401(k) · DOL Form 5500 · 2024

Michael J Schwartz Cpa PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$599,884
Avg per participant High balance/head
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Official DOL plan name: Michael J. Schwartz Cpa PC Profit Sharing Plan · Sponsored by Michael J Schwartz Cpa PC · Michigan · Professional & Technical Services

$1M in assets, 2 participants

Michael J Schwartz Cpa PC's Michael J. Schwartz Cpa PC Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,988 in Professional & Technical Services (20,173 peers)

Michael J Schwartz Cpa PC multi-year trail

Michael J Schwartz Cpa PC's plans moved +40.8% in assets from 2022 to 2024; this filing shows Michael J. Schwartz Cpa PC Profit Sharing Plan at $1M / 2 participants.

#3,988
in Professional & Technical Services (20,173 peers)
+18.9%
assets growth YoY

Michael J. Schwartz Cpa PC Profit Sharing Plan among the smaller filed plans by assets

Michael J. Schwartz Cpa PC Profit Sharing Plan vs every filed plan by assets

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

$1,199,767 25th percentile higher than 25% of 123,620 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 2024

Michael J. Schwartz Cpa PC Profit Sharing 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. Michael J. Schwartz Cpa PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Michael J. Schwartz Cpa PC Profit Sharing Plan reported net income rose from $157K in the plan year 2023 filing to $190K in the plan year 2024 filing.
  • Michael J. Schwartz Cpa PC Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461539797 · Michael J Schwartz Cpa PC PY 2024 · 401(k)

Michael J. Schwartz Cpa PC Profit Sharing Plan · $1M · 2 · 25th

  • NET $1M
  • BOOK 2
  • VS-ST 25th
  • BOY 401(k)
  • SCH near Kutsikovich Companies 401(k) Profit Sharing Plan
  • EBSA ind #3988

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 Michigan →

Michael J. Schwartz Cpa PC Profit Sharing Plan in the asset neighbourhood

Michael J. Schwartz Cpa PC Profit Sharing PlanMichael J. Schwartz Cpa PC P…$1MKutsikovich Companies 401(k) Profit Sharing PlanKutsikovich Companies 401(k)…$1MGeneral Earth, Inc. Dba Nothing Bundt Cakes 401(k) PlanGeneral Earth, Inc. Dba Noth…$1MSanks Machining, Inc.$1MTrew Audio, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Michael J. Schwartz Cpa PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michael J Schwartz Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Michael J Schwartz Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.80384093587017% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.85M $1.2M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 3 $852K
2023 1 2 $1M
2024 1 2 $1M

Michael J Schwartz Cpa PC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$190K
Employer EIN461539797
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Michael J. Schwartz Cpa PC Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Michael J. Schwartz Cpa PC Profit Sharing Plan, Total assets ($B): 0.001199767 · Participants: 2Michael J. Schwartz Cpa PC Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Michael J. Schwartz Cpa PC Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Michael J. Schwartz Cpa PC Profit Sharing Plan side-by-side with 3 peers →

Michael J. Schwartz Cpa PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Kutsikovich Companies 401(k) Profit Sharing Plan in OH ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

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 Michael J. Schwartz Cpa PC Profit Sharing Plan assets move in 2024? ▼
Michael J. Schwartz Cpa PC Profit Sharing Plan grew sharply - up 18.9% during 2024, from $1M to $1M. Reported net income was $190K.
How have Michael J Schwartz Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael J Schwartz Cpa PC's sponsor-wide assets grew 40.8%, from $852K to $1M.
Where does Michael J. Schwartz Cpa PC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Michael J. Schwartz Cpa PC Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Michael J. Schwartz Cpa PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kutsikovich Companies 401(k) Profit Sharing Plan in OH ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Michael J. Schwartz Cpa PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 461539797.

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.