401(k) · DOL Form 5500 · 2023
Swartz, Izenson & Associates,P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $334,777
- Avg per participant High balance/head
Official DOL plan name: Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan · Sponsored by Swartz, Izenson & Associates,P.C. · Pennsylvania · Professional & Technical Services
$2M in assets, 5 participants
Swartz, Izenson & Associates,P.C.'s Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,890 in Professional & Technical Services (20,321 peers)
Swartz, Izenson & Associates,P.C. multi-year trail
Swartz, Izenson & Associates,P.C.'s plans moved +39.2% in assets from 2022 to 2024; this filing shows Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan at $2M / 5 participants.
- #4,890
- in Professional & Technical Services (20,321 peers)
- +26.9%
- assets growth YoY
Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan among the smaller filed plans by assets
Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,673,885 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Swartz, Izenson & Associates Salary Reduction 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. Swartz, Izenson & Associates Salary Reduction 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
- Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan reported net income rose from $129K in the plan year 2022 filing to $355K in the plan year 2023 filing.
- Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251326829 · Swartz, Izenson & Associates,P.C. PY 2023 · 401(k)
Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan · $2M · 5 · 29th
- BOOK $2M
- VS-ST 5
- BOY 29th
- SCH 401(k)
- EBSA near Maranatha Human Services, Inc. 401(k) Plan
- PART ind #4890
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 Pennsylvania →
Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan in the asset neighbourhood
Swartz, Izenson & Associates,P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Swartz, Izenson & Associates,P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 39.21340390681873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
Swartz, Izenson & Associates,P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $355K |
| Employer EIN | 251326829 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Swartz, Izenson & Associates Salary Reduction Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Maranatha Human Services, Inc. 401(k) Plan in NY ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.