401(k) · DOL Form 5500 · 2022

Schwartz Farms, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
394
Participants Below avg headcount
80th
Percentile by assets National rank
$61,547
Avg per participant Low balance/head
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Official DOL plan name: Schwartz Farms, Inc. 401(k) Profit Sharing Plan · Sponsored by Schwartz Farms, Inc. · Minnesota · Agriculture, Forestry & Fishing

$24M in assets, 394 participants

Schwartz Farms, Inc.'s Schwartz Farms, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 394 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #1,331 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Minnesota

Schwartz Farms, Inc. 401(k) Profit Sharing Plan covers 394 participants in Minnesota, about 35% of the average Minnesota filer (state average ~1,126 per filing). Assets: $24M.

#1,331
in Agriculture, Forestry & Fishing (1,523 peers)
-11.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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 Farms, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Schwartz Farms, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,249,688 Top 20% higher than 80% 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 Farms, Inc. 401(k) Profit Sharing Plan 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 Farms, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (394 participants).

Plan-year Form 5500 strip

Filing strip 411595998 · Schwartz Farms, Inc. PY 2022 · 401(k)

Schwartz Farms, Inc. 401(k) Profit Sharing Plan · $24M · 394 · 80th

  • IND $24M
  • IND 394
  • IND 80th
  • IND 401(k)
  • IND near Valley Medical Group, P.C. 401(k) Plan
  • IND ind #1331

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Minnesota →

Schwartz Farms, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mcgee Brothers Co., Inc. 401(k) Retirement PlanMcgee Brothers Co., Inc. 401…$24MSchwartz Farms, Inc. 401(k) Profit Sharing PlanSchwartz Farms, Inc. 401(k) …$24MValley Medical Group, P.C. 401(k) PlanValley Medical Group, P.C. 4…$24MPinova Savings and Investment PlanPinova Savings and Investmen…$24MNorthwest Aerospace Technologies, Inc. 401(k) Retirement Savings PlanNorthwest Aerospace Technolo…$24M
End-of-year total assets ($M) among Schwartz Farms, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN411595998
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwartz Farms, Inc.)

Sponsor-wide plan assets over time

All Schwartz Farms, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 45.12230013021198% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.3M $35.2M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 394 $24M
2023 1 418 $30M
2024 1 463 $35M

Nearby 401(k) Plans in Minnesota

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

Schwartz Farms, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Schwartz Farms, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.024249688 · Participants: 394Schwartz Farms, Inc. 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Schwartz Farms, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Schwartz Farms, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schwartz Farms, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Valley Medical Group, P.C. 401(k) Plan in MA ($24M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Farms, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Schwartz Farms, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.0% during 2022, from $27M to $24M. Reported net income was -$3M.
How have Schwartz Farms, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Farms, Inc.'s sponsor-wide assets grew 45.1%, from $24M to $35M.
Where does Schwartz Farms, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schwartz Farms, Inc. 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Schwartz Farms, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Medical Group, P.C. 401(k) Plan in MA ($24M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz Farms, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (394 participants, $6M 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 411595998.

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.