Profit Sharing · DOL Form 5500 · 2024
Schwartz Lasson Harris Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Schwartz Lasson Harris, Ltd Profit Sharing Plan · Sponsored by Schwartz Lasson Harris Ltd. · Pennsylvania · Professional & Technical Services
$6M in assets, 5 participants
Schwartz Lasson Harris Ltd.'s Schwartz Lasson Harris, Ltd Profit Sharing Plan reported $6M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,475 in Professional & Technical Services (20,173 peers)
2024 asset change
Schwartz Lasson Harris, Ltd Profit Sharing Plan grew sharply 15.2% in 2024 ($5M → $6M) for 5 participants.
- #8,475
- in Professional & Technical Services (20,173 peers)
- +15.2%
- assets growth YoY
Schwartz Lasson Harris, Ltd Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Schwartz Lasson Harris, Ltd Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,660,080 44th percentile higher than 44% 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
Schwartz Lasson Harris, Ltd 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. Schwartz Lasson Harris, Ltd Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schwartz Lasson Harris, Ltd Profit Sharing Plan reported net income rose from -$577K in the plan year 2023 filing to $746K in the plan year 2024 filing.
- Schwartz Lasson Harris, Ltd Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Schwartz Lasson Harris, Ltd Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232391384 · Schwartz Lasson Harris Ltd. PY 2024 · Profit Sharing
Schwartz Lasson Harris, Ltd Profit Sharing Plan · $6M · 5 · 44th
- VS-ST $6M
- BOY 5
- SCH 44th
- EBSA Profit Sharing
- PART near Seba Holdings, Inc. Profit Sharing Plan
- TYPE ind #8475
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 →
Schwartz Lasson Harris, Ltd Profit Sharing Plan in the asset neighbourhood
Schwartz Lasson Harris Ltd. years around the 2024 move
Sponsor-wide plan assets over time
All Schwartz Lasson Harris Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 3.0772870222977056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $5M |
| 2023 | 1 | 4 | $5M |
| 2024 | 1 | 5 | $6M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $746K |
| Employer EIN | 232391384 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Schwartz Lasson Harris, Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Seba Holdings, Inc. Profit Sharing Plan in TX ($6M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.