401(k) · DOL Form 5500 · 2023
David Schwenk Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $505K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $126,225
- Avg per participant Near avg balance/head
Official DOL plan name: David Schwenk Financial Retirement Plan · Sponsored by David Schwenk Financial, Inc. · Florida · Finance & Insurance
$505K in assets, 4 participants
David Schwenk Financial, Inc.'s David Schwenk Financial Retirement Plan reported $505K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #972 in Finance & Insurance (8,869 peers)
2023 asset change
David Schwenk Financial Retirement Plan grew at a solid clip 12.1% in 2023 ($450K → $505K) for 4 participants.
- #972
- in Finance & Insurance (8,869 peers)
- +12.1%
- assets growth YoY
David Schwenk Financial Retirement Plan among the smaller filed plans by assets
David Schwenk Financial Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$504,898 18th percentile higher than 18% 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
David Schwenk Financial Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Schwenk Financial Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- David Schwenk Financial Retirement Plan reported net income fell from $122K in the plan year 2022 filing to $55K in the plan year 2023 filing.
- David Schwenk Financial Retirement Plan end-of-year assets rose from $450K in the plan year 2022 filing to $505K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 462437641 · David Schwenk Financial, Inc. PY 2023 · 401(k)
David Schwenk Financial Retirement Plan · $505K · 4 · 18th
- IND $505K
- IND 4
- IND 18th
- IND 401(k)
- IND near A J Smith Ins. Agency Retirement Plan
- IND ind #972
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 Finance & Insurance retirement plans → · Plans in Florida →
David Schwenk Financial Retirement Plan in the asset neighbourhood
David Schwenk Financial, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All David Schwenk Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $490K 8.755132085275328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $450K |
| 2023 | 1 | 4 | $505K |
| 2024 | 1 | 4 | $490K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $450K |
|---|---|
| Net Assets (End of Year) | $505K |
| Net Income | $55K |
| Employer EIN | 462437641 |
| Plan Effective Date | 2013-04-03 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
David Schwenk Financial Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is A J Smith Ins. Agency Retirement Plan in IL ($505K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($505K here).
- A J Smith Ins. Agency Retirement Plan (IL) $505K · 5
- Enhancedcare 401(k) Plan (NY) $505K · 7
- N & D Inc. 401(k) Plan (CA) $505K · 13
- Labrec Enterprises Retirement Plan (AK) $505K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.