Retirement plan

SWEENEY ORTHODONTICS 401(K) PLAN

Name: SWEENEY ORTHODONTICS - WILLIAM J. SWEENEY, JR., DDS - SWEENEY ORTHODONTICS 401(K) PLAN (2025) Form 5500
Creator: SWEENEY ORTHODONTICS - WILLIAM J. SWEENEY, JR., DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWEENEY ORTHODONTICS 401(K) PLAN, SWEENEY ORTHODONTICS - WILLIAM J. SWEENEY, JR., DDS

SWEENEY ORTHODONTICS - WILLIAM J. SWEENEY, JR., DDSEIN 82-1042192Plan #001PY 2025

25165 COUNTRY CLUB BLVD. - NORTH OLMSTED, OH 44070440-979-9500

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+22.3% from 2024

Total participants

+20.0% from 2024

Average account balance

$587,410

+52.9% from 2024

Annual return

17.84%

+0.45 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$587K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.84%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$277

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$184 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$587,410

$185,312+217.0%

$161,489+263.7%

$154,746+279.6%

Participation rate

66.7%

82.5%-15.8pp

78.7%-12.0pp

80.7%-14.0pp

Annual return

17.84%

103.84%-86.0pp

89.72%-71.9pp

172.34%-154.5pp

Employer contribution / active EE

$3,932

$4,769-17.6%

$4,268-7.9%

$4,379-10.2%

Participant deferral / active EE

$10,483

$6,350+65.1%

$5,630+86.2%

$6,730+55.8%

Admin fee / account holder

$277

$18,654-98.5%

$16,006-98.3%

$14,365-98.1%

SWEENEY ORTHODONTICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWEENEY ORTHODONTICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion