401(k) · DOL Form 5500 · 2022

Frederick Swartz & Co., PC 401(k) Plan

Data updated 2026-08-25

$993K
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$248,187
Avg per participant Above avg balance/head
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Official DOL plan name: Frederick Swartz & Co., PC 401(k) Profit Sharing Plan · Sponsored by Frederick Swartz & Co., PC · Iowa · Professional & Technical Services

$993K in assets, 4 participants

Frederick Swartz & Co., PC's Frederick Swartz & Co., PC 401(k) Profit Sharing Plan reported $993K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,546 in Professional & Technical Services (21,562 peers)

Frederick Swartz & Co., PC multi-year trail

Frederick Swartz & Co., PC's plans moved +67.7% in assets from 2022 to 2024; this filing shows Frederick Swartz & Co., PC 401(k) Profit Sharing Plan at $993K / 4 participants.

#4,546
in Professional & Technical Services (21,562 peers)
-24.9%
assets change YoY

The plan reported a net loss of $329K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frederick Swartz & Co., PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Frederick Swartz & Co., PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$992,749 25th percentile higher than 25% 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

Frederick Swartz & Co., PC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frederick Swartz & Co., PC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 421384348 · Frederick Swartz & Co., PC PY 2022 · 401(k)

Frederick Swartz & Co., PC 401(k) Profit Sharing Plan · $993K · 4 · 25th

  • SCH $993K
  • SCH 4
  • SCH 25th
  • SCH 401(k)
  • SCH near General Linen Supply Company Employees' 401(k) and Profit Sharing Plan
  • SCH ind #4546

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 Professional & Technical Services retirement plans → · Plans in Iowa →

Frederick Swartz & Co., PC 401(k) Profit Sharing Plan in the asset neighbourhood

Frederick Swartz & Co., PC 401(k) Profit Sharing PlanFrederick Swartz & Co., PC 4…$993KGeneral Linen Supply Company Employees' 401(k) and Profit Sharing PlanGeneral Linen Supply Company…$993KVerveba Telecom, LLC 401(k) PlanVerveba Telecom, LLC 401(k) …$993KAcc Electronix, Inc. 401(k) Plan & TrustAcc Electronix, Inc. 401(k) …$992KWindwalker Group 401(k) Plan$993K
End-of-year total assets ($M) among Frederick Swartz & Co., PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Frederick Swartz & Co., PC multi-year asset trail

Sponsor-wide plan assets over time

All Frederick Swartz & Co., PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 67.66302459131161% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.99M $1.66M ▲ +67.7%
Year Plans Participants Total Assets
2022 1 4 $993K
2023 1 3 $1M
2024 1 3 $2M

Frederick Swartz & Co., PC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$993K
Net Income-$329K
Employer EIN421384348
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Frederick Swartz & Co., PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Frederick Swartz & Co., PC 401(k) Profit Sharing Plan, Total assets ($B): 0.000992749 · Participants: 4Frederick Swartz & Co., PC 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Frederick Swartz & Co., PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Frederick Swartz & Co., PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Frederick Swartz & Co., PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is General Linen Supply Company Employees' 401(k) and Profit Sharing Plan in MI ($993K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Frederick Swartz & Co., PC 401(k) Profit Sharing Plan assets move in 2022? ▼
Frederick Swartz & Co., PC 401(k) Profit Sharing Plan declined sharply - down 24.9% during 2022, from $1M to $993K. Reported net income was -$329K.
How have Frederick Swartz & Co., PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frederick Swartz & Co., PC's sponsor-wide assets grew 67.7%, from $993K to $2M.
Where does Frederick Swartz & Co., PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Frederick Swartz & Co., PC 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Frederick Swartz & Co., PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Linen Supply Company Employees' 401(k) and Profit Sharing Plan in MI ($993K, 13 participants).
Which 401(k) plans cover a similar participant headcount to Frederick Swartz & Co., PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 421384348.

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.