Profit Sharing ยท DOL Form 5500 ยท 2022

Mark Day School DC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

N/A
Total assets
75
Participants

Sponsored by Mark Day School ยท California ยท Educational Services

What the 2022 filing shows

Mark Day School DC Retirement Plan holds N/A for 75 participants.

N/A
total plan assets (2022 EOY)
75
covered participants
$-4,714,357
reported net income

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
75
State
Industry
Educational Services

What the Filing Says About Mark Day School DC Retirement Plan

Mark Day School DC Retirement Plan is a Profit Sharing retirement plan sponsored by Mark Day School, headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 75 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 942598891, and the plan has been effective since 1994-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-4,714,357 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-4,714,357
Plan TypeProfit Sharing
Employer EIN942598891
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Mark Day School DC Retirement Plan?
As of the 2022 Form 5500 filing, Mark Day School DC Retirement Plan holds N/A in total assets with 75 participants. It is sponsored by Mark Day School.
What type of plan is Mark Day School DC Retirement Plan?
Mark Day School DC Retirement Plan is a Profit Sharing plan. It has been effective since 1994-10-01. The plan is filed with the U.S. Department of Labor under EIN 942598891.
Who sponsors the Mark Day School DC Retirement Plan?
Mark Day School DC Retirement Plan is sponsored by Mark Day School, located in California. The sponsor's EIN is 942598891 and the plan operates in the Educational Services industry.
How did Mark Day School DC Retirement Plan perform in 2022?
Mark Day School DC Retirement Plan held N/A in total assets at the end of 2022. Net income was $-4,714,357.
Where can I find official filings for Mark Day School DC Retirement Plan?
Official Form 5500 filings for Mark Day School DC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942598891 or plan name at efast.dol.gov.
How does Mark Day School DC Retirement Plan compare to other plans?
You can compare Mark Day School DC Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942598891.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.