Civic Intelligence

Schwartz & Co Enterprises Limited

Plan context: Schwartz & Co Enterprises Limited 401(K) Plan

EIN 20-8202904 • Cedar Rapids, IA • 30 filings • 5 plans

PO Box 2483Cedar Rapids, IA 52406-2483
Current Snapshot

Latest Year

2025

2025 Participants

53

2025 Assets

$7,484,148

2025 Contributions

$816,222

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$26,271,948$13,135,974$0200720162025YearValue
$7,484,148Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

66330200720162025YearValue
53Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025153$7,484,148$816,222$15,400iApproximate average salary by contribution assumption: employee only about $385,010 at 4% or $256,674 at 6%; with 50% employer match about $256,674 at 4% or $171,116 at 6%; with 100% employer match about $192,505 at 4% or $128,337 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-53$7,484,148$816,222$15,400iApproximate average salary by contribution assumption: employee only about $385,010 at 4% or $256,674 at 6%; with 50% employer match about $256,674 at 4% or $171,116 at 6%; with 100% employer match about $192,505 at 4% or $128,337 at 6%.
2024249$26,271,948$874,065$17,838iApproximate average salary by contribution assumption: employee only about $445,952 at 4% or $297,301 at 6%; with 50% employer match about $297,301 at 4% or $198,201 at 6%; with 100% employer match about $222,976 at 4% or $148,651 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-46$20,156,118$252,500$5,489iApproximate average salary by contribution assumption: employee only about $137,228 at 4% or $91,486 at 6%; with 50% employer match about $91,486 at 4% or $60,990 at 6%; with 100% employer match about $68,614 at 4% or $45,743 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-49$6,115,830$621,565$12,685iApproximate average salary by contribution assumption: employee only about $317,125 at 4% or $211,417 at 6%; with 50% employer match about $211,417 at 4% or $140,944 at 6%; with 100% employer match about $158,563 at 4% or $105,708 at 6%.
2023250$23,416,253$1,293,519$25,870iApproximate average salary by contribution assumption: employee only about $646,760 at 4% or $431,173 at 6%; with 50% employer match about $431,173 at 4% or $287,449 at 6%; with 100% employer match about $323,380 at 4% or $215,587 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-50$18,595,615$417,387$8,348iApproximate average salary by contribution assumption: employee only about $208,694 at 4% or $139,129 at 6%; with 50% employer match about $139,129 at 4% or $92,753 at 6%; with 100% employer match about $104,347 at 4% or $69,565 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-50$4,820,638$876,132$17,523iApproximate average salary by contribution assumption: employee only about $438,066 at 4% or $292,044 at 6%; with 50% employer match about $292,044 at 4% or $194,696 at 6%; with 100% employer match about $219,033 at 4% or $146,022 at 6%.
2022251$19,926,196$961,282$18,849iApproximate average salary by contribution assumption: employee only about $471,217 at 4% or $314,144 at 6%; with 50% employer match about $314,144 at 4% or $209,430 at 6%; with 100% employer match about $235,608 at 4% or $157,072 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-48$16,551,170$372,360$7,758iApproximate average salary by contribution assumption: employee only about $193,938 at 4% or $129,292 at 6%; with 50% employer match about $129,292 at 4% or $86,194 at 6%; with 100% employer match about $96,969 at 4% or $64,646 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-51$3,375,026$588,922$11,547iApproximate average salary by contribution assumption: employee only about $288,687 at 4% or $192,458 at 6%; with 50% employer match about $192,458 at 4% or $128,305 at 6%; with 100% employer match about $144,344 at 4% or $96,229 at 6%.
2021253$19,933,822$1,134,169$21,399iApproximate average salary by contribution assumption: employee only about $534,985 at 4% or $356,657 at 6%; with 50% employer match about $356,657 at 4% or $237,771 at 6%; with 100% employer match about $267,493 at 4% or $178,328 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-44$16,027,703$752,677$17,106iApproximate average salary by contribution assumption: employee only about $427,657 at 4% or $285,105 at 6%; with 50% employer match about $285,105 at 4% or $190,070 at 6%; with 100% employer match about $213,829 at 4% or $142,552 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-53$3,906,119$381,492$7,198iApproximate average salary by contribution assumption: employee only about $179,949 at 4% or $119,966 at 6%; with 50% employer match about $119,966 at 4% or $79,977 at 6%; with 100% employer match about $89,975 at 4% or $59,983 at 6%.
