401(k) · DOL Form 5500 · 2023

Mark and Al, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
5
Participants Small participant base
59th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Mark and Al, Inc. 401(k) Profit Sharing Plan · Sponsored by Mark and Al, Inc. · California · Real Estate

$10M in assets, 5 participants

Mark and Al, Inc.'s Mark and Al, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,594 in Real Estate (4,727 peers)

What the 2023 filing shows

Mark and Al, Inc. 401(k) Profit Sharing Plan holds $10M for 5 participants - about $2.0M per participant, above the median plan by assets.

#3,594
in Real Estate (4,727 peers)
+3.9%
assets growth YoY

Mark and Al, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Mark and Al, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,074,428 Top 41% higher than 59% 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 and Al, Inc. 401(k) 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. Mark and Al, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark and Al, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2022 filing to $376K in the plan year 2023 filing.
  • Mark and Al, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020539324 · Mark and Al, Inc. PY 2023 · 401(k)

Mark and Al, Inc. 401(k) Profit Sharing Plan · $10M · 5 · 59th

  • TYPE $10M
  • NET 5
  • BOOK 59th
  • VS-ST 401(k)
  • BOY near Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #3594

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 Real Estate retirement plans → · Plans in California →

Mark and Al, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mark and Al, Inc. 401(k) Profit Sharing PlanMark and Al, Inc. 401(k) Pro…$10MMark VII Equipment Inc. 401(k) Profit Sharing Plan and TrustMark VII Equipment Inc. 401(…$10MFrankenmuth Bavarian Inn, Inc. Employees' Retirement PlanFrankenmuth Bavarian Inn, In…$10MAmaco 401(k) Plan$10MFresh Direct Bargaining Unit 401(k) PlanFresh Direct Bargaining Unit…$10M
End-of-year total assets ($M) among Mark and Al, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$376K
Employer EIN020539324
Plan Effective Date2002-01-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark and Al, Inc.)

Sponsor-wide plan assets over time

All Mark and Al, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 7.512997256349582% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M 202220232024 $9.7M $10.4M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 5 $10M
2023 1 5 $10M
2024 1 5 $10M

Nearby 401(k) Plans in California

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

Mark and Al, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mark and Al, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010074428 · Participants: 5Mark and Al, Inc. 401(k) Profit Sharing 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 and Al, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mark and Al, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mark and Al, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust in CO ($10M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 and Al, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Mark and Al, Inc. 401(k) Profit Sharing Plan edged up modestly - up 3.9% during 2023, from $10M to $10M. Reported net income was $376K.
How have Mark and Al, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark and Al, Inc.'s sponsor-wide assets grew 7.5%, from $10M to $10M.
Which 401(k) plans are similar in size to Mark and Al, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust in CO ($10M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Mark and Al, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 020539324.

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.