Money Purchase · DOL Form 5500 · 2023

Arlene H Markowitz Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
38th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Arlene H Markowitz Md Retirement Plan · Sponsored by Arlene H Markowitz · New York · Healthcare & Social Assistance

$3M in assets, 1 participants

Arlene H Markowitz's Arlene H Markowitz Md Retirement Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,002 in Healthcare & Social Assistance (17,684 peers)

Arlene H Markowitz multi-year trail

Arlene H Markowitz's plans moved +13.6% in assets from 2022 to 2024; this filing shows Arlene H Markowitz Md Retirement Plan at $3M / 1 participant.

#7,002
in Healthcare & Social Assistance (17,684 peers)
+2.9%
assets growth YoY

Arlene H Markowitz Md Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Arlene H Markowitz Md Retirement Plan vs every filed plan by assets

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

$3,445,205 38th percentile higher than 38% 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

Arlene H Markowitz Md Retirement 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. Arlene H Markowitz Md Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arlene H Markowitz Md Retirement Plan reported net income rose from -$209K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Arlene H Markowitz Md Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133918862 · Arlene H Markowitz PY 2023 · Money Purchase

Arlene H Markowitz Md Retirement Plan · $3M · 1 · 38th

  • PHOTO $3M
  • PHOTO 1
  • PHOTO 38th
  • PHOTO Money Purchase
  • PHOTO near Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan
  • PHOTO ind #7002

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 New York →

Arlene H Markowitz Md Retirement Plan in the asset neighbourhood

American Lawyers Company Pension Plan and TrustAmerican Lawyers Company Pen…$3MSundown M Ranch Corporation Employees Retirement PlanSundown M Ranch Corporation …$3MArlene H Markowitz Md Retirement PlanArlene H Markowitz Md Retire…$3MJoseph R. Pozzuolo Assoc., P.C. Money Purchase Pension PlanJoseph R. Pozzuolo Assoc., P…$3MGross Kaplan & Osiol, L.L.C. Keogh Profit SharingGross Kaplan & Osiol, L.L.C.…$3M
End-of-year total assets ($M) among Arlene H Markowitz Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Arlene H Markowitz multi-year asset trail

Sponsor-wide plan assets over time

All Arlene H Markowitz plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.56018374417286% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.35M $3.8M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 2 $4M

Arlene H Markowitz filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$98K
Employer EIN133918862
Plan Effective Date1991-12-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Arlene H Markowitz Md Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Arlene H Markowitz Md Retirement Plan, Total assets ($B): 0.003445205 · Participants: 1Arlene H Markowitz Md Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Arlene H Markowitz Md Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Arlene H Markowitz Md Retirement Plan side-by-side with 3 peers →

Arlene H Markowitz Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan in PA ($3M); by covered participants it is Lmr Retirement Plan in PR (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 Arlene H Markowitz Md Retirement Plan assets move in 2023? ▼
Arlene H Markowitz Md Retirement Plan edged up modestly - up 2.9% during 2023, from $3M to $3M. Reported net income was $98K.
How have Arlene H Markowitz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arlene H Markowitz's sponsor-wide assets grew 13.6%, from $3M to $4M.
Which Money Purchase plans are similar in size to Arlene H Markowitz Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan in PA ($3M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Arlene H Markowitz Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 133918862.

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.