2020246$15,646,505$580,450$12,618iApproximate average salary by contribution assumption: employee only about $315,462 at 4% or $210,308 at 6%; with 50% employer match about $210,308 at 4% or $140,205 at 6%; with 100% employer match about $157,731 at 4% or $105,154 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-42$12,543,722$320,967$7,642iApproximate average salary by contribution assumption: employee only about $191,052 at 4% or $127,368 at 6%; with 50% employer match about $127,368 at 4% or $84,912 at 6%; with 100% employer match about $95,526 at 4% or $63,684 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-46$3,102,783$259,483$5,641iApproximate average salary by contribution assumption: employee only about $141,023 at 4% or $94,016 at 6%; with 50% employer match about $94,016 at 4% or $62,677 at 6%; with 100% employer match about $70,512 at 4% or $47,008 at 6%.
2019249$12,545,887$599,361$12,232iApproximate average salary by contribution assumption: employee only about $305,796 at 4% or $203,864 at 6%; with 50% employer match about $203,864 at 4% or $135,910 at 6%; with 100% employer match about $152,898 at 4% or $101,932 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-46$9,865,825$331,714$7,211iApproximate average salary by contribution assumption: employee only about $180,279 at 4% or $120,186 at 6%; with 50% employer match about $120,186 at 4% or $80,124 at 6%; with 100% employer match about $90,140 at 4% or $60,093 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-49$2,680,062$267,647$5,462iApproximate average salary by contribution assumption: employee only about $136,555 at 4% or $91,036 at 6%; with 50% employer match about $91,036 at 4% or $60,691 at 6%; with 100% employer match about $68,277 at 4% or $45,518 at 6%.
2018243$8,809,965$502,310$11,682iApproximate average salary by contribution assumption: employee only about $292,041 at 4% or $194,694 at 6%; with 50% employer match about $194,694 at 4% or $129,796 at 6%; with 100% employer match about $146,020 at 4% or $97,347 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-43$6,865,634$322,542$7,501iApproximate average salary by contribution assumption: employee only about $187,524 at 4% or $125,016 at 6%; with 50% employer match about $125,016 at 4% or $83,344 at 6%; with 100% employer match about $93,762 at 4% or $62,508 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-38$1,944,331$179,768$4,731iApproximate average salary by contribution assumption: employee only about $118,268 at 4% or $78,846 at 6%; with 50% employer match about $78,846 at 4% or $52,564 at 6%; with 100% employer match about $59,134 at 4% or $39,423 at 6%.
2017244$8,354,642$470,446$10,692iApproximate average salary by contribution assumption: employee only about $267,299 at 4% or $178,199 at 6%; with 50% employer match about $178,199 at 4% or $118,799 at 6%; with 100% employer match about $133,649 at 4% or $89,100 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-44$6,318,500$292,326$6,644iApproximate average salary by contribution assumption: employee only about $166,094 at 4% or $110,730 at 6%; with 50% employer match about $110,730 at 4% or $73,820 at 6%; with 100% employer match about $83,047 at 4% or $55,365 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-41$2,036,142$178,120$4,344iApproximate average salary by contribution assumption: employee only about $108,610 at 4% or $72,407 at 6%; with 50% employer match about $72,407 at 4% or $48,271 at 6%; with 100% employer match about $54,305 at 4% or $36,203 at 6%.
2016246$5,619,092$479,591$10,426iApproximate average salary by contribution assumption: employee only about $260,647 at 4% or $173,765 at 6%; with 50% employer match about $173,765 at 4% or $115,843 at 6%; with 100% employer match about $130,324 at 4% or $86,882 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-46$3,671,231$298,985$6,500iApproximate average salary by contribution assumption: employee only about $162,492 at 4% or $108,328 at 6%; with 50% employer match about $108,328 at 4% or $72,219 at 6%; with 100% employer match about $81,246 at 4% or $54,164 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-45$1,947,861$180,606$4,013iApproximate average salary by contribution assumption: employee only about $100,337 at 4% or $66,891 at 6%; with 50% employer match about $66,891 at 4% or $44,594 at 6%; with 100% employer match about $50,168 at 4% or $33,446 at 6%.
2015246$3,554,879$482,982$10,500iApproximate average salary by contribution assumption: employee only about $262,490 at 4% or $174,993 at 6%; with 50% employer match about $174,993 at 4% or $116,662 at 6%; with 100% employer match about $131,245 at 4% or $87,497 at 6%.
Schwartz & Co. Enterprises Ltd Employee Stock Ownership Plan-43$1,906,618$303,954$7,069iApproximate average salary by contribution assumption: employee only about $176,717 at 4% or $117,812 at 6%; with 50% employer match about $117,812 at 4% or $78,541 at 6%; with 100% employer match about $88,359 at 4% or $58,906 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-46$1,648,261$179,028$3,892iApproximate average salary by contribution assumption: employee only about $97,298 at 4% or $64,865 at 6%; with 50% employer match about $64,865 at 4% or $43,243 at 6%; with 100% employer match about $48,649 at 4% or $32,433 at 6%.
