Money Purchase · DOL Form 5500 · 2023

Mark M. Glickman, Cpa Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
39th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Mark M. Glickman Cpa Psp Part Qrp · Sponsored by Mark M. Glickman, Cpa · California · Professional & Technical Services

$4M in assets, 2 participants

Mark M. Glickman, Cpa's Mark M. Glickman Cpa Psp Part Qrp reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,352 in Professional & Technical Services (20,321 peers)

Mark M. Glickman, Cpa multi-year trail

Mark M. Glickman, Cpa's plans moved +36.0% in assets from 2022 to 2024; this filing shows Mark M. Glickman Cpa Psp Part Qrp at $4M / 2 participants.

#7,352
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY

Mark M. Glickman Cpa Psp Part Qrp's mid-pack asset rank among Professional & Technical Services and all filers

Mark M. Glickman Cpa Psp Part Qrp vs every filed plan by assets

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

$3,706,341 39th percentile higher than 39% 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 M. Glickman Cpa Psp Part Qrp 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 M. Glickman Cpa Psp Part Qrp is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark M. Glickman Cpa Psp Part Qrp reported net income rose from -$976K in the plan year 2022 filing to $617K in the plan year 2023 filing.
  • Mark M. Glickman Cpa Psp Part Qrp end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680003929 · Mark M. Glickman, Cpa PY 2023 · Money Purchase

Mark M. Glickman Cpa Psp Part Qrp · $4M · 2 · 39th

  • EIN $4M
  • EIN 2
  • EIN 39th
  • EIN Money Purchase
  • EIN near Robert Farron Money Purchase Plan
  • EIN ind #7352

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 M. Glickman Cpa Psp Part Qrp in the asset neighbourhood

Juan B Espinosa Md PA Amended and Restated Pension PlanJuan B Espinosa Md PA Amende…$4MMark M. Glickman Cpa Psp Part QrpMark M. Glickman Cpa Psp Par…$4MRobert Farron Money Purchase PlanRobert Farron Money Purchase…$4MDefined Contribution Pension Plan for Employees of Attic Correctional Services, Inc.Defined Contribution Pension…$4MFeeziatry Inc Money Purchase PlanFeeziatry Inc Money Purchase…$4M
End-of-year total assets ($M) among Mark M. Glickman Cpa Psp Part Qrp and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Mark M. Glickman, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Mark M. Glickman, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.962594543079014% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.09M $4.2M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $4M

Mark M. Glickman, Cpa filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$617K
Employer EIN680003929
Plan Effective Date1990-01-02
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Mark M. Glickman Cpa Psp Part Qrp vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mark M. Glickman Cpa Psp Part Qrp, Total assets ($B): 0.003706341 · Participants: 2Mark M. Glickman Cpa Psp Part QrpThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Mark M. Glickman Cpa Psp Part Qrp vs. nearby Money Purchase plans in California, assets vs. participants
Compare Mark M. Glickman Cpa Psp Part Qrp side-by-side with 3 peers →

Mark M. Glickman Cpa Psp Part Qrp's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Robert Farron Money Purchase Plan in NY ($4M); by covered participants it is Blake Money Purchase Pension Plan in MA (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 M. Glickman Cpa Psp Part Qrp assets move in 2023? ▼
Mark M. Glickman Cpa Psp Part Qrp grew sharply - up 20.0% during 2023, from $3M to $4M. Reported net income was $617K.
How have Mark M. Glickman, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark M. Glickman, Cpa's sponsor-wide assets grew 36.0%, from $3M to $4M.
Which Money Purchase plans are similar in size to Mark M. Glickman Cpa Psp Part Qrp? ▼
Among Money Purchase plans in other states, the closest by assets is Robert Farron Money Purchase Plan in NY ($4M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Mark M. Glickman Cpa Psp Part Qrp? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 680003929.

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.