401(k) · DOL Form 5500 · 2024
Zschimmer and Schwarz Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 204
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $66,863
- Avg per participant Below avg balance/head
Official DOL plan name: Zschimmer and Schwarz, Inc. 401(k) Plan · Sponsored by Zschimmer and Schwarz Inc. · Georgia · Manufacturing
$14M in assets, 204 participants
Zschimmer and Schwarz Inc.'s Zschimmer and Schwarz, Inc. 401(k) Plan reported $14M in total assets and 204 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.
- #8,846 in Manufacturing (17,777 peers)
Coverage in Georgia
Zschimmer and Schwarz, Inc. 401(k) Plan covers 204 participants in Georgia, about 19% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.
- #8,846
- in Manufacturing (17,777 peers)
- +15.1%
- assets growth YoY
Zschimmer and Schwarz, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Zschimmer and Schwarz, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,640,064 Top 38% higher than 62% 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
Zschimmer and Schwarz, Inc. 401(k) Plan 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. Zschimmer and Schwarz, Inc. 401(k) Plan sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zschimmer and Schwarz, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Zschimmer and Schwarz, Inc. 401(k) Plan reported participants rose from 157 in the plan year 2023 filing to 204 in the plan year 2024 filing.
- Zschimmer and Schwarz, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 582424308 · Zschimmer and Schwarz Inc. PY 2024 · 401(k)
Zschimmer and Schwarz, Inc. 401(k) Plan · $14M · 204 · 62nd
- RANK $14M
- PHOTO 204
- IND 62nd
- EOY 401(k)
- 5500 near City Mill Company, Limited Profit Sharing 401(k) Plan
- ASSETS ind #8846
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 Manufacturing retirement plans → · Plans in Georgia →
Zschimmer and Schwarz, Inc. 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 582424308 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zschimmer and Schwarz Inc.)
Sponsor-wide plan assets over time
All Zschimmer and Schwarz Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 29.60743479489102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $11M |
| 2023 | 1 | 157 | $12M |
| 2024 | 1 | 204 | $14M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Zschimmer and Schwarz, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is City Mill Company, Limited Profit Sharing 401(k) Plan in HI ($14M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan (VA) 204 · 0 off
- Nappi Distributors, Inc. 401(k) Plan (ME) 204 · 0 off
- The Baltimore Life 401(k) Benefit Plan (MD) 204 · 0 off
- Teracom Services, LLC 401(k) Plan (AZ) 204 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.