Money Purchase · DOL Form 5500 · 2023
Mark a. Smith Md Inc Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $285,962
- Avg per participant High balance/head
Official DOL plan name: Money Purchase Plan for Mark a. Smith Md Inc · Sponsored by Mark a. Smith Md Inc · Ohio · Healthcare & Social Assistance
$1M in assets, 4 participants
Mark a. Smith Md Inc's Money Purchase Plan for Mark a. Smith Md Inc reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,703 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Money Purchase Plan for Mark a. Smith Md Inc grew sharply 21.2% in 2023 ($944K → $1M) for 4 participants.
- #3,703
- in Healthcare & Social Assistance (17,684 peers)
- +21.2%
- assets growth YoY
Money Purchase Plan for Mark a. Smith Md Inc among the smaller filed plans by assets
Money Purchase Plan for Mark a. Smith Md Inc vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,143,847 25th percentile higher than 25% 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
Money Purchase Plan for Mark a. Smith Md Inc among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Money Purchase Plan for Mark a. Smith Md Inc is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Money Purchase Plan for Mark a. Smith Md Inc reported net income rose from -$181K in the plan year 2022 filing to $200K in the plan year 2023 filing.
- Money Purchase Plan for Mark a. Smith Md Inc end-of-year assets rose from $944K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 341523642 · Mark a. Smith Md Inc PY 2023 · Money Purchase
Money Purchase Plan for Mark a. Smith Md Inc · $1M · 4 · 25th
- RANK $1M
- RANK 4
- RANK 25th
- RANK Money Purchase
- RANK near Bruce Hogan Money Purchase Plan
- RANK ind #3703
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 Ohio →
Money Purchase Plan for Mark a. Smith Md Inc in the asset neighbourhood
Mark a. Smith Md Inc years around the 2023 move
Sponsor-wide plan assets over time
All Mark a. Smith Md Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 2.5307164562188698% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $4M |
| 2023 | 2 | 8 | $5M |
| 2024 | 2 | 8 | $4M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $944K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $200K |
| Employer EIN | 341523642 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
Money Purchase Plan for Mark a. Smith Md Inc's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Bruce Hogan Money Purchase Plan in CA ($1M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Bruce Hogan Money Purchase Plan (CA) $1M · 2
- Cbd Docusource Profit Sharing Plan (LA) $1M · 6
- Sealift Shipyards Inc Money Purchase Plan (FL) $1M · 4
- Scandpower Inc (TX) $1M · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan (NY) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.