401(k) · DOL Form 5500 · 2024
Schwartz Pediatrics S.C. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $324,588
- Avg per participant High balance/head
Official DOL plan name: Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Schwartz Pediatrics S.C. · Illinois · Healthcare & Social Assistance
$5M in assets, 16 participants
Schwartz Pediatrics S.C.'s Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust reported $5M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,765 in Healthcare & Social Assistance (16,916 peers)
Schwartz Pediatrics S.C. multi-year trail
Schwartz Pediatrics S.C.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust at $5M / 16 participants.
- #7,765
- in Healthcare & Social Assistance (16,916 peers)
- +19.1%
- assets growth YoY
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,193,415 43rd percentile higher than 43% 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
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust reported participants fell from 25 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 363305029 · Schwartz Pediatrics S.C. PY 2024 · 401(k)
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust · $5M · 16 · 43rd
- RANK $5M
- RANK 16
- RANK 43rd
- RANK 401(k)
- RANK near Freealliance.Com LLC 401(k) Profit Sharing Plan & Trust
- RANK ind #7765
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood
Schwartz Pediatrics S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Schwartz Pediatrics S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 46.65895354363595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $4M |
| 2023 | 1 | 25 | $4M |
| 2024 | 1 | 16 | $5M |
Schwartz Pediatrics S.C. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $834K |
| Employer EIN | 363305029 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Freealliance.Com LLC 401(k) Profit Sharing Plan & Trust in VA ($5M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.