401(k) · DOL Form 5500 · 2022

Schwartz Hannum PC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
47th
Percentile by assets National rank
$219,446
Avg per participant Above avg balance/head
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Official DOL plan name: Schwartz Hannum PC 401(k) & Profit Sharing Plan · Sponsored by Schwartz Hannum PC · Massachusetts · Professional & Technical Services

$4M in assets, 19 participants

Schwartz Hannum PC's Schwartz Hannum PC 401(k) & Profit Sharing Plan reported $4M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,574 in Professional & Technical Services (21,562 peers)

Schwartz Hannum PC multi-year trail

Schwartz Hannum PC's plans moved +45.9% in assets from 2022 to 2024; this filing shows Schwartz Hannum PC 401(k) & Profit Sharing Plan at $4M / 19 participants.

#9,574
in Professional & Technical Services (21,562 peers)
-10.2%
assets change YoY

The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwartz Hannum PC 401(k) & Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schwartz Hannum PC 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$4,169,469 47th percentile higher than 47% 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

Schwartz Hannum PC 401(k) & Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz Hannum PC 401(k) & Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043424826 · Schwartz Hannum PC PY 2022 · 401(k)

Schwartz Hannum PC 401(k) & Profit Sharing Plan · $4M · 19 · 47th

  • BOY $4M
  • BOY 19
  • BOY 47th
  • BOY 401(k)
  • BOY near Suburban Lawn and Garden 401(k) Plan
  • BOY ind #9574

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 Massachusetts →

Schwartz Hannum PC 401(k) & Profit Sharing Plan in the asset neighbourhood

Schwartz Hannum PC 401(k) & Profit Sharing PlanSchwartz Hannum PC 401(k) & …$4MSuburban Lawn and Garden 401(k) PlanSuburban Lawn and Garden 401…$4MChespenn Health Services, Inc. Profit Sharing PlanChespenn Health Services, In…$4MSherwood Country Club 401(k) PlanSherwood Country Club 401(k)…$4MCassanos, Inc. 401(k) Plan and TrustCassanos, Inc. 401(k) Plan a…$4M
End-of-year total assets ($M) among Schwartz Hannum PC 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Schwartz Hannum PC multi-year asset trail

Sponsor-wide plan assets over time

All Schwartz Hannum PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 45.926759498631604% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.17M $6.08M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 19 $4M
2023 1 19 $5M
2024 1 19 $6M

Schwartz Hannum PC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$476K
Employer EIN043424826
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Schwartz Hannum PC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Schwartz Hannum PC 401(k) & Profit Sharing Plan, Total assets ($B): 0.004169469 · Participants: 19Schwartz Hannum PC 401(k) & Profit Sharing PlanFidelity 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
Schwartz Hannum PC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Schwartz Hannum PC 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Schwartz Hannum PC 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Suburban Lawn and Garden 401(k) Plan in MO ($4M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Schwartz Hannum PC 401(k) & Profit Sharing Plan assets move in 2022? ▼
Schwartz Hannum PC 401(k) & Profit Sharing Plan pulled back noticeably - down 10.2% during 2022, from $5M to $4M. Reported net income was -$476K.
How have Schwartz Hannum PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Hannum PC's sponsor-wide assets grew 45.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Schwartz Hannum PC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suburban Lawn and Garden 401(k) Plan in MO ($4M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz Hannum PC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 043424826.

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.