401(k) · DOL Form 5500 · 2024

Schwartz Brothers Restaurants 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
396
Participants Below avg headcount
62nd
Percentile by assets National rank
$32,970
Avg per participant Low balance/head
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Official DOL plan name: Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust · Sponsored by Schwartz Brothers Restaurants · Washington · Food Services & Accommodation

$13M in assets, 396 participants

Schwartz Brothers Restaurants's Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust reported $13M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,205 in Food Services & Accommodation (3,672 peers)

Coverage in Washington

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust covers 396 participants in Washington, about 27% of the average Washington filer (state average ~1,476 per filing). Assets: $13M.

#3,205
in Food Services & Accommodation (3,672 peers)
+8.7%
assets growth YoY

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust vs every filed plan by assets

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

$13,055,936 Top 38% higher than 62% 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 Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust reported participants rose from 358 in the plan year 2023 filing to 396 in the plan year 2024 filing.
  • Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201335083 · Schwartz Brothers Restaurants PY 2024 · 401(k)

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust · $13M · 396 · 62nd

  • NET $13M
  • NET 396
  • NET 62nd
  • NET 401(k)
  • NET near Hospice of East Texas Safe Harbor 401(k) Plan
  • NET ind #3205

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 Food Services & Accommodation retirement plans → · Plans in Washington →

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust in the asset neighbourhood

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & TrustSchwartz Brothers Restaurant…$13MHospice of East Texas Safe Harbor 401(k) PlanHospice of East Texas Safe H…$13MBlackstone Technology Group 401(k) PlanBlackstone Technology Group …$13MOlympia Tile (USA), Inc. 401(k) Profit Sharing PlanOlympia Tile (USA), Inc. 401…$13MApplewood Plumbing & Heating Company 401(k) PlanApplewood Plumbing & Heating…$13M
End-of-year total assets ($M) among Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN201335083
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwartz Brothers Restaurants)

Sponsor-wide plan assets over time

All Schwartz Brothers Restaurants plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.72180574332935% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.69M $13.1M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 288 $10M
2023 1 358 $12M
2024 1 396 $13M

Nearby 401(k) Plans in Washington

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

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust, Total assets ($B): 0.013055936 · Participants: 396Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust side-by-side with 3 peers →

Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Hospice of East Texas Safe Harbor 401(k) Plan in TX ($13M); by covered participants it is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust assets move in 2024? ▼
Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust grew at a solid clip - up 8.7% during 2024, from $12M to $13M. Reported net income was $1M.
How have Schwartz Brothers Restaurants plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwartz Brothers Restaurants's sponsor-wide assets grew 34.7%, from $10M to $13M.
Which 401(k) plans are similar in size to Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hospice of East Texas Safe Harbor 401(k) Plan in TX ($13M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Schwartz Brothers Restaurants 401(k) Pre-Tax Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants, $4M 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 201335083.

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.