401(k) · DOL Form 5500 · 2023

Mark Schwartzman 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$391,696
Avg per participant High balance/head
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Official DOL plan name: Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Mark Schwartzman · Massachusetts · Manufacturing

$1M in assets, 3 participants

Mark Schwartzman's Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,078 in Manufacturing (18,722 peers)

Mark Schwartzman multi-year trail

Mark Schwartzman's plans moved +63.3% in assets from 2022 to 2024; this filing shows Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust at $1M / 3 participants.

#2,078
in Manufacturing (18,722 peers)
+32.4%
assets growth YoY

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,175,089 25th percentile higher than 25% 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

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$347K in the plan year 2022 filing to $287K in the plan year 2023 filing.
  • Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $888K 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 331059767 · Mark Schwartzman PY 2023 · 401(k)

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust · $1M · 3 · 25th

  • TYPE $1M
  • NET 3
  • BOOK 25th
  • VS-ST 401(k)
  • BOY near Mancomm 401(k) Plan
  • SCH ind #2078

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 Manufacturing retirement plans → · Plans in Massachusetts →

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & TrustSilver Vortex Solutions Inc …$1MMancomm 401(k) Plan$1MChiropractic Associates of Platteville LLC 401(k) PlanChiropractic Associates of P…$1MMhi Service Inc. 401(k) Profit Sharing PlanMhi Service Inc. 401(k) Prof…$1MAta Technologies, LLC 401(k) PlanAta Technologies, LLC 401(k)…$1M
End-of-year total assets ($M) among Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mark Schwartzman multi-year asset trail

Sponsor-wide plan assets over time

All Mark Schwartzman plans reported in each filing year

Latest sponsor-wide plan assets
$1M 63.301561841770315% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.89M $1.45M ▲ +62.9%
Year Plans Participants Total Assets
2022 1 3 $888K
2023 1 3 $1M
2024 1 3 $1M

Mark Schwartzman filing trail (2023)

Total Assets (Beginning of Year)$888K
Net Assets (End of Year)$1M
Net Income$287K
Employer EIN331059767
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001175089 · Participants: 3Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & TrustFidelity 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
Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mancomm 401(k) Plan in TX ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust surged - up 32.4% during 2023, from $888K to $1M. Reported net income was $287K.
How have Mark Schwartzman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark Schwartzman's sponsor-wide assets grew 63.3%, from $888K to $1M.
Where does Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mancomm 401(k) Plan in TX ($1M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 331059767.

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.