401(k) · DOL Form 5500 · 2022
Schwarz Partners LP 401(k) Plan
Data updated 2026-08-11
- $181M
- Total assets
- 3,718
- Participants
- 95th
- Percentile by assets
- $48,656
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $181M
- total plan assets (2022 EOY)
- 3,718
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $48,656
- avg assets per participant
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.
Where Schwarz Partners LP 401(k) Profit Sharing Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Schwarz Partners LP 401(k) Profit Sharing Plan reports 3,718 participants - 6.9x that state average ($181M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $197M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | -$16M |
| Employer EIN | 351970447 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schwarz Partners LP)
| 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.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Schwarz Partners LP 401(k) Profit Sharing Plan by total assets, not by location.
- John Snow, Inc. Retirement Savings Plan (MA) $181M · 610
- Transre Incentive Retirement Plan (NY) $181M · 405
- Tate & Lyle Salaried Comprehensive Retirement Plan (IL) $181M · 1,544
- Denbury Inc. 401(k) Profit Sharing Plan (TX) $181M · 715
Frequently Asked Questions
How did Schwarz Partners LP 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Schwarz Partners LP plan assets changed over time? ▼
Where does Schwarz Partners LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Schwarz Partners LP 401(k) Profit Sharing Plan? ▼
Next read for Schwarz Partners LP 401(k) Profit Sharin…
Filing takeaways
Ways to act on Schwarz Partners LP 401(k) Profit Sharing Plan's numbers.
- By total assets, Schwarz Partners LP 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Schwarz Partners LP's sponsor-wide assets have grown 55.9% since 2022 across 3 plan years on file. More Management of Enterprises plans