Profit Sharing · DOL Form 5500 · 2024

Sweet Legacy Inc. Profit Sharing Plan

Data updated 2026-08-25

$44K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$44,408
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sweet Legacy Inc. Retirement Plan · Sponsored by Sweet Legacy Inc. · South Carolina · Other Services

$44K in assets, 1 participants

Sweet Legacy Inc.'s Sweet Legacy Inc. Retirement Plan reported $44K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

  • #528 in Other Services (7,719 peers)

Sweet Legacy Inc. multi-year trail

Sweet Legacy Inc.'s plans moved -35.7% in assets from 2023 to 2024; this filing shows Sweet Legacy Inc. Retirement Plan at $44K / 1 participant.

#528
in Other Services (7,719 peers)
-35.7%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sweet Legacy Inc. Retirement Plan among the smaller filed plans by assets

Sweet Legacy Inc. Retirement Plan vs every filed plan by assets

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

$44,408 3rd percentile higher than 3% 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 Legacy 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. Sweet Legacy Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sweet Legacy Inc. Retirement Plan reported net income fell from $69K in the plan year 2023 filing to -$25K in the plan year 2024 filing.
  • Sweet Legacy Inc. Retirement Plan end-of-year assets fell from $69K in the plan year 2023 filing to $44K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 922449086 · Sweet Legacy Inc. PY 2024 · Profit Sharing

Sweet Legacy Inc. Retirement Plan · $44K · 1 · 3rd

  • RANK $44K
  • RANK 1
  • RANK 3rd
  • RANK Profit Sharing
  • RANK near Salone Suite 3 Inc. Retirement Plan
  • RANK ind #528

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 Other Services retirement plans → · Plans in South Carolina →

Sweet Legacy Inc. Retirement Plan in the asset neighbourhood

Sweet Legacy Inc. Retirement PlanSweet Legacy Inc. Retirement…$44KSalone Suite 3 Inc. Retirement PlanSalone Suite 3 Inc. Retireme…$45KInclusive Sports, Inc. Retirement PlanInclusive Sports, Inc. Retir…$44KVitality Vitamins Inc. Retirement PlanVitality Vitamins Inc. Retir…$45KEpicure Incorporated Retirement PlanEpicure Incorporated Retirem…$45K
End-of-year total assets ($M) among Sweet Legacy Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sweet Legacy Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sweet Legacy Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44K 35.71418231300395% vs 2023
2024 filing year
$0.03M$0.04M$0.05M$0.06M$0.07M$0.08M 20232024 $0.07M $0.04M ▼ -42.9%
Year Plans Participants Total Assets
2023 1 1 $69K
2024 1 1 $44K

Sweet Legacy Inc. filing trail (2024)

Total Assets (Beginning of Year)$69K
Net Assets (End of Year)$44K
Net Income-$25K
Employer EIN922449086
Plan Effective Date2023-02-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Sweet Legacy Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Sweet Legacy Inc. Retirement Plan, Total assets ($B): 0.000044408 · Participants: 1Sweet Legacy Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Sweet Legacy Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Sweet Legacy Inc. Retirement Plan side-by-side with 3 peers →

Sweet Legacy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Salone Suite 3 Inc. Retirement Plan in NJ ($45K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Legacy Inc. Retirement Plan assets move in 2024? ▼
Sweet Legacy Inc. Retirement Plan contracted severely - down 35.7% during 2024, from $69K to $44K. Reported net income was -$25K.
How have Sweet Legacy Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sweet Legacy Inc.'s sponsor-wide assets declined 35.7%, from $69K to $44K.
Where does Sweet Legacy Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sweet Legacy Inc. Retirement Plan ranks in the 3rd 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 Sweet Legacy Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Salone Suite 3 Inc. Retirement Plan in NJ ($45K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Sweet Legacy Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 922449086.

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.