401(k) · DOL Form 5500 · 2024

Schwartz Law, PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$365,950
Avg per participant High balance/head
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Official DOL plan name: Schwartz Law, PLLC 401(k) Profit Sharing Plan · Sponsored by Schwartz Law, PLLC · North Carolina · Professional & Technical Services

$3M in assets, 8 participants

Schwartz Law, PLLC's Schwartz Law, PLLC 401(k) Profit Sharing Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,095 in Professional & Technical Services (20,173 peers)

Schwartz Law, PLLC multi-year trail

Schwartz Law, PLLC's plans moved +31.5% in assets from 2022 to 2024; this filing shows Schwartz Law, PLLC 401(k) Profit Sharing Plan at $3M / 8 participants.

#6,095
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY

Schwartz Law, PLLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schwartz Law, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,927,601 34th percentile higher than 34% 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

Schwartz Law, PLLC 401(k) 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 Law, PLLC 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schwartz Law, PLLC 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Schwartz Law, PLLC 401(k) Profit Sharing Plan reported net income fell from $400K in the plan year 2023 filing to $302K in the plan year 2024 filing.
  • Schwartz Law, PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 874227993 · Schwartz Law, PLLC PY 2024 · 401(k)

Schwartz Law, PLLC 401(k) Profit Sharing Plan · $3M · 8 · 34th

  • SCH $3M
  • EBSA 8
  • PART 34th
  • TYPE 401(k)
  • NET near Marilyn Ihloff, Inc. Retirement Plan
  • BOOK ind #6095

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 North Carolina →

Schwartz Law, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Schwartz Law, PLLC 401(k) Profit Sharing PlanSchwartz Law, PLLC 401(k) Pr…$3MMarilyn Ihloff, Inc. Retirement PlanMarilyn Ihloff, Inc. Retirem…$3MDynasty Advisors LLC 401(k) Profit Sharing Plan & TrustDynasty Advisors LLC 401(k) …$3MHodge Bank & Trust Company Profit-Sharing PlanHodge Bank & Trust Company P…$3MHall Sheetmetal Works, Inc. Profit Sharing Plan and TrustHall Sheetmetal Works, Inc. …$3M
End-of-year total assets ($M) among Schwartz Law, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Schwartz Law, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Schwartz Law, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.53099037284773% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.23M $2.93M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $3M
2024 1 8 $3M

Schwartz Law, PLLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$302K
Employer EIN874227993
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Schwartz Law, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Schwartz Law, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002927601 · Participants: 8Schwartz Law, PLLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Schwartz Law, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Schwartz Law, PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schwartz Law, PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Marilyn Ihloff, Inc. Retirement Plan in OK ($3M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Schwartz Law, PLLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Schwartz Law, PLLC 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2024, from $3M to $3M. Reported net income was $302K.
How have Schwartz Law, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Law, PLLC's sponsor-wide assets grew 31.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Schwartz Law, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marilyn Ihloff, Inc. Retirement Plan in OK ($3M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz Law, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 874227993.

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.