401(k) · DOL Form 5500 · 2022

Schwartz Brothers Restaurants 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
288
Participants Below avg headcount
64th
Percentile by assets National rank
$33,649
Avg per participant Low balance/head
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Official DOL plan name: Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust · Sponsored by Schwartz Brothers Restaurants · Washington · Food Services & Accommodation

$10M in assets, 288 participants

Schwartz Brothers Restaurants's Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust reported $10M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,092 in Food Services & Accommodation (4,592 peers)

Coverage in Washington

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust covers 288 participants in Washington, about 20% of the average Washington filer (state average ~1,476 per filing). Assets: $10M.

#4,092
in Food Services & Accommodation (4,592 peers)
-21.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust vs every filed plan by assets

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

$9,691,034 Top 36% higher than 64% 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 Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust sits mid-pack in the medium band (288 participants).

Form 5500 schedule snapshot

Filing strip 201335083 · Schwartz Brothers Restaurants PY 2022 · 401(k)

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust · $10M · 288 · 64th

  • BOY $10M
  • SCH 288
  • EBSA 64th
  • PART 401(k)
  • TYPE near Rcs 401(k) Retirement Savings Plan
  • NET ind #4092

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 Food Services & Accommodation retirement plans → · Plans in Washington →

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust in the asset neighbourhood

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & TrustSchwartz Brothers Restaurant…$10MRcs 401(k) Retirement Savings PlanRcs 401(k) Retirement Saving…$10MDesign Partners, Incorporated Profit Sharing PlanDesign Partners, Incorporate…$10MSonray Group 401(k) Profit Sharing PlanSonray Group 401(k) Profit S…$10MNational Quality Forum 401(k) PlanNational Quality Forum 401(k…$10M
End-of-year total assets ($M) among Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN201335083
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwartz Brothers Restaurants)

Sponsor-wide plan assets over time

All Schwartz Brothers Restaurants plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.72180574332935% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.69M $13.1M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 288 $10M
2023 1 358 $12M
2024 1 396 $13M

Nearby 401(k) Plans in Washington

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

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust, Total assets ($B): 0.009691034 · Participants: 288Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust side-by-side with 3 peers →

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Rcs 401(k) Retirement Savings Plan in NC ($10M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust assets move in 2022? ▼
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust declined sharply - down 21.1% during 2022, from $12M to $10M. Reported net income was -$3M.
How have Schwartz Brothers Restaurants plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Brothers Restaurants's sponsor-wide assets grew 34.7%, from $10M to $13M.
Which 401(k) plans are similar in size to Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rcs 401(k) Retirement Savings Plan in NC ($10M, 657 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 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 201335083.

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.