Profit Sharing · DOL Form 5500 · 2023

Marvin Zelman, Md PC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Marvin Zelman Md PC Profit Sharing Plan · Sponsored by Marvin Zelman, Md PC · Connecticut · Healthcare & Social Assistance

$3M in assets, 2 participants

Marvin Zelman, Md PC's Marvin Zelman Md PC Profit Sharing Plan reported $3M in total assets and 2 participants 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.

  • #6,437 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Marvin Zelman Md PC Profit Sharing Plan holds $3M for 2 participants - about $1.5M per participant, in the lower half of filed plans by assets.

#6,437
in Healthcare & Social Assistance (17,684 peers)
-0.0%
assets change YoY

The plan reported a net loss of $496 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marvin Zelman Md PC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Marvin Zelman Md PC Profit Sharing Plan vs every filed plan by assets

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

$2,954,797 35th percentile higher than 35% 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

Marvin Zelman Md PC 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. Marvin Zelman Md PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marvin Zelman Md PC Profit Sharing Plan reported net income rose from -$87K in the plan year 2022 filing to -$496 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060889376 · Marvin Zelman, Md PC PY 2023 · Profit Sharing

Marvin Zelman Md PC Profit Sharing Plan · $3M · 2 · 35th

  • PART $3M
  • TYPE 2
  • NET 35th
  • BOOK Profit Sharing
  • VS-ST near Northstar Asset Management, Inc. Profit Sharing Plan & Trust
  • BOY ind #6437

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 Connecticut →

Marvin Zelman Md PC Profit Sharing Plan in the asset neighbourhood

Loverde Construction Co.Inc. Profit Sharing PlanLoverde Construction Co.Inc.…$3MMarvin Zelman Md PC Profit Sharing PlanMarvin Zelman Md PC Profit S…$3MNorthstar Asset Management, Inc. Profit Sharing Plan & TrustNorthstar Asset Management, …$3MGeorge Kanter Pension Plan$3MMarketex Computer Corporation Profit Sharing PlanMarketex Computer Corporatio…$3M
End-of-year total assets ($M) among Marvin Zelman Md PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$496
Employer EIN060889376
Plan Effective Date1973-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Marvin Zelman, Md PC)

Sponsor-wide plan assets over time

All Marvin Zelman, Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.9271256690960925% vs 2022
2024 filing year
$2.9M$2.95M$3M$3.05M$3.1M$3.15M 202220232024 $2.96M $3.1M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Nearby Profit Sharing Plans in Connecticut

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

Marvin Zelman Md PC Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Marvin Zelman Md PC Profit Sharing Plan, Total assets ($B): 0.002954797 · Participants: 2Marvin Zelman Md PC Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Marvin Zelman Md PC Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Marvin Zelman Md PC Profit Sharing Plan side-by-side with 3 peers →

Marvin Zelman Md PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Northstar Asset Management, Inc. Profit Sharing Plan & Trust in NV ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Marvin Zelman Md PC Profit Sharing Plan assets move in 2023? ▼
Marvin Zelman Md PC Profit Sharing Plan held essentially flat - down 0.0% during 2023, from $3M to $3M. Reported net income was -$496.
How have Marvin Zelman, Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marvin Zelman, Md PC's sponsor-wide assets grew 4.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Marvin Zelman Md PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Northstar Asset Management, Inc. Profit Sharing Plan & Trust in NV ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Marvin Zelman Md PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 060889376.

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.