Profit Sharing · DOL Form 5500 · 2024

Mark H. Steffensen, M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Mark H. Steffensen, M.D., P.C. Profit Sharing Plan · Sponsored by Mark H. Steffensen, M.D., P.C. · Utah · Healthcare & Social Assistance

$2M in assets, 1 participants

Mark H. Steffensen, M.D., P.C.'s Mark H. Steffensen, M.D., P.C. Profit Sharing Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,043 in Healthcare & Social Assistance (16,916 peers)

Mark H. Steffensen, M.D., P.C. multi-year trail

Mark H. Steffensen, M.D., P.C.'s plans moved -10.3% in assets from 2022 to 2024; this filing shows Mark H. Steffensen, M.D., P.C. Profit Sharing Plan at $2M / 1 participant.

#4,043
in Healthcare & Social Assistance (16,916 peers)
-3.8%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mark H. Steffensen, M.D., P.C. Profit Sharing Plan among the smaller filed plans by assets

Mark H. Steffensen, M.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$1,557,325 27th percentile higher than 27% 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 H. Steffensen, M.D., P.C. 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 H. Steffensen, M.D., P.C. 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 H. Steffensen, M.D., P.C. Profit Sharing Plan reported net income rose from -$117K in the plan year 2023 filing to -$62K in the plan year 2024 filing.
  • Mark H. Steffensen, M.D., P.C. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 870459572 · Mark H. Steffensen, M.D., P.C. PY 2024 · Profit Sharing

Mark H. Steffensen, M.D., P.C. Profit Sharing Plan · $2M · 1 · 27th

  • EOY $2M
  • EOY 1
  • EOY 27th
  • EOY Profit Sharing
  • EOY near Jose Luis Mendoza Retirement Plan
  • EOY ind #4043

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 Utah →

Mark H. Steffensen, M.D., P.C. Profit Sharing Plan in the asset neighbourhood

Mark H. Steffensen, M.D., P.C. Profit Sharing PlanMark H. Steffensen, M.D., P.…$2MJose Luis Mendoza Retirement PlanJose Luis Mendoza Retirement…$2MAitken Products Inc Profit Sharing Plan Trust AgreementAitken Products Inc Profit S…$2MOhio Apartment Group 401(k) PlanOhio Apartment Group 401(k) …$2MRon Concialdi Dds PC Employees Profit Sharing PlanRon Concialdi Dds PC Employe…$2M
End-of-year total assets ($M) among Mark H. Steffensen, M.D., P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mark H. Steffensen, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Mark H. Steffensen, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.307631878435474% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M 202220232024 $1.74M $1.56M ▼ -10.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Mark H. Steffensen, M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$62K
Employer EIN870459572
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

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

Mark H. Steffensen, M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600 Total assets ($M) Participants Mark H. Steffensen, M.D., P.C. Profit Sharing Plan, Total assets ($M): 1.557325 · Participants: 1Mark H. Steffensen, M.D., P.C. Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 532.710602 · Participants: 8497Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan, Total assets ($M): 350.341971 · Participants: 2569Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 160.407409 · Participants: 285Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 119.332855 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 107.19573 · Participants: 648Campbell Scientific Profit Sharing Plan
Mark H. Steffensen, M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Mark H. Steffensen, M.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

Mark H. Steffensen, M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Jose Luis Mendoza Retirement Plan in PR ($2M); 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.

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.

Frequently Asked Questions

How did Mark H. Steffensen, M.D., P.C. Profit Sharing Plan assets move in 2024? ▼
Mark H. Steffensen, M.D., P.C. Profit Sharing Plan edged down modestly - down 3.8% during 2024, from $2M to $2M. Reported net income was -$62K.
How have Mark H. Steffensen, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark H. Steffensen, M.D., P.C.'s sponsor-wide assets declined 10.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Mark H. Steffensen, M.D., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose Luis Mendoza Retirement Plan in PR ($2M, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Mark H. Steffensen, M.D., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 870459572.

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.