401(k) · DOL Form 5500 · 2022

Richard G Schwartz Md PA 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
N/A
Participants Small participant base
54th
Percentile by assets National rank
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Official DOL plan name: Richard G Schwartz Md PA 401(k) Safe Harbor Plan · Sponsored by Richard G Schwartz Md PA · Florida · Healthcare & Social Assistance

$6M in assets, N/A participants

Richard G Schwartz Md PA's Richard G Schwartz Md PA 401(k) Safe Harbor Plan reported $6M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,004 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Richard G Schwartz Md PA 401(k) Safe Harbor Plan holds $6M for N/A participants, above the median plan by assets.

#12,004
in Healthcare & Social Assistance (20,060 peers)
+6.4%
assets growth YoY

Richard G Schwartz Md PA 401(k) Safe Harbor Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard G Schwartz Md PA 401(k) Safe Harbor Plan vs every filed plan by assets

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

$5,917,773 Top 46% higher than 54% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 592054625 · Richard G Schwartz Md PA PY 2022 · 401(k)

Richard G Schwartz Md PA 401(k) Safe Harbor Plan · $6M · N/A · 54th

  • NET $6M
  • NET N/A
  • NET 54th
  • NET 401(k)
  • NET near Controlled Air, Inc. 401(k) Profit Sharing Plan
  • NET ind #12004

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 Florida →

Richard G Schwartz Md PA 401(k) Safe Harbor Plan in the asset neighbourhood

Richard G Schwartz Md PA 401(k) Safe Harbor PlanRichard G Schwartz Md PA 401…$6MControlled Air, Inc. 401(k) Profit Sharing PlanControlled Air, Inc. 401(k) …$6MEckerson Pediatric Associates, P.C. 401(k) Profit Sharing PlanEckerson Pediatric Associate…$6MCha Group Retirement Plan$6MR. W. Miner Corporation Retirement PlanR. W. Miner Corporation Reti…$6M
End-of-year total assets ($M) among Richard G Schwartz Md PA 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$359K
Employer EIN592054625
Plan Effective Date1980-12-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard G Schwartz Md PA)

Sponsor-wide plan assets over time

All Richard G Schwartz Md PA plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$2M$4M$6M$8M 20222023 $5.92M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 N/A $6M
2023 1 3 N/A

Nearby 401(k) Plans in Florida

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

Richard G Schwartz Md PA 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Richard G Schwartz Md PA 401(k) Safe Harbor Plan, Total assets ($B): 0.005917773 · Participants: 0Richard G Schwartz Md PA 401(k) Safe Harbor PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Richard G Schwartz Md PA 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Richard G Schwartz Md PA 401(k) Safe Harbor Plan's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Controlled Air, Inc. 401(k) Profit Sharing Plan in OH at $6M (this filing: $6M).

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 Richard G Schwartz Md PA 401(k) Safe Harbor Plan assets move in 2022?
Richard G Schwartz Md PA 401(k) Safe Harbor Plan grew at a solid clip - up 6.4% during 2022, from $6M to $6M. Reported net income was $359K.
Which 401(k) plans are similar in size to Richard G Schwartz Md PA 401(k) Safe Harbor Plan?
Among 401(k) plans in other states, the closest by assets is Controlled Air, Inc. 401(k) Profit Sharing Plan in OH ($6M, 14 participants).