Profit Sharing · DOL Form 5500 · 2023

Bernard L. Markowitz, M.D., a Medical Corporation Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
50th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Bernard L. Markowitz, M.D., Amc Profit Sharing Plan · Sponsored by Bernard L. Markowitz, M.D., a Medical Corporation · California · Healthcare & Social Assistance

$7M in assets, 5 participants

Bernard L. Markowitz, M.D., a Medical Corporation's Bernard L. Markowitz, M.D., Amc Profit Sharing Plan reported $7M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,781 in Healthcare & Social Assistance (17,684 peers)

Bernard L. Markowitz, M.D., a Medical Corporation multi-year trail

Bernard L. Markowitz, M.D., a Medical Corporation's plans moved +15.2% in assets from 2022 to 2024; this filing shows Bernard L. Markowitz, M.D., Amc Profit Sharing Plan at $7M / 5 participants.

#9,781
in Healthcare & Social Assistance (17,684 peers)
+9.0%
assets growth YoY

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan vs every filed plan by assets

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

$6,682,900 Top 50% higher than 50% 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

Bernard L. Markowitz, M.D., Amc 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. Bernard L. Markowitz, M.D., Amc Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernard L. Markowitz, M.D., Amc Profit Sharing Plan reported net income rose from -$483K in the plan year 2022 filing to $551K in the plan year 2023 filing.
  • Bernard L. Markowitz, M.D., Amc Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954848669 · Bernard L. Markowitz, M.D., a Medical Corporation PY 2023 · Profit Sharing

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan · $7M · 5 · 50th

  • 5500 $7M
  • 5500 5
  • 5500 50th
  • 5500 Profit Sharing
  • 5500 near Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan
  • 5500 ind #9781

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 California →

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan in the asset neighbourhood

Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing PlanColomer & Suarez, LLC. Coda …$7MColumbia Academy 403(b) Employee Savings and Retirement PlanColumbia Academy 403(b) Empl…$7MBernard L. Markowitz, M.D., Amc Profit Sharing PlanBernard L. Markowitz, M.D., …$7MOhio Psychiatric Associates, Inc. Employee Profit Sharing PlanOhio Psychiatric Associates,…$7MAtlantis Healthcare 1165(e) Savings Plan for Non-UnionAtlantis Healthcare 1165(e) …$7M
End-of-year total assets ($M) among Bernard L. Markowitz, M.D., Amc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bernard L. Markowitz, M.D., a Medical Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Bernard L. Markowitz, M.D., a Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.188484043208161% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.13M $7.06M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 5 $7M
2024 1 11 $7M

Bernard L. Markowitz, M.D., a Medical Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$551K
Employer EIN954848669
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bernard L. Markowitz, M.D., Amc Profit Sharing Plan, Total assets ($B): 0.0066829 · Participants: 5Bernard L. Markowitz, M.D., Amc Profit Sharing PlanIntel 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
Bernard L. Markowitz, M.D., Amc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bernard L. Markowitz, M.D., Amc Profit Sharing Plan side-by-side with 3 peers →

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan in PR ($7M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Bernard L. Markowitz, M.D., Amc Profit Sharing Plan assets move in 2023? ▼
Bernard L. Markowitz, M.D., Amc Profit Sharing Plan grew at a solid clip - up 9.0% during 2023, from $6M to $7M. Reported net income was $551K.
How have Bernard L. Markowitz, M.D., a Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard L. Markowitz, M.D., a Medical Corporation's sponsor-wide assets grew 15.2%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Bernard L. Markowitz, M.D., Amc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan in PR ($7M, 112 participants).
Which Profit Sharing plans cover a similar participant headcount to Bernard L. Markowitz, M.D., Amc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 954848669.

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.