401(k) · DOL Form 5500 · 2024

Law Offices of Schwartz & Cera Ny, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan · Sponsored by Law Offices of Schwartz & Cera Ny, PLLC · New York · Information & Media

$2M in assets, 2 participants

Law Offices of Schwartz & Cera Ny, PLLC's Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #447 in Information & Media (2,822 peers)

Law Offices of Schwartz & Cera Ny, PLLC multi-year trail

Law Offices of Schwartz & Cera Ny, PLLC's plans moved +11.2% in assets from 2022 to 2024; this filing shows Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan at $2M / 2 participants.

#447
in Information & Media (2,822 peers)
+5.1%
assets growth YoY

Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,114,878 30th percentile higher than 30% 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

Law Offices of Schwartz & Cera Ny, 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. Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan reported net income fell from $111K in the plan year 2023 filing to $102K in the plan year 2024 filing.
  • Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472711789 · Law Offices of Schwartz & Cera Ny, PLLC PY 2024 · 401(k)

Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan · $2M · 2 · 30th

  • BOOK $2M
  • VS-ST 2
  • BOY 30th
  • SCH 401(k)
  • EBSA near Ploutus Advisors Tax Corp. Retirement Plan
  • PART ind #447

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 Information & Media retirement plans → · Plans in New York →

Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

J.S. Helwig & Son, LLC 401(k) PlanJ.S. Helwig & Son, LLC 401(k…$2MLaw Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing PlanLaw Offices of Schwartz & Ce…$2MPloutus Advisors Tax Corp. Retirement PlanPloutus Advisors Tax Corp. R…$2MCraig Davis Properties, Inc. Retirement Savings PlanCraig Davis Properties, Inc.…$2MThe Rosedale Group, Inc. 401(k) PlanThe Rosedale Group, Inc. 401…$2M
End-of-year total assets ($M) among Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Law Offices of Schwartz & Cera Ny, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Law Offices of Schwartz & Cera Ny, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.207759646975186% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.9M $2.11M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Law Offices of Schwartz & Cera Ny, PLLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$102K
Employer EIN472711789
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002114878 · Participants: 2Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Ploutus Advisors Tax Corp. Retirement Plan in CA ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan grew at a solid clip - up 5.1% during 2024, from $2M to $2M. Reported net income was $102K.
How have Law Offices of Schwartz & Cera Ny, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Law Offices of Schwartz & Cera Ny, PLLC's sponsor-wide assets grew 11.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ploutus Advisors Tax Corp. Retirement Plan in CA ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 472711789.

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.