401(k) · DOL Form 5500 · 2024

Sweet, Stevens, Katz & Williams LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
39
Participants Small participant base
58th
Percentile by assets National rank
$285,222
Avg per participant High balance/head
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Official DOL plan name: Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan · Sponsored by Sweet, Stevens, Katz & Williams LLP · Pennsylvania · Professional & Technical Services

$11M in assets, 39 participants

Sweet, Stevens, Katz & Williams LLP's Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan reported $11M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,377 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan holds $11M for 39 participants - about $285,222 per participant, above the median plan by assets.

#11,377
in Professional & Technical Services (20,173 peers)
-6.3%
assets change YoY

The plan reported a net loss of $750K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan vs every filed plan by assets

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

$11,123,666 Top 42% higher than 58% 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

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$750K in the plan year 2024 filing.
  • Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232807059 · Sweet, Stevens, Katz & Williams LLP PY 2024 · 401(k)

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan · $11M · 39 · 58th

  • PART $11M
  • TYPE 39
  • NET 58th
  • BOOK 401(k)
  • VS-ST near Duplicator Sales & Service, Inc. 401(k) Plan
  • BOY ind #11377

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan in the asset neighbourhood

Choices Coordinated Care Solutions, Inc. 401(k) Retirement PlanChoices Coordinated Care Sol…$11MSweet, Stevens, Katz & Williams 401(k) Retirement Savings PlanSweet, Stevens, Katz & Willi…$11MDuplicator Sales & Service, Inc. 401(k) PlanDuplicator Sales & Service, …$11MSilver Tree Residential, LLC 401(k) PlanSilver Tree Residential, LLC…$11MForce Management Holdings LLC 401(k) Profit Sharing Plan & TrustForce Management Holdings LL…$11M
End-of-year total assets ($M) among Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$750K
Employer EIN232807059
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sweet, Stevens, Katz & Williams LLP)

Sponsor-wide plan assets over time

All Sweet, Stevens, Katz & Williams LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 4.548091310330308% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M 202220232024 $10.6M $11.1M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 41 $11M
2023 1 39 $12M
2024 1 39 $11M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan, Total assets ($B): 0.011123666 · Participants: 39Sweet, Stevens, Katz & Williams 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan side-by-side with 3 peers →

Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Duplicator Sales & Service, Inc. 401(k) Plan in KY ($11M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan assets move in 2024? ▼
Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan pulled back noticeably - down 6.3% during 2024, from $12M to $11M. Reported net income was -$750K.
How have Sweet, Stevens, Katz & Williams LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweet, Stevens, Katz & Williams LLP's sponsor-wide assets grew 4.5%, from $11M to $11M.
Which 401(k) plans are similar in size to Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duplicator Sales & Service, Inc. 401(k) Plan in KY ($11M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Sweet, Stevens, Katz & Williams 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K 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 232807059.

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.