401(k) · DOL Form 5500 · 2023

Schwarz Partners LP 401(k) Plan

Data updated 2026-08-11

$234M
Total assets: 4,279
Participants: 95th
Percentile by assets: $54,741
Avg per participant

Official DOL plan name: Schwarz Partners LP 401(k) Profit Sharing Plan · Sponsored by Schwarz Partners LP · Indiana · Management of Enterprises

$234M in assets, 4,279 participants

Schwarz Partners LP's Schwarz Partners LP 401(k) Profit Sharing Plan reported $234M in total assets and 4,279 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#959 in Management of Enterprises (1,137 peers)

Coverage in Indiana

Schwarz Partners LP 401(k) Profit Sharing Plan covers 4,279 participants in Indiana, 7.9x the typical Indiana plan (state average ~541 per filing). Assets: $234M.

$234M
total plan assets (2023 EOY): 4,279
covered participants: 95th
percentile by assets (of 127,072 plans): $54,741
avg assets per participant

Where Schwarz Partners LP 401(k) Profit Sharing Plan sits by total assets

Schwarz Partners LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$234,235,319 Top 5% higher than 95% 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

Schwarz Partners LP 401(k) Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $53M in the plan year 2023 filing.
Schwarz Partners LP 401(k) Profit Sharing Plan end-of-year assets rose from $181M in the plan year 2022 filing to $234M in the plan year 2023 filing.
Schwarz Partners LP 401(k) Profit Sharing Plan reported participants rose from 3,718 in the plan year 2022 filing to 4,279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Management of Enterprises

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Schwarz Partners LP 401(k) Profit Sharing Plan reports 4,279 participants - 7.9x that state average ($234M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$181M
Net Assets (End of Year)	$234M
Net Income	$53M
Employer EIN	351970447
Plan Effective Date	1998-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Schwarz Partners LP)

Total plan assets by year, all Schwarz Partners LP plans on file

Year	Plans	Participants	Total Assets
2022	1	3,718	$181M
2023	1	4,279	$234M
2024	1	4,922	$282M

Nearby 401(k) Plans in Indiana

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

Schwarz Partners LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Schwarz Partners LP 401(k) Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Schwarz Partners LP 401(k) Profit Sharing Plan by total assets, not by location.

Mohawk Industries Retirement Plan 1 (GA) $234M · 10,965
Modern Woodmen of America Employees' Savings Plan (IL) $234M · 1,047
Union Bank & Trust Company Profit Sharing Plan (NE) $234M · 1,094
Gastro Health 401(k) Retirement Plan (FL) $234M · 2,262

Frequently Asked Questions

How did Schwarz Partners LP 401(k) Profit Sharing Plan assets move in 2023? ▼

Schwarz Partners LP 401(k) Profit Sharing Plan grew sharply - up 29.5% during 2023, from $181M to $234M. Reported net income was $53M.

How have Schwarz Partners LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Schwarz Partners LP's sponsor-wide assets grew 55.9%, from $181M to $282M.

Where does Schwarz Partners LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Schwarz Partners LP 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Schwarz Partners LP 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mohawk Industries Retirement Plan 1 in GA ($234M, 10,965 participants).

Next read for Schwarz Partners LP 401(k) Profit Sharin…

Filing takeaways

Ways to act on Schwarz Partners LP 401(k) Profit Sharing Plan's numbers.

By total assets, Schwarz Partners LP 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
Schwarz Partners LP's sponsor-wide assets have grown 55.9% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 351970447.