Defined Benefit (Pension) · DOL Form 5500 · 2024

Lorraine E. Schwartz Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
42nd
Percentile by assets National rank
$837,935
Avg per participant High balance/head
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Official DOL plan name: Lorraine E. Schwartz Inc. Defined Benefit Plan · Sponsored by Lorraine E. Schwartz Inc. · New York · Wholesale Trade

$5M in assets, 6 participants

Lorraine E. Schwartz Inc.'s Lorraine E. Schwartz Inc. Defined Benefit Plan reported $5M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,939 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Lorraine E. Schwartz Inc. Defined Benefit Plan holds $5M for 6 participants - about $837,935 per participant, in the lower half of filed plans by assets.

#1,939
in Wholesale Trade (6,080 peers)
+2.9%
assets growth YoY

Lorraine E. Schwartz Inc. Defined Benefit Plan's mid-pack asset rank among Wholesale Trade and all filers

Lorraine E. Schwartz Inc. Defined Benefit Plan vs every filed plan by assets

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

$5,027,607 42nd percentile higher than 42% 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

Lorraine E. Schwartz Inc. Defined Benefit 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. Lorraine E. Schwartz Inc. Defined Benefit Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lorraine E. Schwartz Inc. Defined Benefit Plan reported net income fell from $215K in the plan year 2023 filing to $140K in the plan year 2024 filing.
  • Lorraine E. Schwartz Inc. Defined Benefit Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Lorraine E. Schwartz Inc. Defined Benefit Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 134173204 · Lorraine E. Schwartz Inc. PY 2024 · Defined Benefit (Pension)

Lorraine E. Schwartz Inc. Defined Benefit Plan · $5M · 6 · 42nd

  • EIN $5M
  • EIN 6
  • EIN 42nd
  • EIN Defined Benefit (Pension)
  • EIN near Milpower, Inc. Defined Benefit Pension Plan
  • EIN ind #1939

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 Wholesale Trade retirement plans → · Plans in New York →

Lorraine E. Schwartz Inc. Defined Benefit Plan in the asset neighbourhood

Eide Bailly Equity Partner Retirement PlanEide Bailly Equity Partner R…$5MThe Challenge Machinery Company Frozen Defined Benefit PlanThe Challenge Machinery Comp…$5MLorraine E. Schwartz Inc. Defined Benefit PlanLorraine E. Schwartz Inc. De…$5MMilpower, Inc. Defined Benefit Pension PlanMilpower, Inc. Defined Benef…$5MEric Herman Prototype Defined Contribution Keogh Hr10 PlanEric Herman Prototype Define…$5M
End-of-year total assets ($M) among Lorraine E. Schwartz Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$140K
Employer EIN134173204
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lorraine E. Schwartz Inc.)

Sponsor-wide plan assets over time

All Lorraine E. Schwartz Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.593327065838866% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M 202220232024 $4.67M $5.03M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 5 $5M
2024 1 6 $5M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lorraine E. Schwartz Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lorraine E. Schwartz Inc. Defined Benefit Plan, Total assets ($B): 0.005027607 · Participants: 6Lorraine E. Schwartz Inc. Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Lorraine E. Schwartz Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lorraine E. Schwartz Inc. Defined Benefit Plan side-by-side with 3 peers →

Lorraine E. Schwartz Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Milpower, Inc. Defined Benefit Pension Plan in ID ($5M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Lorraine E. Schwartz Inc. Defined Benefit Plan assets move in 2024? ▼
Lorraine E. Schwartz Inc. Defined Benefit Plan edged up modestly - up 2.9% during 2024, from $5M to $5M. Reported net income was $140K.
How have Lorraine E. Schwartz Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lorraine E. Schwartz Inc.'s sponsor-wide assets grew 7.6%, from $5M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Lorraine E. Schwartz Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Milpower, Inc. Defined Benefit Pension Plan in ID ($5M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lorraine E. Schwartz Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants, $2M 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 134173204.

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.