401(k) · DOL Form 5500 · 2024

Carlene D. Marcus, D.D.S. , P.L.C. 401(k) Plan

Data updated 2026-08-25

$648K
Total assets Small plan by assets
6
Participants Small participant base
20th
Percentile by assets National rank
$108,078
Avg per participant Below avg balance/head
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Official DOL plan name: Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp · Sponsored by Carlene D. Marcus, D.D.S. , P.L.C. · Virginia · Healthcare & Social Assistance

$648K in assets, 6 participants

Carlene D. Marcus, D.D.S. , P.L.C.'s Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp reported $648K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,573 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp grew sharply 19.2% in 2024 ($544K → $648K) for 6 participants.

#2,573
in Healthcare & Social Assistance (16,916 peers)
+19.2%
assets growth YoY

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp among the smaller filed plans by assets

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp vs every filed plan by assets

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

$648,469 20th percentile higher than 20% 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

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp reported net income rose from -$47K in the plan year 2023 filing to $104K in the plan year 2024 filing.
  • Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp end-of-year assets rose from $544K in the plan year 2023 filing to $648K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 721542619 · Carlene D. Marcus, D.D.S. , P.L.C. PY 2024 · 401(k)

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp · $648K · 6 · 20th

  • PART $648K
  • PART 6
  • PART 20th
  • PART 401(k)
  • PART near Electric Motor and Repair, Inc. 401(k) Plan
  • PART ind #2573

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 Virginia →

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp in the asset neighbourhood

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group PspCarlene D. Marcus, D.D.S., P…$648KElectric Motor and Repair, Inc. 401(k) PlanElectric Motor and Repair, I…$648KHelping U Homecare Retirement PlanHelping U Homecare Retiremen…$648KClb Ice Incorporated 401(k) Profit Sharing PlanClb Ice Incorporated 401(k) …$648KFour Branches, Inc. 401(k) PlanFour Branches, Inc. 401(k) P…$649K
End-of-year total assets ($M) among Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carlene D. Marcus, D.D.S. , P.L.C. years around the 2024 move

Sponsor-wide plan assets over time

All Carlene D. Marcus, D.D.S. , P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$648K 9.669099740231626% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.59M $0.65M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 3 $591K
2023 1 6 $544K
2024 1 6 $648K

2024 asset-move particulars

Total Assets (Beginning of Year)$544K
Net Assets (End of Year)$648K
Net Income$104K
Employer EIN721542619
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp, Total assets ($B): 0.000648469 · Participants: 6Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group PspNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp side-by-side with 3 peers →

Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Electric Motor and Repair, Inc. 401(k) Plan in SC ($648K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($648K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp assets move in 2024? ▼
Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp grew sharply - up 19.2% during 2024, from $544K to $648K. Reported net income was $104K.
How have Carlene D. Marcus, D.D.S. , P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlene D. Marcus, D.D.S. , P.L.C.'s sponsor-wide assets grew 9.7%, from $591K to $648K.
Where does Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp rank by assets among Form 5500 filers? ▼
Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp? ▼
Among 401(k) plans in other states, the closest by assets is Electric Motor and Repair, Inc. 401(k) Plan in SC ($648K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721542619.

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.