401(k) · DOL Form 5500 · 2023

Zschimmer and Schwarz, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
157
Participants Small participant base
62nd
Percentile by assets National rank
$75,485
Avg per participant Below avg balance/head
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Official DOL plan name: Zschimmer and Schwarz, Inc. 401(k) Plan · Sponsored by Zschimmer and Schwarz, Inc. · Georgia · Manufacturing

$12M in assets, 157 participants

Zschimmer and Schwarz, Inc.'s Zschimmer and Schwarz, Inc. 401(k) Plan reported $12M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,241 in Manufacturing (18,722 peers)

Coverage in Georgia

Zschimmer and Schwarz, Inc. 401(k) Plan covers 157 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#9,241
in Manufacturing (18,722 peers)
+12.6%
assets growth YoY

Zschimmer and Schwarz, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Zschimmer and Schwarz, Inc. 401(k) Plan vs every filed plan by assets

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

$11,851,085 Top 38% higher than 62% 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

Zschimmer and Schwarz, Inc. 401(k) Plan 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. Zschimmer and Schwarz, Inc. 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zschimmer and Schwarz, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Zschimmer and Schwarz, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Zschimmer and Schwarz, Inc. 401(k) Plan reported participants fell from 162 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 582424308 · Zschimmer and Schwarz, Inc. PY 2023 · 401(k)

Zschimmer and Schwarz, Inc. 401(k) Plan · $12M · 157 · 62nd

  • IND $12M
  • EOY 157
  • 5500 62nd
  • ASSETS 401(k)
  • PCT near Ballard Pediatric Clinic, Inc. P.S. 401(k) Profit Sharing Plan
  • EIN ind #9241

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 Georgia →

Zschimmer and Schwarz, Inc. 401(k) Plan in the asset neighbourhood

Zschimmer and Schwarz, Inc. 401(k) PlanZschimmer and Schwarz, Inc. …$12MBallard Pediatric Clinic, Inc. P.S. 401(k) Profit Sharing PlanBallard Pediatric Clinic, In…$12MRms Easyplan$12MBoyd Aluminum Manufacturing & Southern Supply Co. 401(k) PlanBoyd Aluminum Manufacturing …$12MMedisolv Retirement Savings PlanMedisolv Retirement Savings …$12M
End-of-year total assets ($M) among Zschimmer and Schwarz, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN582424308
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zschimmer and Schwarz, Inc.)

Sponsor-wide plan assets over time

All Zschimmer and Schwarz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 29.60743479489102% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13.6M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 162 $11M
2023 1 157 $12M
2024 1 204 $14M

Nearby 401(k) Plans in Georgia

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

Zschimmer and Schwarz, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Zschimmer and Schwarz, Inc. 401(k) Plan, Total assets ($B): 0.011851085 · Participants: 157Zschimmer and Schwarz, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Zschimmer and Schwarz, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Zschimmer and Schwarz, Inc. 401(k) Plan side-by-side with 3 peers →

Zschimmer and Schwarz, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Ballard Pediatric Clinic, Inc. P.S. 401(k) Profit Sharing Plan in WA ($12M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Zschimmer and Schwarz, Inc. 401(k) Plan assets move in 2023? ▼
Zschimmer and Schwarz, Inc. 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $11M to $12M. Reported net income was $1M.
How have Zschimmer and Schwarz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zschimmer and Schwarz, Inc.'s sponsor-wide assets grew 29.6%, from $11M to $14M.
Which 401(k) plans are similar in size to Zschimmer and Schwarz, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ballard Pediatric Clinic, Inc. P.S. 401(k) Profit Sharing Plan in WA ($12M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Zschimmer and Schwarz, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 582424308.

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.