401(k) · DOL Form 5500 · 2024

Lance J Mark PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$529,957
Avg per participant High balance/head
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Official DOL plan name: Lance J Mark PLLC Profit Sharing 401(k) Plan · Sponsored by Lance J Mark PLLC · New York · Professional & Technical Services

$2M in assets, 4 participants

Lance J Mark PLLC's Lance J Mark PLLC Profit Sharing 401(k) Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,218 in Professional & Technical Services (20,173 peers)

Lance J Mark PLLC multi-year trail

Lance J Mark PLLC's plans moved +17.0% in assets from 2022 to 2024; this filing shows Lance J Mark PLLC Profit Sharing 401(k) Plan at $2M / 4 participants.

#5,218
in Professional & Technical Services (20,173 peers)
+8.5%
assets growth YoY

Lance J Mark PLLC Profit Sharing 401(k) Plan among the smaller filed plans by assets

Lance J Mark PLLC Profit Sharing 401(k) Plan vs every filed plan by assets

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

$2,119,827 30th percentile higher than 30% 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

Lance J Mark PLLC Profit Sharing 401(k) 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. Lance J Mark PLLC Profit Sharing 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lance J Mark PLLC Profit Sharing 401(k) Plan reported net income rose from $142K in the plan year 2023 filing to $167K in the plan year 2024 filing.
  • Lance J Mark PLLC Profit Sharing 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161513957 · Lance J Mark PLLC PY 2024 · 401(k)

Lance J Mark PLLC Profit Sharing 401(k) Plan · $2M · 4 · 30th

  • SCH $2M
  • SCH 4
  • SCH 30th
  • SCH 401(k)
  • SCH near C. Michael Mead, Md, PC 401(k) Plan
  • SCH ind #5218

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 New York →

Lance J Mark PLLC Profit Sharing 401(k) Plan in the asset neighbourhood

Lance J Mark PLLC Profit Sharing 401(k) PlanLance J Mark PLLC Profit Sha…$2MC. Michael Mead, Md, PC 401(k) PlanC. Michael Mead, Md, PC 401(…$2MWebster, Duke & Co., PA 401(k) Plan and TrustWebster, Duke & Co., PA 401(…$2MViviano Heating & Air Conditioning, Inc. 401(k)Viviano Heating & Air Condit…$2MMithril Capital Management LLC 401(k) Profit Sharing Plan & TrustMithril Capital Management L…$2M
End-of-year total assets ($M) among Lance J Mark PLLC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lance J Mark PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Lance J Mark PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.045992890532084% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.81M $2.12M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Lance J Mark PLLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$167K
Employer EIN161513957
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Lance J Mark PLLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lance J Mark PLLC Profit Sharing 401(k) Plan, Total assets ($B): 0.002119827 · Participants: 4Lance J Mark PLLC Profit Sharing 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lance J Mark PLLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lance J Mark PLLC Profit Sharing 401(k) Plan side-by-side with 3 peers →

Lance J Mark PLLC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is C. Michael Mead, Md, PC 401(k) Plan in AL ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lance J Mark PLLC Profit Sharing 401(k) Plan assets move in 2024? ▼
Lance J Mark PLLC Profit Sharing 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $2M to $2M. Reported net income was $167K.
How have Lance J Mark PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lance J Mark PLLC's sponsor-wide assets grew 17.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Lance J Mark PLLC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C. Michael Mead, Md, PC 401(k) Plan in AL ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Lance J Mark PLLC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 161513957.

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.