401(k) · DOL Form 5500 · 2023

Mark B Abelson, Esq 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
44th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Mark Abelson Profit Sharing/401(k) Plan · Sponsored by Mark B Abelson, Esq · California · Professional & Technical Services

$5M in assets, 2 participants

Mark B Abelson, Esq's Mark Abelson Profit Sharing/401(k) Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,614 in Professional & Technical Services (20,321 peers)

Mark B Abelson, Esq multi-year trail

Mark B Abelson, Esq's plans moved -77.5% in assets from 2022 to 2024; this filing shows Mark Abelson Profit Sharing/401(k) Plan at $5M / 2 participants.

#8,614
in Professional & Technical Services (20,321 peers)
+16.2%
assets growth YoY

Mark Abelson Profit Sharing/401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mark Abelson Profit Sharing/401(k) Plan vs every filed plan by assets

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

$5,041,998 44th percentile higher than 44% 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

Mark Abelson Profit Sharing/401(k) 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. Mark Abelson Profit Sharing/401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark Abelson Profit Sharing/401(k) Plan reported net income rose from $99K in the plan year 2022 filing to $703K in the plan year 2023 filing.
  • Mark Abelson Profit Sharing/401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943061278 · Mark B Abelson, Esq PY 2023 · 401(k)

Mark Abelson Profit Sharing/401(k) Plan · $5M · 2 · 44th

  • RANK $5M
  • RANK 2
  • RANK 44th
  • RANK 401(k)
  • RANK near The Portfolio Strategy Group, LLC Profit Sharing Plan
  • RANK ind #8614

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 Professional & Technical Services retirement plans → · Plans in California →

Mark Abelson Profit Sharing/401(k) Plan in the asset neighbourhood

Mark Abelson Profit Sharing/401(k) PlanMark Abelson Profit Sharing/…$5MThe Portfolio Strategy Group, LLC Profit Sharing PlanThe Portfolio Strategy Group…$5MVandor Corporation Employee Benefit Retirement PlanVandor Corporation Employee …$5MRiver Healthcare, Inc. 401(k) Profit Sharing Plan and TrustRiver Healthcare, Inc. 401(k…$5MIntegrated Development & Manufacturing Co. Inc. 401(k) Retirement Savings PlanIntegrated Development & Man…$5M
End-of-year total assets ($M) among Mark Abelson Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mark B Abelson, Esq multi-year asset trail

Sponsor-wide plan assets over time

All Mark B Abelson, Esq plans reported in each filing year

Latest sponsor-wide plan assets
$976K 77.50618853952311% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.34M $0.98M ▼ -77.4%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $976K

Mark B Abelson, Esq filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$703K
Employer EIN943061278
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mark Abelson Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mark Abelson Profit Sharing/401(k) Plan, Total assets ($B): 0.005041998 · Participants: 2Mark Abelson Profit Sharing/401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mark Abelson Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mark Abelson Profit Sharing/401(k) Plan side-by-side with 3 peers →

Mark Abelson Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Portfolio Strategy Group, LLC Profit Sharing Plan in NY ($5M); by covered participants it is Napa Bound Retirement Plan in FL (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 Mark Abelson Profit Sharing/401(k) Plan assets move in 2023? ▼
Mark Abelson Profit Sharing/401(k) Plan grew sharply - up 16.2% during 2023, from $4M to $5M. Reported net income was $703K.
How have Mark B Abelson, Esq plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark B Abelson, Esq's sponsor-wide assets declined 77.5%, from $4M to $976K.
Which 401(k) plans are similar in size to Mark Abelson Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Portfolio Strategy Group, LLC Profit Sharing Plan in NY ($5M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Mark Abelson Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 943061278.

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.