Profit Sharing · DOL Form 5500 · 2022
Marc Penn Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Marc Penn Profit Sharing Plan · Sponsored by Marc Penn · Florida · Healthcare & Social Assistance
$2M in assets, 1 participants
Marc Penn's Marc Penn Profit Sharing Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #7,245 in Healthcare & Social Assistance (20,060 peers)
Marc Penn multi-year trail
Marc Penn's plans moved +81.9% in assets from 2022 to 2024; this filing shows Marc Penn Profit Sharing Plan at $2M / 1 participant.
- #7,245
- in Healthcare & Social Assistance (20,060 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $402K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marc Penn Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Marc Penn Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,118,922 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Marc Penn Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marc Penn Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 271533889 · Marc Penn PY 2022 · Profit Sharing
Marc Penn Profit Sharing Plan · $2M · 1 · 35th
- EBSA $2M
- EBSA 1
- EBSA 35th
- EBSA Profit Sharing
- EBSA near Maria H. Berrocal Retirement Plan
- EBSA ind #7245
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 Florida →
Marc Penn Profit Sharing Plan in the asset neighbourhood
Marc Penn multi-year asset trail
Sponsor-wide plan assets over time
All Marc Penn plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 81.90174060206085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $4M |
Marc Penn filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$402K |
| Employer EIN | 271533889 |
| Plan Effective Date | 2014-01-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Marc Penn Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Maria H. Berrocal Retirement Plan in PR ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.