401(k) · DOL Form 5500 · 2023

Mark D Kalish 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Mark D Kalish 401(k) Profit Sharing Plan & Trust · Sponsored by Mark D Kalish · New York · Management of Enterprises

$1M in assets, 1 participants

Mark D Kalish's Mark D Kalish 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #149 in Management of Enterprises (1,137 peers)

Mark D Kalish multi-year trail

Mark D Kalish's plans moved +118.7% in assets from 2022 to 2024; this filing shows Mark D Kalish 401(k) Profit Sharing Plan & Trust at $1M / 1 participant.

#149
in Management of Enterprises (1,137 peers)
+62.7%
assets growth YoY

Mark D Kalish 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Mark D Kalish 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,042,357 24th percentile higher than 24% 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 D Kalish 401(k) Profit Sharing Plan & 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. Mark D Kalish 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark D Kalish 401(k) Profit Sharing Plan & Trust reported net income rose from -$58K in the plan year 2022 filing to $402K in the plan year 2023 filing.
  • Mark D Kalish 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $641K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200485511 · Mark D Kalish PY 2023 · 401(k)

Mark D Kalish 401(k) Profit Sharing Plan & Trust · $1M · 1 · 24th

  • VS-ST $1M
  • VS-ST 1
  • VS-ST 24th
  • VS-ST 401(k)
  • VS-ST near Kumar Patel Md LLC 401(k) Profit Sharing Plan
  • VS-ST ind #149

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 Management of Enterprises retirement plans → · Plans in New York →

Mark D Kalish 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mark D Kalish 401(k) Profit Sharing Plan & TrustMark D Kalish 401(k) Profit …$1MKumar Patel Md LLC 401(k) Profit Sharing PlanKumar Patel Md LLC 401(k) Pr…$1MK&k Thermoforming LLC Profit Sharing/401(k) PlanK&k Thermoforming LLC Profit…$1MStephens Floor Covering Co 401(k) Profit Sharing Plan & TrustStephens Floor Covering Co 4…$1MJdc, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Mark D Kalish 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mark D Kalish multi-year asset trail

Sponsor-wide plan assets over time

All Mark D Kalish plans reported in each filing year

Latest sponsor-wide plan assets
$1M 118.673810951239% vs 2022
2024 filing year
$0.5M$1M$1.5M 202220232024 $0.64M $1.4M ▲ +118.7%
Year Plans Participants Total Assets
2022 1 1 $641K
2023 1 1 $1M
2024 1 1 $1M

Mark D Kalish filing trail (2023)

Total Assets (Beginning of Year)$641K
Net Assets (End of Year)$1M
Net Income$402K
Employer EIN200485511
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Mark D Kalish 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mark D Kalish 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001042357 · Participants: 1Mark D Kalish 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Mark D Kalish 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mark D Kalish 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mark D Kalish 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kumar Patel Md LLC 401(k) Profit Sharing Plan in PA ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (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 Mark D Kalish 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Mark D Kalish 401(k) Profit Sharing Plan & Trust surged - up 62.7% during 2023, from $641K to $1M. Reported net income was $402K.
How have Mark D Kalish plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark D Kalish's sponsor-wide assets grew 118.7%, from $641K to $1M.
Where does Mark D Kalish 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Mark D Kalish 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mark D Kalish 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kumar Patel Md LLC 401(k) Profit Sharing Plan in PA ($1M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Mark D Kalish 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 200485511.

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.