Profit Sharing · DOL Form 5500 · 2023
Schwabe and Associates, Cpas, PLLC Profit Sharing Plan
Data updated 2026-08-25
- $700K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $233,387
- Avg per participant Above avg balance/head
Official DOL plan name: Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 · Sponsored by Schwabe and Associates, Cpas, PLLC · Oklahoma · Professional & Technical Services
$700K in assets, 3 participants
Schwabe and Associates, Cpas, PLLC's Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 reported $700K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,181 in Professional & Technical Services (20,321 peers)
Schwabe and Associates, Cpas, PLLC multi-year trail
Schwabe and Associates, Cpas, PLLC's plans moved +60.6% in assets from 2022 to 2024; this filing shows Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 at $700K / 3 participants.
- #3,181
- in Professional & Technical Services (20,321 peers)
- +22.5%
- assets growth YoY
Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 among the smaller filed plans by assets
Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$700,162 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 reported net income rose from -$17K in the plan year 2022 filing to $128K in the plan year 2023 filing.
- Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 end-of-year assets rose from $572K in the plan year 2022 filing to $700K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 271252982 · Schwabe and Associates, Cpas, PLLC PY 2023 · Profit Sharing
Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 · $700K · 3 · 21st
- BOY $700K
- BOY 3
- BOY 21st
- BOY Profit Sharing
- BOY near Radfam Corporation Retirement Plan
- BOY ind #3181
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 Oklahoma →
Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 in the asset neighbourhood
Schwabe and Associates, Cpas, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Schwabe and Associates, Cpas, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $918K 60.64190430210225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $572K |
| 2023 | 1 | 3 | $700K |
| 2024 | 1 | 3 | $918K |
Schwabe and Associates, Cpas, PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $572K |
|---|---|
| Net Assets (End of Year) | $700K |
| Net Income | $128K |
| Employer EIN | 271252982 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $121M · 992
- Family & Children's Services 403(b) Plan $37M · 989
- Eskridge Auto Group Profit Sharing Plan $27M · 141
- Veenker Resources, Inc. Profit Sharing Plan $21M · 11
- Messer-Bowers Profit Sharing Plan $9M · 40
Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is Radfam Corporation Retirement Plan in FL ($700K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($700K here).
- Radfam Corporation Retirement Plan (FL) $700K · 6
- Robert R. Serpe, PC Profit Sharng Plan (MA) $700K · N/A
- Tash Investments Inc. Profit Sharing Plan (PA) $700K · 1
- Rachlan26, Inc. Retirement Plan (MI) $700K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.