401(k) · DOL Form 5500 · 2022
Azrael, Franz, Schwab & Lipowitz, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $533,047
- Avg per participant High balance/head
Official DOL plan name: Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust · Sponsored by Azrael, Franz, Schwab & Lipowitz, LLC · Maryland · Professional & Technical Services
$5M in assets, 9 participants
Azrael, Franz, Schwab & Lipowitz, LLC's Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust reported $5M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #10,248 in Professional & Technical Services (21,562 peers)
2022 asset change
Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust declined sharply 15.4% in 2022 ($6M → $5M) for 9 participants.
- #10,248
- in Professional & Technical Services (21,562 peers)
- -15.4%
- assets change YoY
The plan reported a net loss of $876K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust's mid-pack asset rank among Professional & Technical Services and all filers
Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,797,419 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust is a micro filing (9 participants), the leftmost band.
Published 5500 schedule card
Filing strip 526041516 · Azrael, Franz, Schwab & Lipowitz, LLC PY 2022 · 401(k)
Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust · $5M · 9 · 50th
- PART $5M
- PART 9
- PART 50th
- PART 401(k)
- PART near Midwest Janitorial Service, Inc. 401(k) Plan Plan
- PART ind #10248
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$876K |
| Employer EIN | 526041516 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Azrael, Franz, Schwab, & Lipowitz Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Midwest Janitorial Service, Inc. 401(k) Plan Plan in IA ($5M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.