Profit Sharing · DOL Form 5500 · 2024
R.E. Sweeney Company, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $105,740
- Avg per participant Below avg balance/head
Official DOL plan name: R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust · Sponsored by R.E. Sweeney Company, Inc. · Texas · Wholesale Trade
$17M in assets, 162 participants
R.E. Sweeney Company, Inc.'s R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust reported $17M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #3,750 in Wholesale Trade (6,080 peers)
Coverage in Texas
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust covers 162 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $17M.
- #3,750
- in Wholesale Trade (6,080 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust's outsized position by total assets
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,129,875 Top 33% higher than 67% 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
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust 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. R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust reported net income fell from $285K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust end-of-year assets fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust reported participants rose from 160 in the plan year 2023 filing to 162 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 751037451 · R.E. Sweeney Company, Inc. PY 2024 · Profit Sharing
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust · $17M · 162 · 67th
- BOOK $17M
- VS-ST 162
- BOY 67th
- SCH Profit Sharing
- EBSA near South Bend Medical Foundation, Inc 403(b) Retirement Plan
- PART ind #3750
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 Wholesale Trade retirement plans → · Plans in Texas →
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 751037451 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.E. Sweeney Company, Inc.)
Sponsor-wide plan assets over time
All R.E. Sweeney Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 10.848476798940458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $19M |
| 2023 | 1 | 160 | $19M |
| 2024 | 1 | 162 | $17M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is South Bend Medical Foundation, Inc 403(b) Retirement Plan in IN ($17M); by covered participants it is Spartanburg Methodist College 403(b) Plan in SC (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 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.