Defined Benefit (Pension) · DOL Form 5500 · 2023
Mark Polan, a Professional Law Corporation Pension Plan
Data updated 2026-08-25
- $457K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $152,238
- Avg per participant Above avg balance/head
Official DOL plan name: Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan · Sponsored by Mark Polan, a Professional Law Corporation · California · Professional & Technical Services
$457K in assets, 3 participants
Mark Polan, a Professional Law Corporation's Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan reported $457K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,618 in Professional & Technical Services (20,321 peers)
2023 asset change
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan grew at a solid clip 12.0% in 2023 ($408K → $457K) for 3 participants.
- #2,618
- in Professional & Technical Services (20,321 peers)
- +12.0%
- assets growth YoY
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$456,713 17th percentile higher than 17% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mark Polan, a Professional Law Corporation Defined Benefit Pension 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 Polan, a Professional Law Corporation Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan reported net income rose from -$78K in the plan year 2022 filing to $49K in the plan year 2023 filing.
- Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan end-of-year assets rose from $408K in the plan year 2022 filing to $457K in the plan year 2023 filing.
DOL schedule card
Filing strip 954204453 · Mark Polan, a Professional Law Corporation PY 2023 · Defined Benefit (Pension)
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan · $457K · 3 · 17th
- 5500 $457K
- ASSETS 3
- PCT 17th
- EIN Defined Benefit (Pension)
- RANK near Viable Solutions, LLC Cash Balance Plan
- PHOTO ind #2618
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 Polan, a Professional Law Corporation Defined Benefit Pension Plan in the asset neighbourhood
Mark Polan, a Professional Law Corporation years around the 2023 move
Sponsor-wide plan assets over time
All Mark Polan, a Professional Law Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $432K 5.882396226553934% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $408K |
| 2023 | 1 | 3 | $457K |
| 2024 | 1 | 3 | $432K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $408K |
|---|---|
| Net Assets (End of Year) | $457K |
| Net Income | $49K |
| Employer EIN | 954204453 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Viable Solutions, LLC Cash Balance Plan in ID ($455K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($457K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.