401(k) · DOL Form 5500 · 2023

Carlene D. Marcus, D.D.S. , P.L.C. 401(k) Plan

Data updated 2026-08-25

$544K
Total assets Small plan by assets: 6
Participants Small participant base: 19th
Percentile by assets National rank: $90,663
Avg per participant Below avg balance/head

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Official DOL plan name: Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp · Sponsored by Carlene D. Marcus, D.D.S. , P.L.C. · Virginia · Healthcare & Social Assistance

$544K in assets, 6 participants

Carlene D. Marcus, D.D.S. , P.L.C.'s Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp reported $544K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

#2,461 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp pulled back noticeably 8.0% in 2023 ($591K → $544K) for 6 participants.

#2,461
in Healthcare & Social Assistance (17,684 peers): -8.0%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp among the smaller filed plans by assets

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp vs every filed plan by assets

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

$543,980 19th percentile higher than 19% 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

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp is a micro filing (6 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp reported participants rose from 3 in the plan year 2022 filing to 6 in the plan year 2023 filing.
Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp reported net income rose from -$1M in the plan year 2022 filing to -$47K in the plan year 2023 filing.
Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp end-of-year assets fell from $591K in the plan year 2022 filing to $544K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 721542619 · Carlene D. Marcus, D.D.S. , P.L.C. PY 2023 · 401(k)

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp · $544K · 6 · 19th

RANK $544K
RANK 6
RANK 19th
RANK 401(k)
RANK near East Lakeland Ob-Gyn Associates, P.a. 401(k) Salary Savings Plan
RANK ind #2461

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 Virginia →

End-of-year total assets ($M) among Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carlene D. Marcus, D.D.S. , P.L.C. years around the 2023 move

Latest sponsor-wide plan assets: $648K 9.669099740231626% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$591K
2023	1	6	$544K
2024	1	6	$648K

2023 asset-move particulars

Total Assets (Beginning of Year)	$591K
Net Assets (End of Year)	$544K
Net Income	-$47K
Employer EIN	721542619
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp side-by-side with 3 peers →

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is East Lakeland Ob-Gyn Associates, P.a. 401(k) Salary Savings Plan in MS ($544K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($544K here).

East Lakeland Ob-Gyn Associates, P.a. 401(k) Salary Savings Plan (MS) $544K · N/A
Tiger Tea Corporation 401(k) Plan (AL) $544K · N/A
Envision Marketing LLC 401(k) Profit Sharing Plan & Trust (NV) $544K · 5
Rothchild Realty, Ltd. Retirement Plan (TX) $544K · 13

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Gears Over Gravity, Inc. 401(k) Plan (CA) 6 · 0 off
Shockco Oil Tools Inc. 401(k) Plan (UT) 6 · 0 off
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust (IL) 6 · 0 off
Br3 Enterprises Inc 401(k) Plan (MO) 6 · 0 off

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 Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp assets move in 2023? ▼

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp pulled back noticeably - down 8.0% during 2023, from $591K to $544K. Reported net income was -$47K.

How have Carlene D. Marcus, D.D.S. , P.L.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carlene D. Marcus, D.D.S. , P.L.C.'s sponsor-wide assets grew 9.7%, from $591K to $648K.

Where does Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp rank by assets among Form 5500 filers? ▼

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp? ▼

Among 401(k) plans in other states, the closest by assets is East Lakeland Ob-Gyn Associates, P.a. 401(k) Salary Savings Plan in MS ($544K, N/A participants).

Which 401(k) plans cover a similar participant headcount to Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp? ▼

Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 721542619.