401(k) · DOL Form 5500 · 2024

Sweet Express, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 409
Participants Below avg headcount: 28th
Percentile by assets National rank: $4,362
Avg per participant Low balance/head

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Official DOL plan name: Sweet Companies' Retirement Plan · Sponsored by Sweet Express, LLC · Michigan · Transportation & Warehousing

$2M in assets, 409 participants

Sweet Express, LLC's Sweet Companies' Retirement Plan reported $2M in total assets and 409 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

#951 in Transportation & Warehousing (3,299 peers)

Sweet Express, LLC multi-year trail

Sweet Express, LLC's plans moved +19.8% in assets from 2022 to 2024; this filing shows Sweet Companies' Retirement Plan at $2M / 409 participants.

#951
in Transportation & Warehousing (3,299 peers): +8.9%
assets growth YoY

Sweet Companies' Retirement Plan among the smaller filed plans by assets

Sweet Companies' Retirement Plan vs every filed plan by assets

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

$1,784,141 28th percentile higher than 28% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sweet Companies' Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweet Companies' Retirement Plan sits mid-pack in the medium band (409 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sweet Companies' Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Sweet Companies' Retirement Plan reported participants fell from 422 in the plan year 2023 filing to 409 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 200528673 · Sweet Express, LLC PY 2024 · 401(k)

Sweet Companies' Retirement Plan · $2M · 409 · 28th

PHOTO $2M
PHOTO 409
PHOTO 28th
PHOTO 401(k)
PHOTO near Tyche 401(k) Trust
PHOTO ind #951

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

End-of-year total assets ($M) among Sweet Companies' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sweet Express, LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 19.7914155822618% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	422	$1M
2023	1	422	$2M
2024	1	409	$2M

Sweet Express, LLC filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$146K
Employer EIN	200528673
Plan Effective Date	2014-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Sweet Companies' Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497

Compare Sweet Companies' Retirement Plan side-by-side with 3 peers →

Sweet Companies' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Tyche 401(k) Trust in FL ($2M); by covered participants it is Satco, Inc. 401(k) Retirement Plan in CA (409 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Tyche 401(k) Trust (FL) $2M · 2
Spire Hawaii 401(k) Plan (HI) $2M · 12
Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan (OH) $2M · 11
Kenneth King Foundation 401(k) Profit Sharing Plan & Trust (CO) $2M · 1

Similar participant headcount

Nearest other-state filings by covered participants (409 participants); asset peers above are excluded.

Satco, Inc. 401(k) Retirement Plan (CA) 409 · 0 off
Location Services 401(k) Plan (IN) 409 · 0 off
H.R. Options, Inc. 401(k) Plan (CA) 409 · 0 off
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan (CA) 409 · 0 off

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 Companies' Retirement Plan assets move in 2024? ▼

Sweet Companies' Retirement Plan grew at a solid clip - up 8.9% during 2024, from $2M to $2M. Reported net income was $146K.

How have Sweet Express, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sweet Express, LLC's sponsor-wide assets grew 19.8%, from $1M to $2M.

Which 401(k) plans are similar in size to Sweet Companies' Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tyche 401(k) Trust in FL ($2M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Sweet Companies' Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Satco, Inc. 401(k) Retirement Plan in CA (409 participants, $43M 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 200528673.