Profit Sharing · DOL Form 5500 · 2023
Marc Penn Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $2.9M
- Avg per participant High balance/head
Official DOL plan name: Marc Penn Profit Sharing Plan · Sponsored by Marc Penn · Florida · Healthcare & Social Assistance
$3M in assets, 1 participants
Marc Penn's Marc Penn Profit Sharing Plan reported $3M in total assets and 1 participant 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.
- #6,332 in Healthcare & Social Assistance (17,684 peers)
Marc Penn multi-year trail
Marc Penn's plans moved +81.9% in assets from 2022 to 2024; this filing shows Marc Penn Profit Sharing Plan at $3M / 1 participant.
- #6,332
- in Healthcare & Social Assistance (17,684 peers)
- +35.6%
- assets growth YoY
Marc Penn Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Marc Penn Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,872,201 35th percentile higher than 35% 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
Marc Penn 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. Marc Penn 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
- Marc Penn Profit Sharing Plan reported net income rose from -$402K in the plan year 2022 filing to $753K in the plan year 2023 filing.
- Marc Penn Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 271533889 · Marc Penn PY 2023 · Profit Sharing
Marc Penn Profit Sharing Plan · $3M · 1 · 35th
- EBSA $3M
- PART 1
- TYPE 35th
- NET Profit Sharing
- BOOK near Millis Package Store Corp Profit Sharing Plan
- VS-ST ind #6332
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 Florida →
Marc Penn Profit Sharing Plan in the asset neighbourhood
Marc Penn multi-year asset trail
Sponsor-wide plan assets over time
All Marc Penn plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 81.90174060206085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $4M |
Marc Penn filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $753K |
| Employer EIN | 271533889 |
| Plan Effective Date | 2014-01-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Marc Penn Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Millis Package Store Corp Profit Sharing Plan in MA ($3M); 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 ($3M 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.