Profit Sharing · DOL Form 5500 · 2023

Schwartz Lasson Harris Ltd. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
44th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Schwartz Lasson Harris, Ltd Profit Sharing Plan · Sponsored by Schwartz Lasson Harris Ltd. · Pennsylvania · Professional & Technical Services

$5M in assets, 4 participants

Schwartz Lasson Harris Ltd.'s Schwartz Lasson Harris, Ltd Profit Sharing Plan reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,493 in Professional & Technical Services (20,321 peers)

2023 asset change

Schwartz Lasson Harris, Ltd Profit Sharing Plan pulled back noticeably 10.5% in 2023 ($5M → $5M) for 4 participants.

#8,493
in Professional & Technical Services (20,321 peers)
-10.5%
assets change YoY

The plan reported a net loss of $577K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwartz Lasson Harris, Ltd Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schwartz Lasson Harris, Ltd Profit Sharing Plan vs every filed plan by assets

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

$4,914,133 44th percentile higher than 44% 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

Schwartz Lasson Harris, Ltd Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz Lasson Harris, Ltd Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schwartz Lasson Harris, Ltd Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Schwartz Lasson Harris, Ltd Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to -$577K in the plan year 2023 filing.
  • Schwartz Lasson Harris, Ltd Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232391384 · Schwartz Lasson Harris Ltd. PY 2023 · Profit Sharing

Schwartz Lasson Harris, Ltd Profit Sharing Plan · $5M · 4 · 44th

  • ASSETS $5M
  • ASSETS 4
  • ASSETS 44th
  • ASSETS Profit Sharing
  • ASSETS near Roberto F. Garcia Morales Retirement Plan
  • ASSETS ind #8493

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 Pennsylvania →

Schwartz Lasson Harris, Ltd Profit Sharing Plan in the asset neighbourhood

Roberto F. Garcia Morales Retirement PlanRoberto F. Garcia Morales Re…$5MMichal L. Putman, M.D. P.a. Profit Sharing PlanMichal L. Putman, M.D. P.a. …$5MSchwartz Lasson Harris, Ltd Profit Sharing PlanSchwartz Lasson Harris, Ltd …$5MComprehensive Orthopaedics PA Profit Sharing PlanComprehensive Orthopaedics P…$5MRent-a-Center East, Inc. Retirement Savings Plan for Puerto Rico EmployeesRent-a-Center East, Inc. Ret…$5M
End-of-year total assets ($M) among Schwartz Lasson Harris, Ltd Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Schwartz Lasson Harris Ltd. years around the 2023 move

Sponsor-wide plan assets over time

All Schwartz Lasson Harris Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.0772870222977056% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $5.49M $5.66M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 4 $5M
2024 1 5 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$577K
Employer EIN232391384
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Schwartz Lasson Harris, Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Schwartz Lasson Harris, Ltd Profit Sharing Plan, Total assets ($B): 0.004914133 · Participants: 4Schwartz Lasson Harris, Ltd Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Schwartz Lasson Harris, Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Schwartz Lasson Harris, Ltd Profit Sharing Plan side-by-side with 3 peers →

Schwartz Lasson Harris, Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Roberto F. Garcia Morales Retirement Plan in PR ($5M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Schwartz Lasson Harris, Ltd Profit Sharing Plan assets move in 2023? ▼
Schwartz Lasson Harris, Ltd Profit Sharing Plan pulled back noticeably - down 10.5% during 2023, from $5M to $5M. Reported net income was -$577K.
How have Schwartz Lasson Harris Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Lasson Harris Ltd.'s sponsor-wide assets grew 3.1%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Schwartz Lasson Harris, Ltd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Roberto F. Garcia Morales Retirement Plan in PR ($5M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Schwartz Lasson Harris, Ltd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 232391384.

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.