Money Purchase · DOL Form 5500 · 2022
Carl Marks Advisory Group, LLC Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Carl Marks Advisory Group, LLC Retirement Trust · Sponsored by Carl Marks Advisory Group, LLC · New York · Finance & Insurance
$5M in assets, 3 participants
Carl Marks Advisory Group, LLC's Carl Marks Advisory Group, LLC Retirement Trust reported $5M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,136 in Finance & Insurance (9,261 peers)
Carl Marks Advisory Group, LLC multi-year trail
Carl Marks Advisory Group, LLC's plans moved +14.0% in assets from 2022 to 2024; this filing shows Carl Marks Advisory Group, LLC Retirement Trust at $5M / 3 participants.
- #3,136
- in Finance & Insurance (9,261 peers)
- -14.8%
- assets change YoY
The plan reported a net loss of $797K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carl Marks Advisory Group, LLC Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers
Carl Marks Advisory Group, LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,586,405 49th percentile higher than 49% 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
Carl Marks Advisory Group, LLC Retirement Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carl Marks Advisory Group, LLC Retirement Trust is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 133973576 · Carl Marks Advisory Group, LLC PY 2022 · Money Purchase
Carl Marks Advisory Group, LLC Retirement Trust · $5M · 3 · 49th
- PHOTO $5M
- IND 3
- EOY 49th
- 5500 Money Purchase
- ASSETS near Diagnostic Radiology Consultants PC Money Purchase Pension Plan
- PCT ind #3136
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 Finance & Insurance retirement plans → · Plans in New York →
Carl Marks Advisory Group, LLC Retirement Trust in the asset neighbourhood
Carl Marks Advisory Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Carl Marks Advisory Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 14.000159166057074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $5M |
| 2023 | 1 | 3 | $5M |
| 2024 | 1 | 3 | $5M |
Carl Marks Advisory Group, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$797K |
| Employer EIN | 133973576 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Carl Marks Advisory Group, LLC Retirement Trust's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK ($5M); by covered participants it is American Commercial Carpentry Inc Money Purchase Plan in AR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
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.