401(k) · DOL Form 5500 · 2024

Schwarz Partners LP 401(k) Plan

Data updated 2026-08-25

$282M
Total assets Near avg plan size
4,922
Participants Above avg headcount
96th
Percentile by assets National rank
$57,293
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#982
in Management of Enterprises (1,133 peers)
+20.4%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Schwarz Partners LP 401(k) Profit Sharing Plan's outsized position by total assets

Schwarz Partners LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$281,995,932 Top 4% higher than 96% 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

Schwarz Partners LP 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwarz Partners LP 401(k) Profit Sharing Plan lands in the large band (4,922 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351970447 · Schwarz Partners LP PY 2024 · 401(k)

Schwarz Partners LP 401(k) Profit Sharing Plan · $282M · 4,922 · 96th

  • SCH $282M
  • EBSA 4,922
  • PART 96th
  • TYPE 401(k)
  • NET near Govcio LLC 401(k) Profit Sharing Plan
  • BOOK ind #982

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 Management of Enterprises retirement plans → · Plans in Indiana →

Schwarz Partners LP 401(k) Profit Sharing Plan in the asset neighbourhood

Mto 401(k) Profit Sharing PlanMto 401(k) Profit Sharing Pl…$282MGovcio LLC 401(k) Profit Sharing PlanGovcio LLC 401(k) Profit Sha…$282MSchwarz Partners LP 401(k) Profit Sharing PlanSchwarz Partners LP 401(k) P…$282MTkc Holdings, Inc. Retirement PlanTkc Holdings, Inc. Retiremen…$282MLundbeck LLC 401(k) Plan$282M
End-of-year total assets ($M) among Schwarz Partners LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$282M
Net Income$44M
Employer EIN351970447
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwarz Partners LP)

Sponsor-wide plan assets over time

All Schwarz Partners LP plans reported in each filing year

Latest sponsor-wide plan assets
$282M 55.88283093672738% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $181M $282M ▲ +55.9%
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 Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Schwarz Partners LP 401(k) Profit Sharing Plan, Total assets ($B): 0.281995932 · Participants: 4922Schwarz Partners LP 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Schwarz Partners LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Schwarz Partners LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schwarz Partners LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Govcio LLC 401(k) Profit Sharing Plan in DC ($282M); by covered participants it is Guardian Retirement Investment Plan in NY (4,923 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($282M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,922 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 Schwarz Partners LP 401(k) Profit Sharing Plan assets move in 2024? ▼
Schwarz Partners LP 401(k) Profit Sharing Plan grew sharply - up 20.4% during 2024, from $234M to $282M. Reported net income was $44M.
How have Schwarz Partners LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwarz Partners LP's sponsor-wide assets grew 55.9%, from $181M to $282M.
Where does Schwarz Partners LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schwarz Partners LP 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Schwarz Partners LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Govcio LLC 401(k) Profit Sharing Plan in DC ($282M, 2,971 participants).
Which 401(k) plans cover a similar participant headcount to Schwarz Partners LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Guardian Retirement Investment Plan in NY (4,923 participants, $1.1B 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 351970447.

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.