401(k) · DOL Form 5500 · 2022

Schwartz & Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
98
Participants Small participant base
60th
Percentile by assets National rank
$80,252
Avg per participant Below avg balance/head
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Official DOL plan name: Schwartz & Associates, P.a. 401(k) Salary Savings Plan · Sponsored by Schwartz & Associates, P.a. · Mississippi · Professional & Technical Services

$8M in assets, 98 participants

Schwartz & Associates, P.a.'s Schwartz & Associates, P.a. 401(k) Salary Savings Plan reported $8M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,523 in Professional & Technical Services (21,562 peers)

Schwartz & Associates, P.a. multi-year trail

Schwartz & Associates, P.a.'s plans moved +14.6% in assets from 2022 to 2024; this filing shows Schwartz & Associates, P.a. 401(k) Salary Savings Plan at $8M / 98 participants.

#12,523
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwartz & Associates, P.a. 401(k) Salary Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schwartz & Associates, P.a. 401(k) Salary Savings Plan vs every filed plan by assets

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

$7,864,669 Top 40% higher than 60% 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 & Associates, P.a. 401(k) Salary Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz & Associates, P.a. 401(k) Salary Savings Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 640854447 · Schwartz & Associates, P.a. PY 2022 · 401(k)

Schwartz & Associates, P.a. 401(k) Salary Savings Plan · $8M · 98 · 60th

  • SCH $8M
  • EBSA 98
  • PART 60th
  • TYPE 401(k)
  • NET near Employee Benefit Plan of Houston Food Bank
  • BOOK ind #12523

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 Mississippi →

Schwartz & Associates, P.a. 401(k) Salary Savings Plan in the asset neighbourhood

Employee Benefit Plan of Houston Food BankEmployee Benefit Plan of Hou…$8MThink Company, Inc. 401(k) PlanThink Company, Inc. 401(k) P…$8MSchwartz & Associates, P.a. 401(k) Salary Savings PlanSchwartz & Associates, P.a. …$8MWaller Lansden Dortch & Davis 401(k) Retirement Plan IIWaller Lansden Dortch & Davi…$8MSavings Plan for Employees of Fischer Paper Products, Inc.Savings Plan for Employees o…$8M
End-of-year total assets ($M) among Schwartz & Associates, P.a. 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Schwartz & Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Schwartz & Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 14.615745430608715% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.86M $9.01M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 98 $8M
2023 1 92 $8M
2024 1 96 $9M

Schwartz & Associates, P.a. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN640854447
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Schwartz & Associates, P.a. 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Schwartz & Associates, P.a. 401(k) Salary Savings Plan, Total assets ($M): 7.864669 · Participants: 98Schwartz & Associates, P.a. 401(k) Salary Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Schwartz & Associates, P.a. 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Schwartz & Associates, P.a. 401(k) Salary Savings Plan side-by-side with 3 peers →

Schwartz & Associates, P.a. 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Employee Benefit Plan of Houston Food Bank in TX ($8M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 & Associates, P.a. 401(k) Salary Savings Plan assets move in 2022? ▼
Schwartz & Associates, P.a. 401(k) Salary Savings Plan declined sharply - down 16.9% during 2022, from $9M to $8M. Reported net income was -$2M.
How have Schwartz & Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz & Associates, P.a.'s sponsor-wide assets grew 14.6%, from $8M to $9M.
Which 401(k) plans are similar in size to Schwartz & Associates, P.a. 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Houston Food Bank in TX ($8M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz & Associates, P.a. 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 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 640854447.

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.