Profit Sharing · DOL Form 5500 · 2023

Richard D Marks Professional Corp Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$977,801
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard D Marks Professional Corp Profit Sharing Plan & Trust · Sponsored by Richard D Marks Professional Corp · California · Professional & Technical Services

$3M in assets, 3 participants

Richard D Marks Professional Corp's Richard D Marks Professional Corp Profit Sharing Plan & Trust reported $3M in total assets and 3 participants in its 2023 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.

  • #6,520 in Professional & Technical Services (20,321 peers)

Richard D Marks Professional Corp multi-year trail

Richard D Marks Professional Corp's plans moved +14.7% in assets from 2022 to 2023; this filing shows Richard D Marks Professional Corp Profit Sharing Plan & Trust at $3M / 3 participants.

#6,520
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY

Richard D Marks Professional Corp Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Richard D Marks Professional Corp Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,933,402 35th percentile higher than 35% of 127,068 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 2023

Richard D Marks Professional Corp Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard D Marks Professional Corp Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard D Marks Professional Corp Profit Sharing Plan & Trust reported net income rose from -$475K in the plan year 2022 filing to $377K in the plan year 2023 filing.
  • Richard D Marks Professional Corp Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954326573 · Richard D Marks Professional Corp PY 2023 · Profit Sharing

Richard D Marks Professional Corp Profit Sharing Plan & Trust · $3M · 3 · 35th

  • PCT $3M
  • EIN 3
  • RANK 35th
  • PHOTO Profit Sharing
  • IND near Jojon Petroleum Company Profit Sharing Plan
  • EOY ind #6520

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 →

Richard D Marks Professional Corp Profit Sharing Plan & Trust in the asset neighbourhood

Richard D Marks Professional Corp Profit Sharing Plan & TrustRichard D Marks Professional…$3MJojon Petroleum Company Profit Sharing PlanJojon Petroleum Company Prof…$3MThe Bensinger Group, Inc. Profit Sharing PlanThe Bensinger Group, Inc. Pr…$3MCentral Texas Orthopaedic Clinic PA Employees Profit Sharing PlanCentral Texas Orthopaedic Cl…$3MDelta Projects, Inc. 403(b) Retirement PlanDelta Projects, Inc. 403(b) …$3M
End-of-year total assets ($M) among Richard D Marks Professional Corp Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Richard D Marks Professional Corp multi-year asset trail

Sponsor-wide plan assets over time

All Richard D Marks Professional Corp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.735709871472938% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M 20222023 $2.56M $2.93M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 2 3 $3M

Richard D Marks Professional Corp filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$377K
Employer EIN954326573
Plan Effective Date1992-04-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Richard D Marks Professional Corp Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Richard D Marks Professional Corp Profit Sharing Plan & Trust, Total assets ($B): 0.002933402 · Participants: 3Richard D Marks Professional Corp Profit Sharing Plan & TrustIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Richard D Marks Professional Corp Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Richard D Marks Professional Corp Profit Sharing Plan & Trust side-by-side with 3 peers →

Richard D Marks Professional Corp Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jojon Petroleum Company Profit Sharing Plan in TX ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard D Marks Professional Corp Profit Sharing Plan & Trust assets move in 2023? ▼
Richard D Marks Professional Corp Profit Sharing Plan & Trust grew at a solid clip - up 14.7% during 2023, from $3M to $3M. Reported net income was $377K.
How have Richard D Marks Professional Corp plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Richard D Marks Professional Corp's sponsor-wide assets grew 14.7%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Richard D Marks Professional Corp Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jojon Petroleum Company Profit Sharing Plan in TX ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Richard D Marks Professional Corp Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954326573.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.