Profit Sharing · DOL Form 5500 · 2024
Mark S. Finkelstein, Dpm Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Mark S. Finkelstein, Dpm Vip Profit Sharing Plan · Sponsored by Mark S. Finkelstein, Dpm · New York · Unclassified
$1M in assets, 1 participants
Mark S. Finkelstein, Dpm's Mark S. Finkelstein, Dpm Vip Profit Sharing Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #18 in Unclassified (37 peers)
Unclassified sector rank
Within Unclassified, Mark S. Finkelstein, Dpm Vip Profit Sharing Plan ranks #18 of 37 2024 filers by assets (249% of the sector average)-$1M for 1 participant.
- #18
- in Unclassified (37 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan among the smaller filed plans by assets
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,208,409 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark S. Finkelstein, Dpm Vip Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mark S. Finkelstein, Dpm Vip Profit Sharing Plan reported net income fell from $100K in the plan year 2023 filing to -$89K in the plan year 2024 filing.
- Mark S. Finkelstein, Dpm Vip Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 161270067 · Mark S. Finkelstein, Dpm PY 2024 · Profit Sharing
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan · $1M · 1 · 25th
- NET $1M
- BOOK 1
- VS-ST 25th
- BOY Profit Sharing
- SCH near James P Panico, PA Employees Profit Sharing Plan and Trust
- EBSA ind #18
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 Unclassified retirement plans → · Plans in New York →
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan in the asset neighbourhood
Unclassified filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$89K |
| Employer EIN | 161270067 |
| Plan Effective Date | 1987-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mark S. Finkelstein, Dpm)
Sponsor-wide plan assets over time
All Mark S. Finkelstein, Dpm plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 0.8867178499033217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mark S. Finkelstein, Dpm Vip Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is James P Panico, PA Employees Profit Sharing Plan and Trust in FL ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). 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 (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.