Other · DOL Form 5500 · 2024
SWEETSER Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 529
- Participants
- 79th
- Percentile by assets
- $65,388
- Avg per participant
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.
- 79th percentile by assets (of 123,622 plans)
- #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.
- $35M
- total plan assets (2024 EOY)
- 529
- covered participants
- 79th
- percentile by assets (of 123,622 plans)
- $65,388
- avg assets per participant
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.
Sweetser 403(b) Employees Savings Plan vs the 2024 asset distribution
By assets, Sweetser 403(b) Employees Savings Plan outranks 79% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Sweetser 403(b) Employees Savings Plan vs. nearby Other plans in Maine, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sweetser 403(b) Employees Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sweetser 403(b) Employees Savings Plan assets move in 2024? ▼
How have SWEETSER plan assets changed over time? ▼
Where does Sweetser 403(b) Employees Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sweetser 403(b) Employees Savings Plan? ▼
Next read for Sweetser 403(b) Employees Savings Plan
Scale reading
Ways to act on Sweetser 403(b) Employees Savings Plan's numbers.
- By total assets, Sweetser 403(b) Employees Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maine. Compare plans
- SWEETSER's sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans