401(k) · DOL Form 5500 · 2024
Schwarz Partners LP 401(k) Plan
Data updated 2026-08-11
- $282M
- Total assets
- 4,922
- Participants
- 96th
- Percentile by assets
- $57,293
- Avg per participant
Official DOL plan name: Schwarz Partners LP 401(k) Profit Sharing Plan · Sponsored by Schwarz Partners LP · Indiana · Management of Enterprises
$282M in assets, 4,922 participants
Schwarz Partners LP's Schwarz Partners LP 401(k) Profit Sharing Plan reported $282M in total assets and 4,922 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #982 in Management of Enterprises (1,133 peers)
Coverage in Indiana
Schwarz Partners LP 401(k) Profit Sharing Plan covers 4,922 participants in Indiana, 9.1x the typical Indiana plan (state average ~541 per filing). Assets: $282M.
- $282M
- total plan assets (2024 EOY)
- 4,922
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $57,293
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schwarz Partners LP 401(k) Profit Sharing Plan end-of-year assets rose from $234M in the plan year 2023 filing to $282M in the plan year 2024 filing.
- Schwarz Partners LP 401(k) Profit Sharing Plan reported net income fell from $53M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Schwarz Partners LP 401(k) Profit Sharing Plan reported participants rose from 4,279 in the plan year 2023 filing to 4,922 in the plan year 2024 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Schwarz Partners LP 401(k) Profit Sharing Plan reports 4,922 participants - 9.1x that state average ($282M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $234M |
|---|---|
| Net Assets (End of Year) | $282M |
| Net Income | $44M |
| Employer EIN | 351970447 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schwarz Partners LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,718 | $181M |
| 2023 | 1 | 4,279 | $234M |
| 2024 | 1 | 4,922 | $282M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Schwarz Partners LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Schwarz Partners LP 401(k) Profit Sharing Plan by total assets, not by location.
- Govcio LLC 401(k) Profit Sharing Plan (DC) $282M · 2,971
- Tkc Holdings, Inc. Retirement Plan (MO) $282M · 5,070
- Mto 401(k) Profit Sharing Plan (CA) $282M · 436
- Lundbeck LLC 401(k) Plan (IL) $282M · 948
Frequently Asked Questions
How did Schwarz Partners LP 401(k) Profit Sharing Plan assets move in 2024? ▼
How have Schwarz Partners LP plan assets changed over time? ▼
Where does Schwarz Partners LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Schwarz Partners LP 401(k) Profit Sharing Plan? ▼
Next read for Schwarz Partners LP 401(k) Profit Sharin…
Filing takeaways
Ways to act on Schwarz Partners LP 401(k) Profit Sharing Plan's numbers.
- By total assets, Schwarz Partners LP 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Schwarz Partners LP's sponsor-wide assets have grown 55.9% since 2022 across 3 plan years on file. More Management of Enterprises plans