401(k) · DOL Form 5500 · 2023

Schwartz Law, PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
34th
Percentile by assets National rank
$525,205
Avg per participant High balance/head
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Official DOL plan name: Schwartz Law, PLLC 401(k) Profit Sharing Plan · Sponsored by Schwartz Law, PLLC · North Carolina · Professional & Technical Services

$3M in assets, 5 participants

Schwartz Law, PLLC's Schwartz Law, PLLC 401(k) Profit Sharing Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,188 in Professional & Technical Services (20,321 peers)

Schwartz Law, PLLC multi-year trail

Schwartz Law, PLLC's plans moved +31.5% in assets from 2022 to 2024; this filing shows Schwartz Law, PLLC 401(k) Profit Sharing Plan at $3M / 5 participants.

#6,188
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY

Schwartz Law, PLLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schwartz Law, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,626,024 34th percentile higher than 34% 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 Law, PLLC 401(k) 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 Law, PLLC 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schwartz Law, PLLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $400K in the plan year 2023 filing.
  • Schwartz Law, PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 874227993 · Schwartz Law, PLLC PY 2023 · 401(k)

Schwartz Law, PLLC 401(k) Profit Sharing Plan · $3M · 5 · 34th

  • PHOTO $3M
  • IND 5
  • EOY 34th
  • 5500 401(k)
  • ASSETS near The Warren Center Retirement Savings Plan
  • PCT ind #6188

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 North Carolina →

Schwartz Law, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Schwartz Law, PLLC 401(k) Profit Sharing PlanSchwartz Law, PLLC 401(k) Pr…$3MThe Warren Center Retirement Savings PlanThe Warren Center Retirement…$3MMarriagemax, Inc. 401(k) Profit Sharing Plan & TrustMarriagemax, Inc. 401(k) Pro…$3MMaximo Choices, Inc. 401(k) PlanMaximo Choices, Inc. 401(k) …$3MRjp Packaging LLC Retirement PlanRjp Packaging LLC Retirement…$3M
End-of-year total assets ($M) among Schwartz Law, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schwartz Law, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Schwartz Law, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.53099037284773% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.23M $2.93M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $3M
2024 1 8 $3M

Schwartz Law, PLLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$400K
Employer EIN874227993
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Schwartz Law, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Schwartz Law, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002626024 · Participants: 5Schwartz Law, PLLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Schwartz Law, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Schwartz Law, PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schwartz Law, PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Warren Center Retirement Savings Plan in TX ($3M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (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 Schwartz Law, PLLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Schwartz Law, PLLC 401(k) Profit Sharing Plan grew sharply - up 18.0% during 2023, from $2M to $3M. Reported net income was $400K.
How have Schwartz Law, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Law, PLLC's sponsor-wide assets grew 31.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Schwartz Law, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Warren Center Retirement Savings Plan in TX ($3M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz Law, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 874227993.

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.