401(k) · DOL Form 5500 · 2022

Carlene D. Marcus, D.D.S. , P.L.C. 401(k) Plan

Data updated 2026-08-25

$591K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$197,099
Avg per participant Above avg balance/head
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Official DOL plan name: Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp · Sponsored by Carlene D. Marcus, D.D.S. , P.L.C. · Virginia · Healthcare & Social Assistance

$591K in assets, 3 participants

Carlene D. Marcus, D.D.S. , P.L.C.'s Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp reported $591K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,178 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp contracted severely 66.6% in 2022 ($2M → $591K) for 3 participants.

#3,178
in Healthcare & Social Assistance (20,060 peers)
-66.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp among the smaller filed plans by assets

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$591,296 20th percentile higher than 20% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 721542619 · Carlene D. Marcus, D.D.S. , P.L.C. PY 2022 · 401(k)

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp · $591K · 3 · 20th

  • EOY $591K
  • 5500 3
  • ASSETS 20th
  • PCT 401(k)
  • EIN near Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan
  • RANK ind #3178

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp in the asset neighbourhood

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group PspCarlene D. Marcus, D.D.S., P…$591KHaggerty Conglomerate, Inc. 401(k) Profit Sharing PlanHaggerty Conglomerate, Inc. …$591KBruno's Little Italy, Inc. 401(k) PlanBruno's Little Italy, Inc. 4…$591KSerg Restaurant Group LLC 401(k) Profit Sharing Plan & TrustSerg Restaurant Group LLC 40…$591KJohn P Arthur Corp 401(k) PlanJohn P Arthur Corp 401(k) Pl…$591K
End-of-year total assets ($M) among Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carlene D. Marcus, D.D.S. , P.L.C. years around the 2022 move

Sponsor-wide plan assets over time

All Carlene D. Marcus, D.D.S. , P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$648K 9.669099740231626% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.59M $0.65M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 3 $591K
2023 1 6 $544K
2024 1 6 $648K

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$591K
Net Income-$1M
Employer EIN721542619
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp, Total assets ($B): 0.000591296 · Participants: 3Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group PspNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp side-by-side with 3 peers →

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan in TX ($591K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp assets move in 2022? ▼
Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp contracted severely - down 66.6% during 2022, from $2M to $591K. Reported net income was -$1M.
How have Carlene D. Marcus, D.D.S. , P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlene D. Marcus, D.D.S. , P.L.C.'s sponsor-wide assets grew 9.7%, from $591K to $648K.
Where does Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp rank by assets among Form 5500 filers? ▼
Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp? ▼
Among 401(k) plans in other states, the closest by assets is Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan in TX ($591K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

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 721542619.

Read our methodology - how this data is sourced, computed, and verified.

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