401(k) · DOL Form 5500 · 2023

Schwartz Hannum PC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
44th
Percentile by assets National rank
$262,869
Avg per participant High balance/head
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Official DOL plan name: Schwartz Hannum PC 401(k) & Profit Sharing Plan · Sponsored by Schwartz Hannum PC · Massachusetts · Professional & Technical Services

$5M in assets, 19 participants

Schwartz Hannum PC's Schwartz Hannum PC 401(k) & Profit Sharing Plan reported $5M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,566 in Professional & Technical Services (20,321 peers)

Schwartz Hannum PC multi-year trail

Schwartz Hannum PC's plans moved +45.9% in assets from 2022 to 2024; this filing shows Schwartz Hannum PC 401(k) & Profit Sharing Plan at $5M / 19 participants.

#8,566
in Professional & Technical Services (20,321 peers)
+19.8%
assets growth YoY

Schwartz Hannum PC 401(k) & Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schwartz Hannum PC 401(k) & Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,994,503 44th percentile higher than 44% of 127,068 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 2023

Schwartz Hannum PC 401(k) & Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz Hannum PC 401(k) & Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schwartz Hannum PC 401(k) & Profit Sharing Plan reported net income rose from -$476K in the plan year 2022 filing to $825K in the plan year 2023 filing.
  • Schwartz Hannum PC 401(k) & Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043424826 · Schwartz Hannum PC PY 2023 · 401(k)

Schwartz Hannum PC 401(k) & Profit Sharing Plan · $5M · 19 · 44th

  • IND $5M
  • EOY 19
  • 5500 44th
  • ASSETS 401(k)
  • PCT near Robert and Company Savings and Investment Plan
  • EIN ind #8566

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 Massachusetts →

Schwartz Hannum PC 401(k) & Profit Sharing Plan in the asset neighbourhood

Schwartz Hannum PC 401(k) & Profit Sharing PlanSchwartz Hannum PC 401(k) & …$5MRobert and Company Savings and Investment PlanRobert and Company Savings a…$5MWhole Earth Provision Co. 401(k) PlanWhole Earth Provision Co. 40…$5MLuminate Data LLC$5MFieldtex Products, Inc. Retirement Savings PlanFieldtex Products, Inc. Reti…$5M
End-of-year total assets ($M) among Schwartz Hannum PC 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schwartz Hannum PC multi-year asset trail

Sponsor-wide plan assets over time

All Schwartz Hannum PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 45.926759498631604% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.17M $6.08M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 19 $4M
2023 1 19 $5M
2024 1 19 $6M

Schwartz Hannum PC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$825K
Employer EIN043424826
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Schwartz Hannum PC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Schwartz Hannum PC 401(k) & Profit Sharing Plan, Total assets ($B): 0.004994503 · Participants: 19Schwartz Hannum PC 401(k) & Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Schwartz Hannum PC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Schwartz Hannum PC 401(k) & Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Robert and Company Savings and Investment Plan in GA ($5M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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.

Frequently Asked Questions

How did Schwartz Hannum PC 401(k) & Profit Sharing Plan assets move in 2023? ▼
Schwartz Hannum PC 401(k) & Profit Sharing Plan grew sharply - up 19.8% during 2023, from $4M to $5M. Reported net income was $825K.
How have Schwartz Hannum PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Hannum PC's sponsor-wide assets grew 45.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Schwartz Hannum PC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert and Company Savings and Investment Plan in GA ($5M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz Hannum PC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043424826.

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.