401(k) · DOL Form 5500 · 2023
Schwartz Brothers Restaurants 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 358
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $33,552
- Avg per participant Low balance/head
Official DOL plan name: Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust · Sponsored by Schwartz Brothers Restaurants · Washington · Food Services & Accommodation
$12M in assets, 358 participants
Schwartz Brothers Restaurants's Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust reported $12M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,362 in Food Services & Accommodation (3,828 peers)
Coverage in Washington
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust covers 358 participants in Washington, about 24% of the average Washington filer (state average ~1,476 per filing). Assets: $12M.
- #3,362
- in Food Services & Accommodation (3,828 peers)
- +23.9%
- assets growth YoY
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust's mid-pack asset rank among Food Services & Accommodation and all filers
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,011,701 Top 37% higher than 63% 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
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust reported participants rose from 288 in the plan year 2022 filing to 358 in the plan year 2023 filing.
- Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 201335083 · Schwartz Brothers Restaurants PY 2023 · 401(k)
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust · $12M · 358 · 63rd
- VS-ST $12M
- VS-ST 358
- VS-ST 63rd
- VS-ST 401(k)
- VS-ST near Storage Solutions, Inc. 401(k) Plan
- VS-ST ind #3362
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 Food Services & Accommodation retirement plans → · Plans in Washington →
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 201335083 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schwartz Brothers Restaurants)
Sponsor-wide plan assets over time
All Schwartz Brothers Restaurants plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 34.72180574332935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $10M |
| 2023 | 1 | 358 | $12M |
| 2024 | 1 | 396 | $13M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Storage Solutions, Inc. 401(k) Plan in IN ($12M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Storage Solutions, Inc. 401(k) Plan (IN) $12M · 166
- Apex Mills Corporation Profit Sharing Plan (NY) $12M · 233
- Dr. Praeger's Sensible Foods 401(k) Plan (NJ) $12M · 222
- Ferragon Corp. Thrift Incentive Plan (OH) $12M · 202
Similar participant headcount
Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.
- Clark Hill Non-Member Attorneys 401(k) Savings Plan (MI) 358 · 0 off
- Eglin Federal Credit Union 401(k) Retirement Plan (FL) 358 · 0 off
- Ubg 401(k) - Cpi (NE) 358 · 0 off
- Homeowners Financial Group 401(k) Plan (AZ) 358 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.