401(k) · DOL Form 5500 · 2022

Mark Schwartzman 401(k) Plan

Data updated 2026-08-25

$888K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$295,933
Avg per participant High balance/head
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Official DOL plan name: Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Mark Schwartzman · Massachusetts · Manufacturing

$888K in assets, 3 participants

Mark Schwartzman's Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust reported $888K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,182 in Manufacturing (20,602 peers)

Mark Schwartzman multi-year trail

Mark Schwartzman's plans moved +63.3% in assets from 2022 to 2024; this filing shows Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust at $888K / 3 participants.

#2,182
in Manufacturing (20,602 peers)
-28.1%
assets change YoY

The plan reported a net loss of $347K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$887,798 24th percentile higher than 24% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & 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. Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 331059767 · Mark Schwartzman PY 2022 · 401(k)

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust · $888K · 3 · 24th

  • TYPE $888K
  • NET 3
  • BOOK 24th
  • VS-ST 401(k)
  • BOY near Verge Mobile 401(k) Plan
  • SCH ind #2182

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 Manufacturing retirement plans → · Plans in Massachusetts →

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & TrustSilver Vortex Solutions Inc …$888KVerge Mobile 401(k) Plan$888KEpic Aviation Inc 401(k) Profit Sharing Plan and TrustEpic Aviation Inc 401(k) Pro…$888KLester, Greene & Mccord 401(k) PlanLester, Greene & Mccord 401(…$888KDevriendt Operations, LLC 401(k) PlanDevriendt Operations, LLC 40…$888K
End-of-year total assets ($M) among Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mark Schwartzman multi-year asset trail

Sponsor-wide plan assets over time

All Mark Schwartzman plans reported in each filing year

Latest sponsor-wide plan assets
$1M 63.301561841770315% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.89M $1.45M ▲ +62.9%
Year Plans Participants Total Assets
2022 1 3 $888K
2023 1 3 $1M
2024 1 3 $1M

Mark Schwartzman filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$888K
Net Income-$347K
Employer EIN331059767
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000887798 · Participants: 3Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Verge Mobile 401(k) Plan in TX ($888K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($888K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust declined sharply - down 28.1% during 2022, from $1M to $888K. Reported net income was -$347K.
How have Mark Schwartzman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark Schwartzman's sponsor-wide assets grew 63.3%, from $888K to $1M.
Where does Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Verge Mobile 401(k) Plan in TX ($888K, 1,350 participants).
Which 401(k) plans cover a similar participant headcount to Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 331059767.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.