Profit Sharing · DOL Form 5500 · 2023
Mark S. Finkelstein, Dpm Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Mark S. Finkelstein, Dpm Vip Profit Sharing Plan · Sponsored by Mark S. Finkelstein, Dpm · New York · Healthcare & Social Assistance
$1M in assets, 1 participants
Mark S. Finkelstein, Dpm's Mark S. Finkelstein, Dpm Vip Profit Sharing Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,963 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan grew at a solid clip 8.3% in 2023 ($1M → $1M) for 1 participant.
- #3,963
- in Healthcare & Social Assistance (17,684 peers)
- +8.3%
- assets growth YoY
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan among the smaller filed plans by assets
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,297,389 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark S. Finkelstein, Dpm Vip Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mark S. Finkelstein, Dpm Vip Profit Sharing Plan reported net income rose from -$156K in the plan year 2022 filing to $100K in the plan year 2023 filing.
- Mark S. Finkelstein, Dpm Vip Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 161270067 · Mark S. Finkelstein, Dpm PY 2023 · Profit Sharing
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan · $1M · 1 · 26th
- BOOK $1M
- BOOK 1
- BOOK 26th
- BOOK Profit Sharing
- BOOK near Rezeco Inc. Retirement Plan
- BOOK ind #3963
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan in the asset neighbourhood
Mark S. Finkelstein, Dpm years around the 2023 move
Sponsor-wide plan assets over time
All Mark S. Finkelstein, Dpm plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 0.8867178499033217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $100K |
| Employer EIN | 161270067 |
| Plan Effective Date | 1987-01-02 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Rezeco Inc. Retirement Plan in MO ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.