Other · DOL Form 5500 · 2023

Michael Schwartzberg Profit Sharing Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

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Official DOL plan name: Michael Schwartzberg Profit Sharing Plan · Sponsored by Michael Schwartzberg Profit Sharing · New Jersey · Professional & Technical Services

$1M in assets, N/A participants

Michael Schwartzberg Profit Sharing's Michael Schwartzberg Profit Sharing Plan reported $1M in total assets and N/A participants in its 2023 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.

#4,485 in Professional & Technical Services (20,321 peers)

Michael Schwartzberg Profit Sharing multi-year trail

Michael Schwartzberg Profit Sharing's plans moved +25.7% in assets from 2022 to 2024; this filing shows Michael Schwartzberg Profit Sharing Plan at $1M / N/A participants.

#4,485
in Professional & Technical Services (20,321 peers): +15.9%
assets growth YoY

Michael Schwartzberg Profit Sharing Plan among the smaller filed plans by assets

Michael Schwartzberg Profit Sharing Plan vs every filed plan by assets

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

$1,389,926 27th percentile higher than 27% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Michael Schwartzberg Profit Sharing Plan reported net income rose from -$152K in the plan year 2022 filing to $191K in the plan year 2023 filing.
Michael Schwartzberg Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 156485043 · Michael Schwartzberg Profit Sharing PY 2023 · Other

Michael Schwartzberg Profit Sharing Plan · $1M · N/A · 27th

EBSA $1M
PART N/A
TYPE 27th
NET Other
BOOK near Lobo Energy Incorporated 403(b) DC Plan
VS-ST ind #4485

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 New Jersey →

End-of-year total assets ($M) among Michael Schwartzberg Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michael Schwartzberg Profit Sharing multi-year asset trail

Latest sponsor-wide plan assets: $2M 25.743339061379068% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$1M
2023	1	N/A	$1M
2024	1	N/A	$2M

Michael Schwartzberg Profit Sharing filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$191K
Employer EIN	156485043
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Michael Schwartzberg Profit Sharing Plan vs. nearby Other plans in New Jersey, assets vs. participants

Princeton University Retirement Plan $2.1B · 8,456
Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
Princeton University Retirement Savings Plan $1.5B · 7,955
Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936

Compare Michael Schwartzberg Profit Sharing Plan side-by-side with 3 peers →

Michael Schwartzberg Profit Sharing Plan's closest out-of-state Other peers by assets

Outside New Jersey, the nearest Other by end-of-year assets is Lobo Energy Incorporated 403(b) DC Plan in NM at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Lobo Energy Incorporated 403(b) DC Plan (NM) $1M · 8
Washington Healthcare Strategies Inc Profit Sharing Plan and Trust (PA) $1M · 4
National Association of Scholars, Inc. Defined Contribution Plan (NY) $1M · 17
The Inland Hospital Pension Plan (ME) $1M · 27

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 Michael Schwartzberg Profit Sharing Plan assets move in 2023? ▼

Michael Schwartzberg Profit Sharing Plan grew sharply - up 15.9% during 2023, from $1M to $1M. Reported net income was $191K.

How have Michael Schwartzberg Profit Sharing plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Michael Schwartzberg Profit Sharing's sponsor-wide assets grew 25.7%, from $1M to $2M.

Which Other plans are similar in size to Michael Schwartzberg Profit Sharing Plan? ▼

Among Other plans in other states, the closest by assets is Lobo Energy Incorporated 403(b) DC Plan in NM ($1M, 8 participants).

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 156485043.