Money Purchase · DOL Form 5500 · 2022
Arlene H Markowitz Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 1
- Participants
- 43rd
- Percentile by assets
- $3.3M
- Avg per participant
Official DOL plan name: Arlene H Markowitz Md Retirement Plan · Sponsored by Arlene H Markowitz · New York · Healthcare & Social Assistance
$3M in assets, 1 participants
Arlene H Markowitz's Arlene H Markowitz Md Retirement Plan reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- 43rd percentile by assets (of 139,126 plans)
- #9,383 in Healthcare & Social Assistance (20,060 peers)
Arlene H Markowitz multi-year trail
Arlene H Markowitz's plans moved +13.6% in assets from 2022 to 2024; this filing shows Arlene H Markowitz Md Retirement Plan at $3M / 1 participant.
- $3M
- total plan assets (2022 EOY)
- 1
- covered participants
- 43rd
- percentile by assets (of 139,126 plans)
- $3.3M
- avg assets per participant
The plan reported a net loss of $209K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Arlene H Markowitz Md Retirement Plan sits by total assets
Arlene H Markowitz Md Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,347,698 43rd percentile higher than 43% 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
Arlene H Markowitz across 3 plan years on file
Across the 3 plan years Arlene H Markowitz has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 13.6%, while reported participants moved from 1 to 2 (+100.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Arlene H Markowitz multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 2 | $4M |
Arlene H Markowitz filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$209K |
| Employer EIN | 133918862 |
| Plan Effective Date | 1991-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Arlene H Markowitz Md Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Arlene H Markowitz Md Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Arlene H Markowitz Md Retirement Plan assets move in 2022? ▼
How have Arlene H Markowitz plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Arlene H Markowitz Md Retirement Plan? ▼
Next read for Arlene H Markowitz Md Retirement Plan
Multi-year trail
Ways to act on Arlene H Markowitz Md Retirement Plan's numbers.
- By total assets, Arlene H Markowitz Md Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Arlene H Markowitz's sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans