401(k) · DOL Form 5500 · 2024

Sweetwater Sound, LLC 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
2,426
Participants Above avg headcount
91st
Percentile by assets National rank
$43,600
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sweetwater 401(k) and Profit Sharing Plan · Sponsored by Sweetwater Sound, LLC · Indiana · Retail Trade

$106M in assets, 2,426 participants

Sweetwater Sound, LLC's Sweetwater 401(k) and Profit Sharing Plan reported $106M in total assets and 2,426 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,627 in Retail Trade (8,048 peers)

Coverage in Indiana

Sweetwater 401(k) and Profit Sharing Plan covers 2,426 participants in Indiana, 4.5x the typical Indiana plan (state average ~541 per filing). Assets: $106M.

#7,627
in Retail Trade (8,048 peers)
+25.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Sweetwater 401(k) and Profit Sharing Plan's outsized position by total assets

Sweetwater 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$105,773,197 Top 9% higher than 91% 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 401(k) and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweetwater 401(k) and Profit Sharing Plan lands in the large band (2,426 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sweetwater 401(k) and Profit Sharing Plan end-of-year assets rose from $84M in the plan year 2023 filing to $106M in the plan year 2024 filing.
  • Sweetwater 401(k) and Profit Sharing Plan reported participants rose from 2,265 in the plan year 2023 filing to 2,426 in the plan year 2024 filing.
  • Sweetwater 401(k) and Profit Sharing Plan reported net income rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352023299 · Sweetwater Sound, LLC PY 2024 · 401(k)

Sweetwater 401(k) and Profit Sharing Plan · $106M · 2,426 · 91st

  • RANK $106M
  • RANK 2,426
  • RANK 91st
  • RANK 401(k)
  • RANK near Massey Services, Inc. 401(k) Retirement Plan
  • RANK ind #7627

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 Retail Trade retirement plans → · Plans in Indiana →

Sweetwater 401(k) and Profit Sharing Plan in the asset neighbourhood

The Capital Accumulation Plan of Global Aerospace, Inc.The Capital Accumulation Pla…$106MLegends 401(k) Profit Sharing PlanLegends 401(k) Profit Sharin…$106MSweetwater 401(k) and Profit Sharing PlanSweetwater 401(k) and Profit…$106MMassey Services, Inc. 401(k) Retirement PlanMassey Services, Inc. 401(k)…$106MMidland Paper Company 401(k) Plan and TrustMidland Paper Company 401(k)…$106M
End-of-year total assets ($M) among Sweetwater 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$106M
Net Income$21M
Employer EIN352023299
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sweetwater Sound, LLC)

Sponsor-wide plan assets over time

All Sweetwater Sound, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$106M 64.98932897434833% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $64.1M $106M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 1,936 $64M
2023 1 2,265 $84M
2024 1 2,426 $106M

Nearby 401(k) Plans in Indiana

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

Sweetwater 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sweetwater 401(k) and Profit Sharing Plan, Total assets ($B): 0.105773197 · Participants: 2426Sweetwater 401(k) and Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sweetwater 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sweetwater 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Sweetwater 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Massey Services, Inc. 401(k) Retirement Plan in FL ($106M); by covered participants it is Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan in FL (2,426 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,426 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 401(k) and Profit Sharing Plan assets move in 2024? ▼
Sweetwater 401(k) and Profit Sharing Plan grew sharply - up 25.4% during 2024, from $84M to $106M. Reported net income was $21M.
How have Sweetwater Sound, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweetwater Sound, LLC's sponsor-wide assets grew 65.0%, from $64M to $106M.
Where does Sweetwater 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sweetwater 401(k) and Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sweetwater 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Massey Services, Inc. 401(k) Retirement Plan in FL ($106M, 2,784 participants).
Which 401(k) plans cover a similar participant headcount to Sweetwater 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan in FL (2,426 participants, $224M 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 352023299.

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.