Profit Sharing · DOL Form 5500 · 2022
Dione Schwartz Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $130,364
- Avg per participant Near avg balance/head
Official DOL plan name: Dione Schwartz Inc. Retirement Plan · Sponsored by Dione Schwartz Inc. · Arizona · Other Services
$1M in assets, 9 participants
Dione Schwartz Inc.'s Dione Schwartz Inc. Retirement Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #4,231 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Dione Schwartz Inc. Retirement Plan ranks #4,231 of 8,398 2022 filers by assets (1711% of the sector average)-$1M for 9 participants.
- #4,231
- in Other Services (8,398 peers)
- +9.2%
- assets growth YoY
Dione Schwartz Inc. Retirement Plan among the smaller filed plans by assets
Dione Schwartz Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,173,275 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dione Schwartz Inc. Retirement 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. Dione Schwartz Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.
DOL schedule card
Filing strip 475650200 · Dione Schwartz Inc. PY 2022 · Profit Sharing
Dione Schwartz Inc. Retirement Plan · $1M · 9 · 27th
- PCT $1M
- EIN 9
- RANK 27th
- PHOTO Profit Sharing
- IND near Aqua Mechanics Corp. Retirement Plan
- EOY ind #4231
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 Other Services retirement plans → · Plans in Arizona →
Dione Schwartz Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $99K |
| Employer EIN | 475650200 |
| Plan Effective Date | 2015-11-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dione Schwartz Inc.)
Sponsor-wide plan assets over time
All Dione Schwartz Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $892K 23.96198674650018% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 10 | $881K |
| 2024 | 1 | 10 | $892K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Dione Schwartz Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Aqua Mechanics Corp. Retirement Plan in PR ($1M); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.