Department of Labor filing

SCHWARTZ FARMS, INC.

SCHWARTZ FARMS, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 4, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,470

Reported employer contributions per active participant.

Higher than about 75% of comparable plans

#People in the filing

455

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$138 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 53% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions75th percentileTypical peer $1,876 · based on 56 comparable plans

Lower reported administrative expense53rd percentileTypical peer $147 · based on 58 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SCHWARTZ FARMS, INC. reported $1,123,714 in employer contributions across the plan and 455 active participants. That works out to $2,470 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 12.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,123,714
Participant contributions: $1,838,916
Other contributions: $6,623
Employer share of reported contributions: 37.9%
Beginning assets: $29,886,004
Ending assets: $35,191,705
Ending net assets: $35,191,705
Ending liabilities: $0
Total income: $6,710,494
Total expenses: $1,404,793
Administrative expenses: $72,524
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,253

2023

$2,410

2024

$2,470

Plan-paid administrative expenses per participant

2022

$157

2023

$125

2024

$138

Active participants

2022

390

2023

419

2024

455

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,470	455	35.2M	20250904051947NAL0009510355001
2023	$2,410	419	29.9M	20240801053154NAL0038382016001
2022	$2,253	390	24.2M	20231005055427NAL0028511504001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 411595998-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1995
Industry: Agriculture, forestry, fishing and hunting
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO	2024	Not reported	unknown
AMERICAN FUNDS DISTRIBUTORS, INC.	2024	Not reported	unknown
INVESCO	2024	Not reported	unknown
J.P. MORGAN INVESTMENT MANAGEMENT	2024	Not reported	unknown
METROPOLITAN LIFE	2024	Not reported	unknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.	2024	Not reported	unknown
PRUDENTIAL INVESTMENTS LLC	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250904051947NAL0009510355001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