Profit Sharing · DOL Form 5500 · 2023
Mark Werner Md PC Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $263,519
- Avg per participant High balance/head
Official DOL plan name: Mark Werner Md PC Profit Sharing Plan and Trust · Sponsored by Mark Werner Md PC · Michigan · Healthcare & Social Assistance
$1M in assets, 5 participants
Mark Werner Md PC's Mark Werner Md PC Profit Sharing Plan and Trust reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,999 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Mark Werner Md PC Profit Sharing Plan and Trust holds $1M for 5 participants - about $263,519 per participant, in the lower half of filed plans by assets.
- #3,999
- in Healthcare & Social Assistance (17,684 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $64K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mark Werner Md PC Profit Sharing Plan and Trust among the smaller filed plans by assets
Mark Werner Md PC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,317,595 26th percentile higher than 26% 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 Werner Md PC Profit Sharing Plan and 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 Werner Md PC Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mark Werner Md PC Profit Sharing Plan and Trust reported net income rose from -$647K in the plan year 2022 filing to -$64K in the plan year 2023 filing.
- Mark Werner Md PC Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 382605302 · Mark Werner Md PC PY 2023 · Profit Sharing
Mark Werner Md PC Profit Sharing Plan and Trust · $1M · 5 · 26th
- NET $1M
- BOOK 5
- VS-ST 26th
- BOY Profit Sharing
- SCH near David G. Holcomb, Dmd, PC Profit Sharing Plan
- EBSA ind #3999
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 Michigan →
Mark Werner Md PC Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$64K |
| Employer EIN | 382605302 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mark Werner Md PC)
Sponsor-wide plan assets over time
All Mark Werner Md PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.658998441828255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $1M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Mark Werner Md PC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is David G. Holcomb, Dmd, PC Profit Sharing Plan in AL ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.