401(k) · DOL Form 5500 · 2022

Kathleen Schwartzplatz 401(k) Plan

Data updated 2026-08-25

$758K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$378,804
Avg per participant High balance/head
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Official DOL plan name: Schwartz Platz Profit Sharing Plan · Sponsored by Kathleen Schwartzplatz · California · Professional & Technical Services

$758K in assets, 2 participants

Kathleen Schwartzplatz's Schwartz Platz Profit Sharing Plan reported $758K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,956 in Professional & Technical Services (21,562 peers)

Kathleen Schwartzplatz multi-year trail

Kathleen Schwartzplatz's plans moved +55.9% in assets from 2022 to 2024; this filing shows Schwartz Platz Profit Sharing Plan at $758K / 2 participants.

#3,956
in Professional & Technical Services (21,562 peers)
-18.9%
assets change YoY

The plan reported a net loss of $177K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwartz Platz Profit Sharing Plan among the smaller filed plans by assets

Schwartz Platz Profit Sharing Plan vs every filed plan by assets

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

$757,607 22nd percentile higher than 22% 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 Platz 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. Schwartz Platz Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 680263780 · Kathleen Schwartzplatz PY 2022 · 401(k)

Schwartz Platz Profit Sharing Plan · $758K · 2 · 22nd

  • 5500 $758K
  • 5500 2
  • 5500 22nd
  • 5500 401(k)
  • 5500 near Uncover Ventures, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #3956

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 California →

Schwartz Platz Profit Sharing Plan in the asset neighbourhood

Schwartz Platz Profit Sharing PlanSchwartz Platz Profit Sharin…$758KUncover Ventures, Inc. 401(k) Profit Sharing PlanUncover Ventures, Inc. 401(k…$758KLeblond Ltd. 401(k) Profit Sharing PlanLeblond Ltd. 401(k) Profit S…$758KManiacal Motorsports Inc. 401(k) PlanManiacal Motorsports Inc. 40…$758KSource Group Professionals, Inc. 401(k) PlanSource Group Professionals, …$758K
End-of-year total assets ($M) among Schwartz Platz Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kathleen Schwartzplatz multi-year asset trail

Sponsor-wide plan assets over time

All Kathleen Schwartzplatz plans reported in each filing year

Latest sponsor-wide plan assets
$1M 55.90906631010537% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.76M $1.18M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 2 $758K
2023 1 3 $995K
2024 1 3 $1M

Kathleen Schwartzplatz filing trail (2022)

Total Assets (Beginning of Year)$935K
Net Assets (End of Year)$758K
Net Income-$177K
Employer EIN680263780
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Schwartz Platz Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Schwartz Platz Profit Sharing Plan, Total assets ($B): 0.000757607 · Participants: 2Schwartz Platz Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Schwartz Platz Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Schwartz Platz Profit Sharing Plan side-by-side with 3 peers →

Schwartz Platz Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Uncover Ventures, Inc. 401(k) Profit Sharing Plan in TX ($758K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Platz Profit Sharing Plan assets move in 2022? ▼
Schwartz Platz Profit Sharing Plan declined sharply - down 18.9% during 2022, from $935K to $758K. Reported net income was -$177K.
How have Kathleen Schwartzplatz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kathleen Schwartzplatz's sponsor-wide assets grew 55.9%, from $758K to $1M.
Where does Schwartz Platz Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schwartz Platz Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Schwartz Platz Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uncover Ventures, Inc. 401(k) Profit Sharing Plan in TX ($758K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Schwartz Platz Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 680263780.

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.