Schwarz Partners 401(k) plan

Schwarz Partners LP, Carmel, IN. EIN 35-1970447. Annual reports 2009–2024. Also filed as Schwarz Partners, LP.

Schwarz Partners LP has one active retirement plan on file, the Schwarz Partners LP 401K Profit Sharing Plan, with 6,320 participants and $282 million in assets in 2024. John Hancock has been its recordkeeper since 2016. No traditional pension plan appears in Schwarz Partners's filings since 2009.

Active plans: 1
Participants: 6,320
Plan assets: $282 million
401(k) recordkeeper: John Hancock
Plans on file: 1
Industry: Holding companies

The plan

Schwarz Partners LP 401K Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 35-1970447
Participants (2024): 6,320
Net assets (2024): $282 million
Recordkeeper: John HancockEarlier: Mccready & Keene (2012–2015), Nyhart (2009–2011)
Plan administrator: Schwarz Partners LP
10 W. Carmel DR., Suite 300
Carmel, IN 46032
(317) 290-1140As filed for 2024
In effect since: July 1, 1998

Earlier plan names: Schwarz Partners, LP 401(k) Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,320	$282 million	John Hancock
2023	5,986	$234 million	John Hancock
2022	5,327	$181 million	John Hancock
2021	4,632	$197 million	John Hancock
2020	4,209	$165 million	John Hancock
2019	4,226	$150 million	John Hancock
2018	3,747	$114 million	John Hancock
2017	3,319	$107 million	John Hancock
2016	3,999	$85.9 million	John Hancock
2015	3,007	$73.5 million	Mccready & Keene
2014	2,222	$63.6 million	Mccready & Keene
2013	2,096	$58.3 million	Mccready & Keene
2012	1,832	$46.9 million	Mccready & Keene
2011	1,853	$39.9 million	Nyhart
2010	2,649	$35.3 million	Nyhart
2009	1,423	$29.6 million	Nyhart

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the Schwarz Partners LP 401K Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((317) 290-1140). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Schwarz Partners LP 401K Profit Sharing Plan

If you had money in one of these plans

What these numbers are

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