Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HENRY M. SWEENY COMPANY
EIN 53-0178147Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
36
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HENRY M. SWEENY COMPANY PROFIT SHARING PLAN
ProfitSharing
Assets$3.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$2.5M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HENRY M. SWEENY COMPANY PROFIT SHARING PLAN | ProfitSharing | $3.1M | 18 | 2025 | |
| 002 | HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN | MoneyPurchase | $2.5M | 18 | 2025 |
Retirement plans