Other · DOL Form 5500 · 2024
SWEETSER Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 529
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $65,388
- Avg per participant Low balance/head
Official DOL plan name: Sweetser 403(b) Employees Savings Plan · Sponsored by SWEETSER · Maine · Healthcare & Social Assistance
$35M in assets, 529 participants
SWEETSER's Sweetser 403(b) Employees Savings Plan reported $35M in total assets and 529 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,956 in Healthcare & Social Assistance (16,916 peers)
Where Sweetser 403(b) Employees Savings Plan sits by assets
Sweetser 403(b) Employees Savings Plan sits in the top quartile of all filed plans by assets, $35M for 529 participants (~$65,388/participant), up 6.0% in 2024.
- #13,956
- in Healthcare & Social Assistance (16,916 peers)
- +6.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sweetser 403(b) Employees Savings Plan's outsized position by total assets
Sweetser 403(b) Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,590,114 Top 21% higher than 79% 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
Sweetser 403(b) Employees Savings 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. Sweetser 403(b) Employees Savings Plan sits mid-pack in the medium band (529 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sweetser 403(b) Employees Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Sweetser 403(b) Employees Savings Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Sweetser 403(b) Employees Savings Plan reported participants fell from 560 in the plan year 2023 filing to 529 in the plan year 2024 filing.
DOL schedule card
Filing strip 010211807 · SWEETSER PY 2024 · Other
Sweetser 403(b) Employees Savings Plan · $35M · 529 · 79th
- RANK $35M
- PHOTO 529
- IND 79th
- EOY Other
- 5500 near Aga Institute Retirement Plan
- ASSETS ind #13956
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 Healthcare & Social Assistance retirement plans → · Plans in Maine →
Sweetser 403(b) Employees Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $2M |
| Employer EIN | 010211807 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SWEETSER)
Sponsor-wide plan assets over time
All SWEETSER plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 18.436657705936412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 688 | $29M |
| 2023 | 1 | 560 | $33M |
| 2024 | 1 | 529 | $35M |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $2.5B · 22,911
- Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
- Jax 403(b) Retirement Plan $603M · 2,735
- Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
- Colby College Retirement Plan $297M · 978
Sweetser 403(b) Employees Savings Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Aga Institute Retirement Plan in MD ($35M); by covered participants it is Salve Regina University 403(b) Retirement Plan in RI (529 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Aga Institute Retirement Plan (MD) $35M · 96
- Salem Regional Medical Center 403(b) Plan (OH) $35M · 377
- Boston Healthcare for the Homeless 403(b) Retirement Plan (MA) $35M · 658
- National Women's Law Center DC Plan (DC) $35M · 185
Similar participant headcount
Nearest other-state filings by covered participants (529 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.