plan year 2023 filing to $38K in the plan year 2024 filing.
- James a. Sweet, Cpa Keogh Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Money Purchase filing for James a. Sweet, Cpa Keogh Plan
Money Purchase filing for plan year 2024: EIN 391244219 ; effective since 1985-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $38K |
| Employer EIN | 391244219 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James a. Sweet, Cpa)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
James a. Sweet, Cpa Keogh Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to James a. Sweet, Cpa Keogh Plan by total assets, not by location.
Frequently Asked Questions
How did James a. Sweet, Cpa Keogh Plan assets move in 2024? ▼
How have James a. Sweet, Cpa plan assets changed over time? ▼
Which Money Purchase plans are similar in size to James a. Sweet, Cpa Keogh Plan? ▼
Next read for James a. Sweet, Cpa Keogh Plan
Filing takeaways
Ways to act on James a. Sweet, Cpa Keogh Plan's numbers.
- By total assets, James a. Sweet, Cpa Keogh Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- James a. Sweet, Cpa's sponsor-wide assets have declined 0.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans