Defined Benefit (Pension) · DOL Form 5500 · 2023

Lorraine E. Schwartz Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
44th
Percentile by assets National rank
$977,600
Avg per participant High balance/head
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Official DOL plan name: Lorraine E. Schwartz Inc. Defined Benefit Plan · Sponsored by Lorraine E. Schwartz Inc. · New York · Wholesale Trade

$5M in assets, 5 participants

Lorraine E. Schwartz Inc.'s Lorraine E. Schwartz Inc. Defined Benefit Plan reported $5M in total assets and 5 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.

  • #2,088 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Lorraine E. Schwartz Inc. Defined Benefit Plan holds $5M for 5 participants - about $977,600 per participant, in the lower half of filed plans by assets.

#2,088
in Wholesale Trade (6,309 peers)
+4.6%
assets growth YoY

Lorraine E. Schwartz Inc. Defined Benefit Plan's mid-pack asset rank among Wholesale Trade and all filers

Lorraine E. Schwartz Inc. Defined Benefit Plan vs every filed plan by assets

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

$4,887,999 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

Lorraine E. Schwartz Inc. Defined Benefit 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. Lorraine E. Schwartz Inc. Defined Benefit Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lorraine E. Schwartz Inc. Defined Benefit Plan reported net income rose from $203K in the plan year 2022 filing to $215K in the plan year 2023 filing.
  • Lorraine E. Schwartz Inc. Defined Benefit Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134173204 · Lorraine E. Schwartz Inc. PY 2023 · Defined Benefit (Pension)

Lorraine E. Schwartz Inc. Defined Benefit Plan · $5M · 5 · 44th

  • ASSETS $5M
  • PCT 5
  • EIN 44th
  • RANK Defined Benefit (Pension)
  • PHOTO near Audemars Piguet (North America) Inc. Cash Balance Plan
  • IND ind #2088

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 Wholesale Trade retirement plans → · Plans in New York →

Lorraine E. Schwartz Inc. Defined Benefit Plan in the asset neighbourhood

Retirement Plan of Nevamar Company, LLCRetirement Plan of Nevamar C…$5MLorraine E. Schwartz Inc. Defined Benefit PlanLorraine E. Schwartz Inc. De…$5MAudemars Piguet (North America) Inc. Cash Balance PlanAudemars Piguet (North Ameri…$5MHitchcock Industries, Inc. Employee Pension PlanHitchcock Industries, Inc. E…$5MGerresheimer Glass Salaried Retirement PlanGerresheimer Glass Salaried …$5M
End-of-year total assets ($M) among Lorraine E. Schwartz Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$215K
Employer EIN134173204
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lorraine E. Schwartz Inc.)

Sponsor-wide plan assets over time

All Lorraine E. Schwartz Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.593327065838866% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M 202220232024 $4.67M $5.03M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 5 $5M
2024 1 6 $5M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lorraine E. Schwartz Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Lorraine E. Schwartz Inc. Defined Benefit Plan, Total assets ($B): 0.004887999 · Participants: 5Lorraine E. Schwartz Inc. Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Lorraine E. Schwartz Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lorraine E. Schwartz Inc. Defined Benefit Plan side-by-side with 3 peers →

Lorraine E. Schwartz Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Audemars Piguet (North America) Inc. Cash Balance Plan in FL ($5M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Lorraine E. Schwartz Inc. Defined Benefit Plan assets move in 2023? ▼
Lorraine E. Schwartz Inc. Defined Benefit Plan edged up modestly - up 4.6% during 2023, from $5M to $5M. Reported net income was $215K.
How have Lorraine E. Schwartz Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lorraine E. Schwartz Inc.'s sponsor-wide assets grew 7.6%, from $5M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Lorraine E. Schwartz Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Audemars Piguet (North America) Inc. Cash Balance Plan in FL ($5M, 132 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lorraine E. Schwartz Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 134173204.

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.