401(k) · DOL Form 5500 · 2024

Seth Schonwald 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 31st
Percentile by assets National rank: $2.3M
Avg per participant High balance/head

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Official DOL plan name: Seth Schonwald 401(k) Plan · Sponsored by Seth Schonwald · Massachusetts · Healthcare & Social Assistance

$2M in assets, 1 participants

Seth Schonwald's Seth Schonwald 401(k) Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

#4,963 in Healthcare & Social Assistance (16,916 peers)

Seth Schonwald multi-year trail

Seth Schonwald's plans moved +45.3% in assets from 2022 to 2024; this filing shows Seth Schonwald 401(k) Plan at $2M / 1 participant.

#4,963
in Healthcare & Social Assistance (16,916 peers): +18.8%
assets growth YoY

Seth Schonwald 401(k) Plan among the smaller filed plans by assets

Seth Schonwald 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,258,092 31st percentile higher than 31% 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

Seth Schonwald 401(k) 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. Seth Schonwald 401(k) Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Seth Schonwald 401(k) Plan reported net income rose from $118K in the plan year 2023 filing to $227K in the plan year 2024 filing.
Seth Schonwald 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 901009475 · Seth Schonwald PY 2024 · 401(k)

Seth Schonwald 401(k) Plan · $2M · 1 · 31st

TYPE $2M
NET 1
BOOK 31st
VS-ST 401(k)
BOY near Werner Auto Team 401(k) Plan
SCH ind #4963

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Seth Schonwald 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Seth Schonwald multi-year asset trail

Latest sponsor-wide plan assets: $2M 45.296210741701145% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$2M
2023	1	1	$2M
2024	1	1	$2M

Seth Schonwald filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$227K
Employer EIN	901009475
Plan Effective Date	2009-11-12
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Seth Schonwald 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Seth Schonwald 401(k) Plan side-by-side with 3 peers →

Seth Schonwald 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Werner Auto Team 401(k) Plan in GA ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Werner Auto Team 401(k) Plan (GA) $2M · 215
Schechter, Shaffer & Harris LLP 401(k) Plan (TX) $2M · 20
Bokser Dental 401(k) Profit Sharing Plan (NY) $2M · 6
Madison Academy 401(k) Plan (AL) $2M · 175

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) 1 · 0 off
The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Seth Schonwald 401(k) Plan assets move in 2024? ▼

Seth Schonwald 401(k) Plan grew sharply - up 18.8% during 2024, from $2M to $2M. Reported net income was $227K.

How have Seth Schonwald plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Seth Schonwald's sponsor-wide assets grew 45.3%, from $2M to $2M.

Which 401(k) plans are similar in size to Seth Schonwald 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Werner Auto Team 401(k) Plan in GA ($2M, 215 participants).

Which 401(k) plans cover a similar participant headcount to Seth Schonwald 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 901009475.