401(k) · DOL Form 5500 · 2022

Schwarz Partners LP 401(k) Plan

Data updated 2026-08-25

$181M
Total assets Near avg plan size
3,718
Participants Above avg headcount
95th
Percentile by assets National rank
$48,656
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schwarz Partners LP 401(k) Profit Sharing Plan · Sponsored by Schwarz Partners LP · Indiana · Management of Enterprises

$181M in assets, 3,718 participants

Schwarz Partners LP's Schwarz Partners LP 401(k) Profit Sharing Plan reported $181M in total assets and 3,718 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #1,001 in Management of Enterprises (1,193 peers)

Coverage in Indiana

Schwarz Partners LP 401(k) Profit Sharing Plan covers 3,718 participants in Indiana, 6.9x the typical Indiana plan (state average ~541 per filing). Assets: $181M.

#1,001
in Management of Enterprises (1,193 peers)
-8.0%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwarz Partners LP 401(k) Profit Sharing Plan's outsized position by total assets

Schwarz Partners LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$180,902,496 Top 5% higher than 95% 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

Schwarz Partners LP 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwarz Partners LP 401(k) Profit Sharing Plan lands in the large band (3,718 participants).

EBSA filing schedule strip

Filing strip 351970447 · Schwarz Partners LP PY 2022 · 401(k)

Schwarz Partners LP 401(k) Profit Sharing Plan · $181M · 3,718 · 95th

  • IND $181M
  • EOY 3,718
  • 5500 95th
  • ASSETS 401(k)
  • PCT near John Snow, Inc. Retirement Savings Plan
  • EIN ind #1001

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 Management of Enterprises retirement plans → · Plans in Indiana →

Schwarz Partners LP 401(k) Profit Sharing Plan in the asset neighbourhood

Denbury Inc. 401(k) Profit Sharing PlanDenbury Inc. 401(k) Profit S…$181MTate & Lyle Salaried Comprehensive Retirement PlanTate & Lyle Salaried Compreh…$181MTransre Incentive Retirement PlanTransre Incentive Retirement…$181MSchwarz Partners LP 401(k) Profit Sharing PlanSchwarz Partners LP 401(k) P…$181MJohn Snow, Inc. Retirement Savings PlanJohn Snow, Inc. Retirement S…$181M
End-of-year total assets ($M) among Schwarz Partners LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$181M
Net Income-$16M
Employer EIN351970447
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwarz Partners LP)

Sponsor-wide plan assets over time

All Schwarz Partners LP plans reported in each filing year

Latest sponsor-wide plan assets
$282M 55.88283093672738% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $181M $282M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 3,718 $181M
2023 1 4,279 $234M
2024 1 4,922 $282M

Nearby 401(k) Plans in Indiana

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

Schwarz Partners LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -50510 Total assets ($B) Participants Schwarz Partners LP 401(k) Profit Sharing Plan, Total assets ($B): 0.180902496 · Participants: 3718Schwarz Partners LP 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Schwarz Partners LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Schwarz Partners LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schwarz Partners LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is John Snow, Inc. Retirement Savings Plan in MA ($181M); by covered participants it is Terumo Employee Savings and Investment Plan in NJ (3,718 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($181M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,718 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 Schwarz Partners LP 401(k) Profit Sharing Plan assets move in 2022? ▼
Schwarz Partners LP 401(k) Profit Sharing Plan pulled back noticeably - down 8.0% during 2022, from $197M to $181M. Reported net income was -$16M.
How have Schwarz Partners LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwarz Partners LP's sponsor-wide assets grew 55.9%, from $181M to $282M.
Where does Schwarz Partners LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schwarz Partners LP 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Schwarz Partners LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Snow, Inc. Retirement Savings Plan in MA ($181M, 610 participants).
Which 401(k) plans cover a similar participant headcount to Schwarz Partners LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terumo Employee Savings and Investment Plan in NJ (3,718 participants, $592M 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 351970447.

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.