401(k) · DOL Form 5500 · 2022

Schwartz Pediatrics S.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
44th
Percentile by assets National rank
$186,376
Avg per participant Above avg balance/head
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Official DOL plan name: Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Schwartz Pediatrics S.C. · Illinois · Healthcare & Social Assistance

$4M in assets, 19 participants

Schwartz Pediatrics S.C.'s Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust reported $4M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,629 in Healthcare & Social Assistance (20,060 peers)

Schwartz Pediatrics S.C. multi-year trail

Schwartz Pediatrics S.C.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust at $4M / 19 participants.

#9,629
in Healthcare & Social Assistance (20,060 peers)
-20.6%
assets change YoY

The plan reported a net loss of $919K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,541,151 44th percentile higher than 44% 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

Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust is a small filing (19 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 363305029 · Schwartz Pediatrics S.C. PY 2022 · 401(k)

Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust · $4M · 19 · 44th

  • BOOK $4M
  • BOOK 19
  • BOOK 44th
  • BOOK 401(k)
  • BOOK near Grease Monkey International 401(k) Plan
  • BOOK ind #9629

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood

Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and TrustSamuel C. Schwartz, M.D., F.…$4MGrease Monkey International 401(k) PlanGrease Monkey International …$4MDentino Marketing 401(k) Plan$4MMfg Chemical LLC 401(k) Profit Sharing Plan & TrustMfg Chemical LLC 401(k) Prof…$4MOppenhuizen Orthodontics PC Profit Sharing 401(k) PlanOppenhuizen Orthodontics PC …$4M
End-of-year total assets ($M) among Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Schwartz Pediatrics S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Schwartz Pediatrics S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.65895354363595% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.54M $5.19M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 19 $4M
2023 1 25 $4M
2024 1 16 $5M

Schwartz Pediatrics S.C. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$919K
Employer EIN363305029
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust, Total assets ($B): 0.003541151 · Participants: 19Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust side-by-side with 3 peers →

Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Grease Monkey International 401(k) Plan in CO ($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 Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust assets move in 2022? ▼
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust declined sharply - down 20.6% during 2022, from $4M to $4M. Reported net income was -$919K.
How have Schwartz Pediatrics S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Pediatrics S.C.'s sponsor-wide assets grew 46.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Grease Monkey International 401(k) Plan in CO ($4M, 1,739 participants).
Which 401(k) plans cover a similar participant headcount to Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust? ▼
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 363305029.

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.