Profit Sharing · DOL Form 5500 · 2022

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan

Q: Which Profit Sharing plans are similar in size to Schwartz & Schwartz Public Accountants PA Profit Sharing Plan?

Among Profit Sharing plans in other states, the closest by assets is Pinnacle Signs & Graphics Company Retirement Plan in TX ($495K, 2 participants).

Q: Which Profit Sharing plans cover a similar participant headcount to Schwartz & Schwartz Public Accountants PA Profit Sharing Plan?

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Data updated 2026-08-25

$496K
Total assets Small plan by assets: 2
Participants Small participant base: 18th
Percentile by assets National rank: $247,759
Avg per participant Above avg balance/head

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Official DOL plan name: Schwartz & Schwartz Public Accountants PA Profit Sharing Plan · Sponsored by Schwartz & Schwartz Public Accountants PA · New Jersey · Professional & Technical Services

$496K in assets, 2 participants

Schwartz & Schwartz Public Accountants PA's Schwartz & Schwartz Public Accountants PA Profit Sharing Plan reported $496K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

#3,137 in Professional & Technical Services (21,562 peers)

2022 asset change

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan pulled back noticeably 14.8% in 2022 ($582K → $496K) for 2 participants.

#3,137
in Professional & Technical Services (21,562 peers): -14.8%
assets change YoY

The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan among the smaller filed plans by assets

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan vs every filed plan by assets

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

$495,517 18th percentile higher than 18% 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

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz & Schwartz Public Accountants PA Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 223646786 · Schwartz & Schwartz Public Accountants PA PY 2022 · Profit Sharing

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan · $496K · 2 · 18th

ASSETS $496K
PCT 2
EIN 18th
RANK Profit Sharing
PHOTO near Pinnacle Signs & Graphics Company Retirement Plan
IND ind #3137

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 New Jersey →

End-of-year total assets ($M) among Schwartz & Schwartz Public Accountants PA Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)	$582K
Net Assets (End of Year)	$496K
Net Income	-$86K
Employer EIN	223646786
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants

Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
Princeton University Retirement Plan $1.8B · 8,141
Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
IBEW Local Union No 102 Surety Plan $593M · 3,061

Compare Schwartz & Schwartz Public Accountants PA Profit Sharing Plan side-by-side with 3 peers →

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Pinnacle Signs & Graphics Company Retirement Plan in TX ($495K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($496K here).

Pinnacle Signs & Graphics Company Retirement Plan (TX) $495K · 2
Mansfield Cardiology & Internists, Inc. Profit Sharing Plan (OH) $495K · 2
Jamerica Industries, Incorporated Retirement Plan (TX) $495K · 1
Blues Limited Restoration, Inc. Profit Sharing Plan (TN) $496K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
North American Pension Services, LLC Employees' Profit Sharing Plan (MI) 2 · 0 off
Ellmer Dean Martin III, a Professional Corporation- Profit Sharing Plan (CA) 2 · 0 off

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 Schwartz & Schwartz Public Accountants PA Profit Sharing Plan assets move in 2022? ▼

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan pulled back noticeably - down 14.8% during 2022, from $582K to $496K. Reported net income was -$86K.

Where does Schwartz & Schwartz Public Accountants PA Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Schwartz & Schwartz Public Accountants PA Profit Sharing Plan ranks in the 18th 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 Profit Sharing plans are similar in size to Schwartz & Schwartz Public Accountants PA Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Pinnacle Signs & Graphics Company Retirement Plan in TX ($495K, 2 participants).

Which Profit Sharing plans cover a similar participant headcount to Schwartz & Schwartz Public Accountants PA Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 223646786.