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
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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

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

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 Psp Part QrpMark M. Glickman Cpa Psp Par…$3MProfit Sharing Plan & Trust of Massie Furniture Company, Inc.Profit Sharing Plan & Trust …$3MPrograma Head Start Iglesia Bautista De Quintana Retirement Plan TrustPrograma Head Start Iglesia …$3MMoney Purchase Plan as Adopted by Williams Steel Erection Co., Inc.Money Purchase Plan as Adopt…$3MThe Connecticut Hospice, Inc. Pension PlanThe Connecticut Hospice, Inc…$3M
End-of-year total assets ($M) among Mark M. Glickman Cpa Psp Part Qrp and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.09M $4.2M ▲ +35.9%
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 EIN680003929
Plan Effective Date1990-01-02
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mark M. Glickman Cpa Psp Part Qrp vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mark M. Glickman Cpa Psp Part Qrp, Total assets ($B): 0.003089068 · Participants: 2Mark M. Glickman Cpa Psp Part QrpThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Mark M. Glickman Cpa Psp Part Qrp vs. nearby Money Purchase plans in California, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mark M. Glickman Cpa Psp Part Qrp assets move in 2022? ▼
Mark M. Glickman Cpa Psp Part Qrp declined sharply - down 24.0% during 2022, from $4M to $3M. Reported net income was -$976K.
How have Mark M. Glickman, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark M. Glickman, Cpa's sponsor-wide assets grew 36.0%, from $3M to $4M.
Which Money Purchase plans are similar in size to Mark M. Glickman Cpa Psp Part Qrp? ▼
Among Money Purchase plans in other states, the closest by assets is Profit Sharing Plan & Trust of Massie Furniture Company, Inc. in NC ($3M, 8 participants).
Which Money Purchase plans cover a similar participant headcount to Mark M. Glickman Cpa Psp Part Qrp? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).