Profit Sharing · DOL Form 5500 · 2024
Dione Schwartz Inc. Profit Sharing Plan
Data updated 2026-08-25
- $892K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $89,214
- Avg per participant Below avg balance/head
Official DOL plan name: Dione Schwartz Inc. Retirement Plan · Sponsored by Dione Schwartz Inc. · Arizona · Other Services
$892K in assets, 10 participants
Dione Schwartz Inc.'s Dione Schwartz Inc. Retirement Plan reported $892K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,514 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Dione Schwartz Inc. Retirement Plan ranks #3,514 of 7,719 2024 filers by assets (2250% of the sector average)-$892K for 10 participants.
- #3,514
- in Other Services (7,719 peers)
- +1.2%
- assets growth YoY
Dione Schwartz Inc. Retirement Plan among the smaller filed plans by assets
Dione Schwartz Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$892,135 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dione Schwartz Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dione Schwartz Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dione Schwartz Inc. Retirement Plan reported net income rose from -$292K in the plan year 2023 filing to $11K in the plan year 2024 filing.
- Dione Schwartz Inc. Retirement Plan end-of-year assets rose from $881K in the plan year 2023 filing to $892K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 475650200 · Dione Schwartz Inc. PY 2024 · Profit Sharing
Dione Schwartz Inc. Retirement Plan · $892K · 10 · 22nd
- BOY $892K
- BOY 10
- BOY 22nd
- BOY Profit Sharing
- BOY near A.M.E.D.I.C.I. Holdings Inc. Retirement Plan
- BOY ind #3514
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 Other Services retirement plans → · Plans in Arizona →
Dione Schwartz Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $881K |
|---|---|
| Net Assets (End of Year) | $892K |
| Net Income | $11K |
| Employer EIN | 475650200 |
| Plan Effective Date | 2015-11-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dione Schwartz Inc.)
Sponsor-wide plan assets over time
All Dione Schwartz Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $892K 23.96198674650018% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 10 | $881K |
| 2024 | 1 | 10 | $892K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
Dione Schwartz Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is A.M.E.D.I.C.I. Holdings Inc. Retirement Plan in NY ($892K); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($892K here).
- A.M.E.D.I.C.I. Holdings Inc. Retirement Plan (NY) $892K · 2
- Family Practice Associates Profit Sharing Plan (TX) $892K · N/A
- Nortol Environmental Retirement Plan (PR) $892K · 11
- Fb Cross & Son, Inc. Pension Plan (PA) $892K · 5
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Ts Cafe Incorporated Retirement Plan (PA) 10 · 0 off
- Dt Wright Holdings Inc. Retirement Plan (OH) 10 · 0 off
- Nstar Sport, Inc. Retirement Plan (WA) 10 · 0 off
- Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan (NJ) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.