Money Purchase · DOL Form 5500 · 2022
Mark M. Glickman, Cpa Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Mark M. Glickman Cpa Psp Part Qrp · Sponsored by Mark M. Glickman, Cpa · California · Professional & Technical Services
$3M in assets, 2 participants
Mark M. Glickman, Cpa's Mark M. Glickman Cpa Psp Part Qrp reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,248 in Professional & Technical Services (21,562 peers)
Mark M. Glickman, Cpa multi-year trail
Mark M. Glickman, Cpa's plans moved +36.0% in assets from 2022 to 2024; this filing shows Mark M. Glickman Cpa Psp Part Qrp at $3M / 2 participants.
- #8,248
- in Professional & Technical Services (21,562 peers)
- -24.0%
- assets change YoY
The plan reported a net loss of $976K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mark M. Glickman Cpa Psp Part Qrp's mid-pack asset rank among Professional & Technical Services and all filers
Mark M. Glickman Cpa Psp Part Qrp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,089,068 41st percentile higher than 41% 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
Mark M. Glickman Cpa Psp Part Qrp among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark M. Glickman Cpa Psp Part Qrp is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 680003929 · Mark M. Glickman, Cpa PY 2022 · Money Purchase
Mark M. Glickman Cpa Psp Part Qrp · $3M · 2 · 41st
- EBSA $3M
- EBSA 2
- EBSA 41st
- EBSA Money Purchase
- EBSA near Profit Sharing Plan & Trust of Massie Furniture Company, Inc.
- EBSA ind #8248
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 Professional & Technical Services retirement plans → · Plans in California →
Mark M. Glickman Cpa Psp Part Qrp in the asset neighbourhood
Mark M. Glickman, Cpa multi-year asset trail
Sponsor-wide plan assets over time
All Mark M. Glickman, Cpa plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.962594543079014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 2 | $4M |
Mark M. Glickman, Cpa filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$976K |
| Employer EIN | 680003929 |
| Plan Effective Date | 1990-01-02 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Mark M. Glickman Cpa Psp Part Qrp's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Profit Sharing Plan & Trust of Massie Furniture Company, Inc. in NC ($3M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.