401(k) · DOL Form 5500 · 2023

Schwartz & Associates, P. a. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
92
Participants Small participant base
54th
Percentile by assets National rank
$86,143
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schwartz & Associates, P.a. 401(k) Salary Savings Plan · Sponsored by Schwartz & Associates, P. a. · Mississippi · Professional & Technical Services

$8M in assets, 92 participants

Schwartz & Associates, P. a.'s Schwartz & Associates, P.a. 401(k) Salary Savings Plan reported $8M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,579 in Professional & Technical Services (20,321 peers)

Schwartz & Associates, P. a. multi-year trail

Schwartz & Associates, P. a.'s plans moved +14.6% in assets from 2022 to 2024; this filing shows Schwartz & Associates, P.a. 401(k) Salary Savings Plan at $8M / 92 participants.

#10,579
in Professional & Technical Services (20,321 peers)
+0.8%
assets growth YoY

Schwartz & Associates, P.a. 401(k) Salary Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schwartz & Associates, P.a. 401(k) Salary Savings Plan vs every filed plan by assets

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

$7,925,136 Top 46% higher than 54% 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 & Associates, P.a. 401(k) Salary Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz & Associates, P.a. 401(k) Salary Savings Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schwartz & Associates, P.a. 401(k) Salary Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • Schwartz & Associates, P.a. 401(k) Salary Savings Plan reported participants fell from 98 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640854447 · Schwartz & Associates, P. a. PY 2023 · 401(k)

Schwartz & Associates, P.a. 401(k) Salary Savings Plan · $8M · 92 · 54th

  • EIN $8M
  • RANK 92
  • PHOTO 54th
  • IND 401(k)
  • EOY near Grand Street Settlement, Inc. 401(k) Plan
  • 5500 ind #10579

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 Mississippi →

Schwartz & Associates, P.a. 401(k) Salary Savings Plan in the asset neighbourhood

Schwartz & Associates, P.a. 401(k) Salary Savings PlanSchwartz & Associates, P.a. …$8MGrand Street Settlement, Inc. 401(k) PlanGrand Street Settlement, Inc…$8MHcp Financial and Management Services 401(k) PlanHcp Financial and Management…$8MRidge Care 401(k) Plan$8MPrescryptive Health 401(k) PlanPrescryptive Health 401(k) P…$8M
End-of-year total assets ($M) among Schwartz & Associates, P.a. 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schwartz & Associates, P. a. multi-year asset trail

Sponsor-wide plan assets over time

All Schwartz & Associates, P. a. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 14.615745430608715% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.86M $9.01M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 98 $8M
2023 1 92 $8M
2024 1 96 $9M

Schwartz & Associates, P. a. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$60K
Employer EIN640854447
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Schwartz & Associates, P.a. 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Schwartz & Associates, P.a. 401(k) Salary Savings Plan, Total assets ($M): 7.925136 · Participants: 92Schwartz & Associates, P.a. 401(k) Salary Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Schwartz & Associates, P.a. 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Schwartz & Associates, P.a. 401(k) Salary Savings Plan side-by-side with 3 peers →

Schwartz & Associates, P.a. 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Grand Street Settlement, Inc. 401(k) Plan in NY ($8M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 & Associates, P.a. 401(k) Salary Savings Plan assets move in 2023? ▼
Schwartz & Associates, P.a. 401(k) Salary Savings Plan held essentially flat - up 0.8% during 2023, from $8M to $8M. Reported net income was $60K.
How have Schwartz & Associates, P. a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz & Associates, P. a.'s sponsor-wide assets grew 14.6%, from $8M to $9M.
Which 401(k) plans are similar in size to Schwartz & Associates, P.a. 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Street Settlement, Inc. 401(k) Plan in NY ($8M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz & Associates, P.a. 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 640854447.

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.