Profit Sharing · DOL Form 5500 · 2024

Bernard L. Markowitz, M.D., a Medical Corporation Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
11
Participants Small participant base
48th
Percentile by assets National rank
$642,074
Avg per participant High balance/head
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Official DOL plan name: Bernard L. Markowitz, M.D., Amc Profit Sharing Plan · Sponsored by Bernard L. Markowitz, M.D., a Medical Corporation · California · Healthcare & Social Assistance

$7M in assets, 11 participants

Bernard L. Markowitz, M.D., a Medical Corporation's Bernard L. Markowitz, M.D., Amc Profit Sharing Plan reported $7M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,990 in Healthcare & Social Assistance (16,916 peers)

Bernard L. Markowitz, M.D., a Medical Corporation multi-year trail

Bernard L. Markowitz, M.D., a Medical Corporation's plans moved +15.2% in assets from 2022 to 2024; this filing shows Bernard L. Markowitz, M.D., Amc Profit Sharing Plan at $7M / 11 participants.

#8,990
in Healthcare & Social Assistance (16,916 peers)
+5.7%
assets growth YoY

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,062,813 48th percentile higher than 48% of 123,620 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 2024

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard L. Markowitz, M.D., Amc Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernard L. Markowitz, M.D., Amc Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Bernard L. Markowitz, M.D., Amc Profit Sharing Plan reported net income fell from $551K in the plan year 2023 filing to $380K in the plan year 2024 filing.
  • Bernard L. Markowitz, M.D., Amc Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954848669 · Bernard L. Markowitz, M.D., a Medical Corporation PY 2024 · Profit Sharing

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan · $7M · 11 · 48th

  • IND $7M
  • IND 11
  • IND 48th
  • IND Profit Sharing
  • IND near Kari Corporation Profit Sharing Plan
  • IND ind #8990

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 California →

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan in the asset neighbourhood

American Waste Control, Inc. Profit Sharing PlanAmerican Waste Control, Inc.…$7MFalcon's Beyond 401(k) Profit Sharing PlanFalcon's Beyond 401(k) Profi…$7MBernard L. Markowitz, M.D., Amc Profit Sharing PlanBernard L. Markowitz, M.D., …$7MKari Corporation Profit Sharing PlanKari Corporation Profit Shar…$7MCv Oil Company Profit Sharing PlanCv Oil Company Profit Sharin…$7M
End-of-year total assets ($M) among Bernard L. Markowitz, M.D., Amc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bernard L. Markowitz, M.D., a Medical Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Bernard L. Markowitz, M.D., a Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.188484043208161% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.13M $7.06M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 5 $7M
2024 1 11 $7M

Bernard L. Markowitz, M.D., a Medical Corporation filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$380K
Employer EIN954848669
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Bernard L. Markowitz, M.D., Amc Profit Sharing Plan, Total assets ($B): 0.007062813 · Participants: 11Bernard L. Markowitz, M.D., Amc Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Bernard L. Markowitz, M.D., Amc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Bernard L. Markowitz, M.D., Amc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kari Corporation Profit Sharing Plan in MD ($7M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); 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.

Frequently Asked Questions

How did Bernard L. Markowitz, M.D., Amc Profit Sharing Plan assets move in 2024?
Bernard L. Markowitz, M.D., Amc Profit Sharing Plan grew at a solid clip - up 5.7% during 2024, from $7M to $7M. Reported net income was $380K.
How have Bernard L. Markowitz, M.D., a Medical Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Bernard L. Markowitz, M.D., a Medical Corporation's sponsor-wide assets grew 15.2%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Bernard L. Markowitz, M.D., Amc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Kari Corporation Profit Sharing Plan in MD ($7M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Bernard L. Markowitz, M.D., Amc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants, N/A in assets).