Profit Sharing · DOL Form 5500 · 2023

Marc Allen Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Marc Allen, Profit Sharing Plan and Trust · Sponsored by Marc Allen · Ohio · Healthcare & Social Assistance

$2M in assets, 1 participants

Marc Allen's Marc Allen, Profit Sharing Plan and Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,323 in Healthcare & Social Assistance (17,684 peers)

Marc Allen multi-year trail

Marc Allen's plans moved +27.7% in assets from 2022 to 2024; this filing shows Marc Allen, Profit Sharing Plan and Trust at $2M / 1 participant.

#5,323
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

Marc Allen, Profit Sharing Plan and Trust among the smaller filed plans by assets

Marc Allen, Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,132,313 31st percentile higher than 31% 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

Marc Allen, Profit Sharing Plan and Trust 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 Allen, Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marc Allen, Profit Sharing Plan and Trust reported net income rose from -$353K in the plan year 2022 filing to $274K in the plan year 2023 filing.
  • Marc Allen, Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611314435 · Marc Allen PY 2023 · Profit Sharing

Marc Allen, Profit Sharing Plan and Trust · $2M · 1 · 31st

  • BOOK $2M
  • BOOK 1
  • BOOK 31st
  • BOOK Profit Sharing
  • BOOK near Cst Law Retirement Plan
  • BOOK ind #5323

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 →

Marc Allen, Profit Sharing Plan and Trust in the asset neighbourhood

Marc Allen, Profit Sharing Plan and TrustMarc Allen, Profit Sharing P…$2MCst Law Retirement Plan$2MHartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and TrustHartley E. Jackson III, Acco…$2MDr Susoni Health Community Service Corp Dba Hospital Cayetano Coli Y Toste Retirement PlanDr Susoni Health Community S…$2MDamascus Veterinary Hospital,Inc.Profit Sharing PlanDamascus Veterinary Hospital…$2M
End-of-year total assets ($M) among Marc Allen, Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Marc Allen multi-year asset trail

Sponsor-wide plan assets over time

All Marc Allen plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.707145069295684% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.86M $2.38M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Marc Allen filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$274K
Employer EIN611314435
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Marc Allen, Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Marc Allen, Profit Sharing Plan and Trust, Total assets ($B): 0.002132313 · Participants: 1Marc Allen, Profit Sharing Plan and TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Marc Allen, Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Marc Allen, Profit Sharing Plan and Trust side-by-side with 3 peers →

Marc Allen, Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Cst Law Retirement Plan in PR ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Marc Allen, Profit Sharing Plan and Trust assets move in 2023? ▼
Marc Allen, Profit Sharing Plan and Trust grew at a solid clip - up 14.8% during 2023, from $2M to $2M. Reported net income was $274K.
How have Marc Allen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marc Allen's sponsor-wide assets grew 27.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Marc Allen, Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cst Law Retirement Plan in PR ($2M, 34 participants).
Which Profit Sharing plans cover a similar participant headcount to Marc Allen, Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 611314435.

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.