2014243$2,144,942$454,502$10,570iApproximate average salary by contribution assumption: employee only about $264,245 at 4% or $176,164 at 6%; with 50% employer match about $176,164 at 4% or $117,442 at 6%; with 100% employer match about $132,123 at 4% or $88,082 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-42$1,536,551$149,324$3,555iApproximate average salary by contribution assumption: employee only about $88,883 at 4% or $59,256 at 6%; with 50% employer match about $59,256 at 4% or $39,504 at 6%; with 100% employer match about $44,442 at 4% or $29,628 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-43$608,391$305,178$7,097iApproximate average salary by contribution assumption: employee only about $177,429 at 4% or $118,286 at 6%; with 50% employer match about $118,286 at 4% or $78,857 at 6%; with 100% employer match about $88,715 at 4% or $59,143 at 6%.
2013139$1,472,941$118,956$3,050iApproximate average salary by contribution assumption: employee only about $76,254 at 4% or $50,836 at 6%; with 50% employer match about $50,836 at 4% or $33,891 at 6%; with 100% employer match about $38,127 at 4% or $25,418 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-39$1,472,941$118,956$3,050iApproximate average salary by contribution assumption: employee only about $76,254 at 4% or $50,836 at 6%; with 50% employer match about $50,836 at 4% or $33,891 at 6%; with 100% employer match about $38,127 at 4% or $25,418 at 6%.
2012138$1,130,617$134,662$3,544iApproximate average salary by contribution assumption: employee only about $88,593 at 4% or $59,062 at 6%; with 50% employer match about $59,062 at 4% or $39,375 at 6%; with 100% employer match about $44,297 at 4% or $29,531 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-38$1,130,617$134,662$3,544iApproximate average salary by contribution assumption: employee only about $88,593 at 4% or $59,062 at 6%; with 50% employer match about $59,062 at 4% or $39,375 at 6%; with 100% employer match about $44,297 at 4% or $29,531 at 6%.
2011141$1,009,866$152,027$3,708iApproximate average salary by contribution assumption: employee only about $92,699 at 4% or $61,800 at 6%; with 50% employer match about $61,800 at 4% or $41,200 at 6%; with 100% employer match about $46,350 at 4% or $30,900 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-41$1,009,866$152,027$3,708iApproximate average salary by contribution assumption: employee only about $92,699 at 4% or $61,800 at 6%; with 50% employer match about $61,800 at 4% or $41,200 at 6%; with 100% employer match about $46,350 at 4% or $30,900 at 6%.
2010141$988,726$124,081$3,026iApproximate average salary by contribution assumption: employee only about $75,659 at 4% or $50,439 at 6%; with 50% employer match about $50,439 at 4% or $33,626 at 6%; with 100% employer match about $37,830 at 4% or $25,220 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-41$988,726$124,081$3,026iApproximate average salary by contribution assumption: employee only about $75,659 at 4% or $50,439 at 6%; with 50% employer match about $50,439 at 4% or $33,626 at 6%; with 100% employer match about $37,830 at 4% or $25,220 at 6%.
2009138$773,290$132,036$3,475iApproximate average salary by contribution assumption: employee only about $86,866 at 4% or $57,911 at 6%; with 50% employer match about $57,911 at 4% or $38,607 at 6%; with 100% employer match about $43,433 at 4% or $28,955 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-38$773,290$132,036$3,475iApproximate average salary by contribution assumption: employee only about $86,866 at 4% or $57,911 at 6%; with 50% employer match about $57,911 at 4% or $38,607 at 6%; with 100% employer match about $43,433 at 4% or $28,955 at 6%.
2008166$571,743$146,335$2,217iApproximate average salary by contribution assumption: employee only about $55,430 at 4% or $36,953 at 6%; with 50% employer match about $36,953 at 4% or $24,636 at 6%; with 100% employer match about $27,715 at 4% or $18,477 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-66$571,743$146,335$2,217iApproximate average salary by contribution assumption: employee only about $55,430 at 4% or $36,953 at 6%; with 50% employer match about $36,953 at 4% or $24,636 at 6%; with 100% employer match about $27,715 at 4% or $18,477 at 6%.
2007150$897,507$920,451$18,409iApproximate average salary by contribution assumption: employee only about $460,226 at 4% or $306,817 at 6%; with 50% employer match about $306,817 at 4% or $204,545 at 6%; with 100% employer match about $230,113 at 4% or $153,409 at 6%.
Schwartz & Co Enterprises Limited 401(K) Plan-50$897,507$920,451$18,409iApproximate average salary by contribution assumption: employee only about $460,226 at 4% or $306,817 at 6%; with 50% employer match about $306,817 at 4% or $204,545 at 6%; with 100% employer match about $230,113 at 4% or $153,409 at 6%.