401(k) · DOL Form 5500 · 2024

Mark S Davidson Cpa Inc PC 401(k) Plan

Data updated 2026-08-25

$297K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$148,439
Avg per participant Above avg balance/head
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Official DOL plan name: Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust · Sponsored by Mark S Davidson Cpa Inc PC · Oklahoma · Professional & Technical Services

$297K in assets, 2 participants

Mark S Davidson Cpa Inc PC's Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust reported $297K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,120 in Professional & Technical Services (20,173 peers)

Mark S Davidson Cpa Inc PC multi-year trail

Mark S Davidson Cpa Inc PC's plans moved +122.1% in assets from 2022 to 2024; this filing shows Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust at $297K / 2 participants.

#2,120
in Professional & Technical Services (20,173 peers)
+34.1%
assets growth YoY

Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$296,877 13th percentile higher than 13% 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

Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust 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 Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $221K in the plan year 2023 filing to $297K in the plan year 2024 filing.
  • Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust reported net income fell from $88K in the plan year 2023 filing to $75K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461490931 · Mark S Davidson Cpa Inc PC PY 2024 · 401(k)

Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust · $297K · 2 · 13th

  • PCT $297K
  • PCT 2
  • PCT 13th
  • PCT 401(k)
  • PCT near Community Oil, Inc. 401(k) Profit Sharing Plan
  • PCT ind #2120

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 Oklahoma →

Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & TrustMark S Davidson Cpa Inc PC 4…$297KCommunity Oil, Inc. 401(k) Profit Sharing PlanCommunity Oil, Inc. 401(k) P…$297KYooper Drahts Innovative Solutions Inc. 401(k) PlanYooper Drahts Innovative Sol…$297KRealty West Properties Inc. Pension PlanRealty West Properties Inc. …$297KC & M Pipe and Supply Co., Inc. Profit Sharing PlanC & M Pipe and Supply Co., I…$297K
End-of-year total assets ($M) among Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mark S Davidson Cpa Inc PC multi-year asset trail

Sponsor-wide plan assets over time

All Mark S Davidson Cpa Inc PC plans reported in each filing year

Latest sponsor-wide plan assets
$297K 122.09695518814992% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.13M $0.3M ▲ +130.8%
Year Plans Participants Total Assets
2022 1 2 $134K
2023 1 2 $221K
2024 1 2 $297K

Mark S Davidson Cpa Inc PC filing trail (2024)

Total Assets (Beginning of Year)$221K
Net Assets (End of Year)$297K
Net Income$75K
Employer EIN461490931
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000296877 · Participants: 2Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Community Oil, Inc. 401(k) Profit Sharing Plan in MN ($297K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust surged - up 34.1% during 2024, from $221K to $297K. Reported net income was $75K.
How have Mark S Davidson Cpa Inc PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark S Davidson Cpa Inc PC's sponsor-wide assets grew 122.1%, from $134K to $297K.
Where does Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust ranks in the 13th 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 Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Community Oil, Inc. 401(k) Profit Sharing Plan in MN ($297K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Mark S Davidson Cpa Inc PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 461490931.

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.