401(k) · DOL Form 5500 · 2023
Schwartz Pediatrics S.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $174,386
- Avg per participant Above avg balance/head
Official DOL plan name: Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Schwartz Pediatrics S.C. · Illinois · Healthcare & Social Assistance
$4M in assets, 25 participants
Schwartz Pediatrics S.C.'s Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust reported $4M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,972 in Healthcare & Social Assistance (17,684 peers)
Schwartz Pediatrics S.C. multi-year trail
Schwartz Pediatrics S.C.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust at $4M / 25 participants.
- #7,972
- in Healthcare & Social Assistance (17,684 peers)
- +23.1%
- assets growth YoY
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,359,648 42nd percentile higher than 42% 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
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust reported net income rose from -$919K in the plan year 2022 filing to $818K in the plan year 2023 filing.
- Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust reported participants rose from 19 in the plan year 2022 filing to 25 in the plan year 2023 filing.
- Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363305029 · Schwartz Pediatrics S.C. PY 2023 · 401(k)
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust · $4M · 25 · 42nd
- NET $4M
- BOOK 25
- VS-ST 42nd
- BOY 401(k)
- SCH near Port Aggregates Group of Companies 401(k) Plan
- EBSA ind #7972
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood
Schwartz Pediatrics S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Schwartz Pediatrics S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 46.65895354363595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $4M |
| 2023 | 1 | 25 | $4M |
| 2024 | 1 | 16 | $5M |
Schwartz Pediatrics S.C. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $818K |
| Employer EIN | 363305029 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Port Aggregates Group of Companies 401(k) Plan in LA ($4M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.